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 2025Q1 — net new, added, trimmed, exited.
New positions1 name
- CRMSALESFORCE COM INC+1,743,717$467.9M
Added to0 names
—
Trimmed24 names
- FISVFISERV INC−855,767$189.0M
- AXPAMERICAN EXPRESS CO−693,833$186.7M
- BKNGBOOKING HOLDINGS INC−20,402$94.0M
- VVISA INC−260,842$91.4M
- TJXTJX COS INC NEW−561,669$68.4M
- MCOMOODYS CORP−84,986$39.6M
- MRSHMARSH & MCLENNAN COS INC−155,498$37.9M
- HCAHCA HEALTHCARE INC−102,060$35.3M
- SPGIS&P GLOBAL INC−68,948$35.0M
- G0403HAON PLC−86,790$34.6M
- ORCLORACLE CORP−246,400$34.4M
- FISFIDELITY NATL INFORMATION SV−447,753$33.4M
- + 12 more…
Exited0 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