Asset Manager · CIK 0001426092
Longview Partners
Guernsey
Longview Partners runs Guernsey, an asset manager overseeing $9.58B in disclosed equity holdings (SEC CIK 0001426092). The latest 13F filing (2025Q4) discloses 23 positions across 6 sectors, with the largest positions in GOOGL, IQV and MCO. On a mark-to-market basis the tracked portfolio has declined 9.9% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$9.58B
Positions
23
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$90M
Lifetime buys
$8.71B
Lifetime sells
$16.86B
Quarter activity
What changed in 2023Q1 — net new, added, trimmed, exited.
New positions1 name
- VVISA INC+2,542,173$573.2M
Added to24 names
- UNHUNITEDHEALTH GROUP INC+164,255$77.6M
- SYYSYSCO CORP+846,200$65.4M
- LHXL3HARRIS TECHNOLOGIES INC+325,580$63.9M
- BDXBECTON DICKINSON & CO+248,564$61.5M
- MSFTMICROSOFT CORP+165,549$47.7M
- IQVIQVIA HLDGS INC+232,872$46.3M
- MRSHMARSH & MCLENNAN COS INC+268,561$44.7M
- G0403HAON PLC+105,033$33.1M
- GOOGLALPHABET INC+270,960$28.1M
- ORCLORACLE CORP+225,507$21.0M
- MCOMOODYS CORP+66,300$20.3M
- HSICHENRY SCHEIN INC+248,659$20.3M
- + 12 more…
Trimmed0 names
—
Recent transactions
Last 20 moves
TRIM
ADOBE SYSTEMS INCORPORATED
−13,640
~$349.99 · 2025Q4
2026-02-17
TRIM
BECTON DICKINSON & CO
−110,882
~$194.07 · 2025Q4
2026-02-17
TRIM
FIDELITY NATL INFORMATION SV
−333,050
~$66.46 · 2025Q4
2026-02-17
TRIM
MARSH & MCLENNAN COS INC
−71,800
~$185.52 · 2025Q4
2026-02-17
TRIM
THERMO FISHER SCIENTIFIC INC
−53,290
~$579.45 · 2025Q4
2026-02-17