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 2025Q2 — net new, added, trimmed, exited.
New positions1 name
- MSCIMSCI INC+22,727$13.1M
Added to4 names
Trimmed19 names
- ORCLORACLE CORP−647,420$141.5M
- BKNGBOOKING HOLDINGS INC−9,316$53.9M
- MSFTMICROSOFT CORP−80,900$40.2M
- TJXTJX COS INC NEW−310,300$38.3M
- MCOMOODYS CORP−76,250$38.2M
- HCAHCA HEALTHCARE INC−96,000$36.8M
- VVISA INC−100,400$35.6M
- FISFIDELITY NATL INFORMATION SV−420,100$34.2M
- GOOGLALPHABET INC−192,300$33.9M
- AXPAMERICAN EXPRESS CO−106,100$33.8M
- SPGIS&P GLOBAL INC−63,900$33.7M
- MRSHMARSH & MCLENNAN COS INC−136,400$29.8M
- + 7 more…
Exited2 names
- G5960LMEDTRONIC PLC−5,197,530$467.1M
- DGDOLLAR GEN CORP NEW−3,254,829$286.2M
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