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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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  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 · 2024Q3
24 positions
1
ORCLORACLE CORP
Technology·Software - Infrastructure
5.37%
of portfolio
Number of shares
4,596,152 sh
Holdings current value
$783.18M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
2
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
5.12%
of portfolio
Number of shares
1,835,333 sh
Holdings current value
$745.93M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
3
FISVFISERV INC
5.04%
of portfolio
Number of shares
4,087,895 sh
Holdings current value
$734.39M
Avg closing price
$103.02
-37.9%
Last action
Added 0.2%
2025Q4
Current $63.97
4
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
4.85%
of portfolio
Number of shares
2,604,686 sh
Holdings current value
$706.39M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 2.8%
2025Q4
Current $331.69
5
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
4.79%
of portfolio
Number of shares
1,469,867 sh
Holdings current value
$697.58M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 3.4%
2025Q4
Current $455.35
6
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
4.77%
of portfolio
Number of shares
164,997 sh
Holdings current value
$694.99M
Avg closing price
$1671
-88.5%
Last action
Trimmed 5.3%
2025Q4
Current $192.01
7
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
4.74%
of portfolio
Number of shares
5,874,224 sh
Holdings current value
$690.46M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
8
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
4.60%
of portfolio
Number of shares
8,012,879 sh
Holdings current value
$671.08M
Avg closing price
$58.24
-16.7%
Last action
Trimmed 4.0%
2025Q4
Current $48.50
9
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.46%
of portfolio
Number of shares
1,510,194 sh
Holdings current value
$649.84M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 3.4%
2025Q4
Current $422.79
10
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.41%
of portfolio
Number of shares
1,243,020 sh
Holdings current value
$642.17M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 2.6%
2025Q4
Current $442.57
11
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.29%
of portfolio
Number of shares
1,012,067 sh
Holdings current value
$626.03M
Avg closing price
$165.07
+219.0%
Last action
Trimmed 5.0%
2025Q4
Current $526.60
12
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
4.23%
of portfolio
Number of shares
1,190,917 sh
Holdings current value
$616.63M
Avg closing price
$527.13
-53.6%
Last action
Trimmed 1.1%
2025Q4
Current $244.45
13
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.16%
of portfolio
Number of shares
1,038,198 sh
Holdings current value
$607.01M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 6.1%
2025Q4
Current $324.63
14
CDWCDW CORP
Technology·Information Technology Services
4.14%
of portfolio
Number of shares
2,668,070 sh
Holdings current value
$603.78M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 1.0%
2025Q4
Current $133.96
15
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
4.08%
of portfolio
Number of shares
2,668,863 sh
Holdings current value
$595.40M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 2.6%
2025Q4
Current $175.80
16
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.08%
of portfolio
Number of shares
3,584,170 sh
Holdings current value
$594.43M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 16.3%
2025Q4
Current $341.68
17
VVISA INC
Financial Services·Credit Services
3.94%
of portfolio
Number of shares
2,087,476 sh
Holdings current value
$573.95M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 3.2%
2025Q4
Current $317.02
18
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.65%
of portfolio
Number of shares
2,244,340 sh
Holdings current value
$531.84M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 5.3%
2025Q4
Current $176.46
19
G0403H108AON PLC
3.63%
of portfolio
Number of shares
1,528,714 sh
Holdings current value
$528.92M
Avg closing price
$201.59
Last action
Trimmed 3.2%
2025Q4
Current —
20
G5960L103MEDTRONIC PLC
3.60%
of portfolio
Number of shares
5,821,654 sh
Holdings current value
$524.12M
Avg closing price
$83.99
Last action
Exited
2025Q2
Current —
21
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.51%
of portfolio
Number of shares
6,559,819 sh
Holdings current value
$512.06M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.3%
2025Q4
Current $76.27
22
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
3.41%
of portfolio
Number of shares
2,063,208 sh
Holdings current value
$497.44M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 5.1%
2025Q4
Current $158.54
23
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
3.07%
of portfolio
Number of shares
5,068,173 sh
Holdings current value
$448.03M
Avg closing price
$89.29
-48.4%
Last action
Trimmed 2.2%
2025Q4
Current $46.03
24
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
2.07%
of portfolio
Number of shares
3,574,865 sh
Holdings current value
$302.33M
Avg closing price
$89.71
+41.2%
Last action
Exited
2025Q2
Current $126.68

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ORCL
5.37% · +2.7%
HCA
5.12% · +20.1%
FISV
5.04% · -64.4%
AXP
4.85% · +22.3%
MCO
4.79% · -4.1%
BKNG
4.77% · -95.4%
TJX
4.74% · +36.7%
FIS
4.60% · -42.1%
MSFT
4.46% · -1.7%
SPGI
4.41% · -14.3%
TMO
4.29% · -14.9%
ADBE
4.23% · -52.8%
UNH
4.16% · -44.5%
CDW
4.14% · -40.8%
MRSH
4.08% · -21.2%
GOOGL
4.08% · +106.0%
V
3.94% · +15.3%
IQV
3.65% · -25.5%
AON PLC
3.63%
MEDTRONIC PLC
3.60%
SYY
3.51% · -2.3%
BDX
3.41% · -34.2%
NKE
3.07% · -47.9%
DG
2.07% · +49.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology5 pos$3.32B26.0%
  • Financial Services5 pos$3.22B25.1%
  • Healthcare5 pos$3.01B23.5%
  • Consumer Cyclical3 pos$1.83B14.3%
  • Consumer Defensive2 pos$814.4M6.4%
  • Communication Services1 pos$594.4M4.6%
(12.3% unclassified, excluded from %)