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 portfolio (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 returned 9.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots 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
$10.06B
Lifetime sells
$18.55B
Quarter activity
What changed in 2023Q2 — net new, added, trimmed, exited.
New positions2 names
Added to8 names
Trimmed16 names
- HSICHENRY SCHEIN INC−4,017,513$325.8M
- ORCLORACLE CORP−381,100$45.4M
- MSFTMICROSOFT CORP−55,050$18.7M
- HCAHCA HEALTHCARE INC−61,602$18.7M
- BKNGBOOKING HOLDINGS INC−6,734$18.2M
- GOOGLALPHABET INC−148,790$17.8M
- FISVFISERV INC−129,100$16.3M
- TJXTJX COS INC NEW−191,200$16.2M
- MCOMOODYS CORP−45,630$15.9M
- SPGIS&P GLOBAL INC−38,390$15.4M
- MRSHMARSH & MCLENNAN COS INC−80,690$15.2M
- BDXBECTON DICKINSON & CO−56,160$14.8M
- + 4 more…
Exited1 name
- ZBHZIMMER BIOMET HOLDINGS INC−2,136,426$276.0M
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