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 2024Q2 — net new, added, trimmed, exited.
New positions1 name
- ADBEADOBE SYSTEMS INCORPORATED+1,194,775$663.7M
Added to0 names
—
Trimmed23 names
- GOOGLALPHABET INC−1,279,044$233.0M
- BKNGBOOKING HOLDINGS INC−42,631$168.9M
- AXPAMERICAN EXPRESS CO−555,175$128.6M
- TJXTJX COS INC NEW−1,061,980$116.9M
- MSFTMICROSOFT CORP−210,170$93.9M
- ORCLORACLE CORP−613,430$86.6M
- FISFIDELITY NATL INFORMATION SV−1,140,690$86.0M
- HCAHCA HEALTHCARE INC−262,550$84.4M
- FISVFISERV INC−556,280$82.9M
- MCOMOODYS CORP−196,540$82.7M
- CDWCDW CORP−365,605$81.8M
- TMOTHERMO FISHER SCIENTIFIC INC−135,390$74.9M
- + 11 more…
Exited1 name
- USFDUS FOODS HLDG CORP−7,311,353$394.6M
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