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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Longview Partners (Guernsey)
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Asset Manager · CIK 0001426092

Longview Partners

Guernsey
Share
  • Mid-Size Fund

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.

Track Longview's filingsView holdings↓
Portfolio
$9.58B
Positions
23
Quarter
2025Q4
Filings tracked
40
1Y+9.4%Since filing+195.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q4
25 positions
1
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
5.15%
of portfolio
Number of shares
217,796 sh
Holdings current value
$772.57M
Avg closing price
$1671
-88.5%
Last action
Trimmed 4.1%
2025Q4
Current $192.01
2
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.73%
of portfolio
Number of shares
5,073,784 sh
Holdings current value
$708.76M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 12.1%
2025Q4
Current $341.68
3
CDWCDW CORP
Technology·Information Technology Services
4.71%
of portfolio
Number of shares
3,108,761 sh
Holdings current value
$706.68M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 0.8%
2025Q4
Current $133.96
4
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.47%
of portfolio
Number of shares
1,783,829 sh
Holdings current value
$670.79M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 2.9%
2025Q4
Current $422.79
5
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
4.47%
of portfolio
Number of shares
7,138,274 sh
Holdings current value
$669.64M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
6
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
4.46%
of portfolio
Number of shares
1,712,560 sh
Holdings current value
$668.86M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 2.9%
2025Q4
Current $455.35
7
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.23%
of portfolio
Number of shares
1,439,354 sh
Holdings current value
$634.06M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 2.3%
2025Q4
Current $442.57
8
FISVFISERV INC
4.22%
of portfolio
Number of shares
4,764,765 sh
Holdings current value
$632.95M
Avg closing price
$103.02
-37.9%
Last action
Added 0.2%
2025Q4
Current $63.97
9
VVISA INC
Financial Services·Credit Services
4.21%
of portfolio
Number of shares
2,426,254 sh
Holdings current value
$631.68M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 2.8%
2025Q4
Current $317.02
10
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.19%
of portfolio
Number of shares
1,191,608 sh
Holdings current value
$627.35M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 5.3%
2025Q4
Current $324.63
11
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.15%
of portfolio
Number of shares
1,171,709 sh
Holdings current value
$621.93M
Avg closing price
$165.07
+219.0%
Last action
Trimmed 4.4%
2025Q4
Current $526.60
12
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
4.06%
of portfolio
Number of shares
3,249,349 sh
Holdings current value
$608.73M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 2.2%
2025Q4
Current $331.69
13
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
4.00%
of portfolio
Number of shares
2,593,785 sh
Holdings current value
$600.15M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 4.6%
2025Q4
Current $176.46
14
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
3.91%
of portfolio
Number of shares
3,093,157 sh
Holdings current value
$586.06M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 2.3%
2025Q4
Current $175.80
15
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
3.89%
of portfolio
Number of shares
2,155,052 sh
Holdings current value
$583.33M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
16
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
3.86%
of portfolio
Number of shares
11,108,458 sh
Holdings current value
$578.20M
Avg closing price
$40.73
+231.7%
Last action
Exited
2024Q1
Current $135.10
17
ORCLORACLE CORP
Technology·Software - Infrastructure
3.78%
of portfolio
Number of shares
5,369,862 sh
Holdings current value
$566.14M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
18
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
3.76%
of portfolio
Number of shares
9,384,668 sh
Holdings current value
$563.74M
Avg closing price
$58.24
-16.7%
Last action
Trimmed 3.4%
2025Q4
Current $48.50
19
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
3.76%
of portfolio
Number of shares
4,145,210 sh
Holdings current value
$563.54M
Avg closing price
$89.71
+41.2%
Last action
Exited
2025Q2
Current $126.68
20
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.69%
of portfolio
Number of shares
7,568,030 sh
Holdings current value
$553.45M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.1%
2025Q4
Current $76.27
21
STTSTATE STR CORP
Financial Services·Asset Management
3.63%
of portfolio
Number of shares
7,019,068 sh
Holdings current value
$543.70M
Avg closing price
$73.46
+98.0%
Last action
Exited
2024Q1
Current $145.43
22
G5960L103MEDTRONIC PLC
3.57%
of portfolio
Number of shares
6,487,317 sh
Holdings current value
$534.43M
Avg closing price
$83.99
Last action
Exited
2025Q2
Current —
23
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
3.50%
of portfolio
Number of shares
2,150,935 sh
Holdings current value
$524.46M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 4.9%
2025Q4
Current $158.54
24
G0403H108AON PLC
3.32%
of portfolio
Number of shares
1,708,604 sh
Holdings current value
$497.24M
Avg closing price
$201.59
Last action
Trimmed 2.9%
2025Q4
Current —
25
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.28%
of portfolio
Number of shares
7,517,953 sh
Holdings current value
$341.39M
Avg closing price
$30.47
+207.5%
Last action
Exited
2024Q2
Current $93.69

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BKNG
5.15% · -94.6%
GOOGL
4.73% · +144.6%
CDW
4.71% · -41.1%
MSFT
4.47% · +12.4%
TJX
4.47% · +71.3%
MCO
4.46% · +16.6%
SPGI
4.23% · +0.5%
FISV
4.22% · -51.8%
V
4.21% · +21.8%
UNH
4.19% · -38.3%
TMO
4.15% · -0.8%
AXP
4.06% · +77.1%
IQV
4.00% · -23.7%
MRSH
3.91% · -7.2%
HCA
3.89% · +80.3%
BK
3.86% · +159.6%
ORCL
3.78% · +66.0%
FIS
3.76% · -19.3%
DG
3.76% · -6.8%
SYY
3.69% · +4.3%
STT
3.63% · +87.7%
MEDTRONIC PLC
3.57%
BDX
3.50% · -35.0%
AON PLC
3.32%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$4.25B31.9%
  • Healthcare5 pos$2.96B22.2%
  • Technology4 pos$2.51B18.8%
  • Consumer Defensive3 pos$1.46B10.9%
  • Consumer Cyclical2 pos$1.44B10.8%
  • Communication Services1 pos$708.8M5.3%
(11.1% unclassified, excluded from %)