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 2023Q4 — net new, added, trimmed, exited.
New positions1 name
- TMOTHERMO FISHER SCIENTIFIC INC+1,171,709$621.9M
Added to1 name
- DGDOLLAR GEN CORP NEW+551,024$74.9M
Trimmed23 names
- BKBANK NEW YORK MELLON CORP−1,485,219$77.3M
- GOOGLALPHABET INC−493,030$68.9M
- BKNGBOOKING HOLDINGS INC−16,564$58.8M
- CDWCDW CORP−252,036$57.3M
- TJXTJX COS INC NEW−587,860$55.1M
- STTSTATE STR CORP−689,744$53.4M
- UNHUNITEDHEALTH GROUP INC−96,730$50.9M
- MSFTMICROSOFT CORP−132,680$49.9M
- MCOMOODYS CORP−124,981$48.8M
- FISVFISERV INC−349,570$46.4M
- SPGIS&P GLOBAL INC−103,360$45.5M
- MRSHMARSH & MCLENNAN COS INC−234,852$44.5M
- + 11 more…
Exited1 name
- LHXL3HARRIS TECHNOLOGIES INC−1,524,007$265.4M
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