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 2024Q1 — net new, added, trimmed, exited.
New positions1 name
- NKENIKE INC+5,677,091$533.5M
Added to3 names
- BDXBECTON DICKINSON & CO+170,500$42.2M
- G5960LMEDTRONIC PLC+147,737$12.9M
- G0403HAON PLC+10,500$3.5M
Trimmed20 names
- BKNGBOOKING HOLDINGS INC−9,342$33.9M
- GOOGLALPHABET INC−190,810$28.8M
- MSFTMICROSOFT CORP−55,300$23.3M
- CDWCDW CORP−85,420$21.8M
- FISVFISERV INC−127,820$20.4M
- AXPAMERICAN EXPRESS CO−89,600$20.4M
- HCAHCA HEALTHCARE INC−59,900$20.0M
- TJXTJX COS INC NEW−195,100$19.8M
- TMOTHERMO FISHER SCIENTIFIC INC−32,590$18.9M
- FISFIDELITY NATL INFORMATION SV−252,500$18.7M
- VVISA INC−66,730$18.6M
- MCOMOODYS CORP−46,410$18.2M
- + 8 more…
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