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 2023Q3 — net new, added, trimmed, exited.
New positions0 names
—
Added to16 names
- FISFIDELITY NATL INFORMATION SV+8,630,584$477.0M
- DGDOLLAR GEN CORP NEW+883,495$93.5M
- MRSHMARSH & MCLENNAN COS INC+11,889$2.3M
- VVISA INC+9,376$2.2M
- TJXTJX COS INC NEW+23,267$2.1M
- G5960LMEDTRONIC PLC+23,415$1.8M
- G0403HAON PLC+5,601$1.8M
- IQVIQVIA HLDGS INC+8,768$1.7M
- AXPAMERICAN EXPRESS CO+11,212$1.7M
- CDWCDW CORP+8,251$1.7M
- UNHUNITEDHEALTH GROUP INC+3,271$1.6M
- SYYSYSCO CORP+24,331$1.6M
- + 4 more…
Trimmed9 names
- LHXL3HARRIS TECHNOLOGIES INC−867,083$151.0M
- ORCLORACLE CORP−1,205,741$127.7M
- BKNGBOOKING HOLDINGS INC−38,625$119.1M
- MSFTMICROSOFT CORP−287,653$90.8M
- HCAHCA HEALTHCARE INC−232,528$57.2M
- GOOGLALPHABET INC−400,937$52.5M
- USFDUS FOODS HLDG CORP−196,042$7.8M
- BKBANK NEW YORK MELLON CORP−180,964$7.7M
- STTSTATE STR CORP−110,638$7.4M
Exited1 name
- HSICHENRY SCHEIN INC−3,246,157$263.3M
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