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 2025Q3 — net new, added, trimmed, exited.
New positions1 name
- WSTWEST PHARMACEUTICAL SVSC INC+352,139$92.4M
Added to10 names
- MSCIMSCI INC+687,766$390.2M
- FISVFISERV INC+581,502$75.0M
- ADBEADOBE SYSTEMS INCORPORATED+166,250$58.6M
- CDWCDW CORP+320,208$51.0M
- BDXBECTON DICKINSON & CO+243,754$45.6M
- UNHUNITEDHEALTH GROUP INC+105,793$36.5M
- TMOTHERMO FISHER SCIENTIFIC INC+34,981$17.0M
- CRMSALESFORCE COM INC+63,602$15.1M
- IQVIQVIA HLDGS INC+57,891$11.0M
- NKENIKE INC+28,253$2.0M
Trimmed12 names
- HCAHCA HEALTHCARE INC−1,287,869$548.9M
- GOOGLALPHABET INC−730,820$177.7M
- BKNGBOOKING HOLDINGS INC−23,822$128.6M
- MSFTMICROSOFT CORP−239,287$123.9M
- MCOMOODYS CORP−229,474$109.3M
- AXPAMERICAN EXPRESS CO−314,768$104.6M
- VVISA INC−304,134$103.8M
- SPGIS&P GLOBAL INC−197,170$96.0M
- G0403HAON PLC−151,207$53.9M
- SYYSYSCO CORP−608,147$50.1M
- MRSHMARSH & MCLENNAN COS INC−180,221$36.3M
- FISFIDELITY NATL INFORMATION SV−264,475$17.4M
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