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 2024Q3 — net new, added, trimmed, exited.
New positions0 names
—
Added to17 names
- NKENIKE INC+64,382$5.7M
- TMOTHERMO FISHER SCIENTIFIC INC+8,338$5.2M
- SYYSYSCO CORP+61,142$4.8M
- UNHUNITEDHEALTH GROUP INC+7,220$4.2M
- IQVIQVIA HLDGS INC+16,935$4.0M
- BDXBECTON DICKINSON & CO+16,535$4.0M
- SPGIS&P GLOBAL INC+7,386$3.8M
- VVISA INC+11,762$3.2M
- MRSHMARSH & MCLENNAN COS INC+14,206$3.2M
- G0403HAON PLC+8,120$2.8M
- CDWCDW CORP+10,334$2.3M
- FISFIDELITY NATL INFORMATION SV+21,401$1.8M
- + 5 more…
Trimmed7 names
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