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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 · 2025Q2
24 positions
1
ORCLORACLE CORP
Technology·Software - Infrastructure
6.21%
of portfolio
Number of shares
3,298,941 sh
Holdings current value
$721.25M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
2
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
6.19%
of portfolio
Number of shares
124,165 sh
Holdings current value
$718.82M
Avg closing price
$1671
-88.5%
Last action
Trimmed 6.9%
2025Q4
Current $192.01
3
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
5.49%
of portfolio
Number of shares
1,281,359 sh
Holdings current value
$637.36M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 4.0%
2025Q4
Current $422.79
4
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
5.39%
of portfolio
Number of shares
1,247,668 sh
Holdings current value
$625.82M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 4.0%
2025Q4
Current $455.35
5
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
5.16%
of portfolio
Number of shares
1,562,478 sh
Holdings current value
$598.59M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
6
VVISA INC
Financial Services·Credit Services
5.01%
of portfolio
Number of shares
1,638,726 sh
Holdings current value
$581.83M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 4.1%
2025Q4
Current $317.02
7
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
5.00%
of portfolio
Number of shares
4,699,577 sh
Holdings current value
$580.35M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
8
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.81%
of portfolio
Number of shares
1,059,805 sh
Holdings current value
$558.82M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 3.1%
2025Q4
Current $442.57
9
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
4.78%
of portfolio
Number of shares
6,817,224 sh
Holdings current value
$554.99M
Avg closing price
$58.24
-16.7%
Last action
Trimmed 4.7%
2025Q4
Current $48.50
10
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
4.66%
of portfolio
Number of shares
1,693,958 sh
Holdings current value
$540.34M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 4.2%
2025Q4
Current $331.69
11
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.61%
of portfolio
Number of shares
3,037,654 sh
Holdings current value
$535.33M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 18.7%
2025Q4
Current $341.68
12
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
4.27%
of portfolio
Number of shares
2,269,216 sh
Holdings current value
$496.14M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 3.1%
2025Q4
Current $175.80
13
G0403H108AON PLC
4.02%
of portfolio
Number of shares
1,307,961 sh
Holdings current value
$466.63M
Avg closing price
$201.59
Last action
Trimmed 3.8%
2025Q4
Current —
14
FISVFISERV INC
3.94%
of portfolio
Number of shares
2,655,318 sh
Holdings current value
$457.80M
Avg closing price
$103.02
-37.9%
Last action
Added 0.3%
2025Q4
Current $63.97
15
CRMSALESFORCE COM INC
Technology·Software - Application
3.86%
of portfolio
Number of shares
1,642,717 sh
Holdings current value
$447.95M
Avg closing price
$267.19
-31.8%
Last action
Trimmed 1.3%
2025Q4
Current $182.14
16
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.66%
of portfolio
Number of shares
5,601,384 sh
Holdings current value
$424.25M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.5%
2025Q4
Current $76.27
17
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
3.49%
of portfolio
Number of shares
5,708,722 sh
Holdings current value
$405.55M
Avg closing price
$89.29
-48.4%
Last action
Trimmed 1.9%
2025Q4
Current $46.03
18
CDWCDW CORP
Technology·Information Technology Services
3.49%
of portfolio
Number of shares
2,267,149 sh
Holdings current value
$404.89M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 1.2%
2025Q4
Current $133.96
19
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.40%
of portfolio
Number of shares
1,020,335 sh
Holdings current value
$394.75M
Avg closing price
$527.13
-53.6%
Last action
Trimmed 1.3%
2025Q4
Current $244.45
20
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
3.27%
of portfolio
Number of shares
1,216,082 sh
Holdings current value
$379.38M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 5.2%
2025Q4
Current $324.63
21
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.11%
of portfolio
Number of shares
2,288,714 sh
Holdings current value
$360.68M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 5.2%
2025Q4
Current $176.46
22
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.03%
of portfolio
Number of shares
868,585 sh
Holdings current value
$352.18M
Avg closing price
$165.07
+219.0%
Last action
Trimmed 5.8%
2025Q4
Current $526.60
23
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
3.01%
of portfolio
Number of shares
2,027,729 sh
Holdings current value
$349.28M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 5.2%
2025Q4
Current $158.54
24
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.11%
of portfolio
Number of shares
22,727 sh
Holdings current value
$13.11M
Avg closing price
$567.82
+0.1%
Last action
Added 141.6%
2025Q4
Current $568.55

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ORCL
6.21% · -19.9%
BKNG
6.19% · -96.7%
MSFT
5.49% · -15.0%
MCO
5.39% · -9.2%
HCA
5.16% · +27.4%
V
5.01% · -10.7%
TJX
5.00% · +30.1%
SPGI
4.81% · -16.1%
FIS
4.78% · -40.4%
AXP
4.66% · +4.0%
GOOGL
4.61% · +93.9%
MRSH
4.27% · -19.6%
AON PLC
4.02%
FISV
3.94% · -62.9%
CRM
3.86% · -33.2%
SYY
3.66% · +0.7%
NKE
3.49% · -35.2%
CDW
3.49% · -25.0%
ADBE
3.40% · -36.8%
UNH
3.27% · +4.1%
IQV
3.11% · +12.0%
TMO
3.03% · +29.9%
BDX
3.01% · -8.0%
MSCI
0.11% · -1.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology6 pos$3.16B29.6%
  • Financial Services6 pos$2.82B26.4%
  • Healthcare5 pos$2.04B19.1%
  • Consumer Cyclical3 pos$1.70B16.0%
  • Communication Services1 pos$535.3M5.0%
  • Consumer Defensive1 pos$424.2M4.0%
(8.0% unclassified, excluded from %)