OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Longview Partners (Guernsey)
  • Overview
  • Portfolio23
  • Performance40Q
  • Options
  • Activity1.0k
  • News

Longview Partners

Guernsey
Share
  • Asset Manager · CIK 0001426092
  • 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 194.0% since 2016Q1. 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
Since filing+194.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q3
23 positions
1
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.86%
of portfolio
Number of shares
2,306,834 sh
Holdings current value
$560.79M
Avg closing price
$150.39
+125.3%
Last action
Trimmed 23.2%
2025Q4
Current $338.89
2
B
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
5.66%
of portfolio
Number of shares
100,343 sh
Holdings current value
$541.78M
Avg closing price
$1671
-89.4%
Last action
Trimmed 8.5%
2025Q4
Current $176.75
3
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
5.64%
of portfolio
Number of shares
1,042,072 sh
Holdings current value
$539.74M
Avg closing price
$258.78
+60.7%
Last action
Trimmed 4.9%
2025Q4
Current $415.75
4
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
5.07%
of portfolio
Number of shares
1,018,194 sh
Holdings current value
$485.15M
Avg closing price
$278.15
+62.6%
Last action
Trimmed 4.8%
2025Q4
Current $452.35
5
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
4.79%
of portfolio
Number of shares
1,379,190 sh
Holdings current value
$458.11M
Avg closing price
$88.47
+260.1%
Last action
Trimmed 5.1%
2025Q4
Current $318.55
6
U
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.77%
of portfolio
Number of shares
1,321,875 sh
Holdings current value
$456.44M
Avg closing price
$259.67
+36.5%
Last action
Trimmed 4.8%
2025Q4
Current $354.56
7
V
VVISA INC
Financial Services·Credit Services
4.76%
of portfolio
Number of shares
1,334,592 sh
Holdings current value
$455.60M
Avg closing price
$225.96
+36.7%
Last action
Trimmed 4.9%
2025Q4
Current $308.88
8
I
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
4.66%
of portfolio
Number of shares
2,346,605 sh
Holdings current value
$445.71M
Avg closing price
$120.84
+33.0%
Last action
Trimmed 5.1%
2025Q4
Current $160.68
9
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.58%
of portfolio
Number of shares
903,566 sh
Holdings current value
$438.25M
Avg closing price
$165.07
+182.7%
Last action
Trimmed 5.6%
2025Q4
Current $466.70
10
F
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
4.52%
of portfolio
Number of shares
6,552,749 sh
Holdings current value
$432.09M
Avg closing price
$58.24
-21.5%
Last action
Trimmed 4.8%
2025Q4
Current $45.74
11
B
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
4.44%
of portfolio
Number of shares
2,271,483 sh
Holdings current value
$425.15M
Avg closing price
$232.64
-33.4%
Last action
Trimmed 4.7%
2025Q4
Current $154.85
12
M
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
4.40%
of portfolio
Number of shares
2,088,995 sh
Holdings current value
$421.00M
Avg closing price
$148.90
+16.9%
Last action
Trimmed 3.3%
2025Q4
Current $174.01
13
S
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.39%
of portfolio
Number of shares
862,635 sh
Holdings current value
$419.85M
Avg closing price
$308.21
+42.4%
Last action
Trimmed 3.7%
2025Q4
Current $439.03
14
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
4.37%
of portfolio
Number of shares
1,186,585 sh
Holdings current value
$418.57M
Avg closing price
$527.13
-54.7%
Last action
Trimmed 1.1%
2025Q4
Current $238.98
15
F
FISVFISERV INC
4.36%
of portfolio
Number of shares
3,236,820 sh
Holdings current value
$417.32M
Avg closing price
$103.02
-40.3%
Last action
Added 0.3%
2025Q4
Current $61.55
16
G
G0403H108AON PLC
4.31%
of portfolio
Number of shares
1,156,754 sh
Holdings current value
$412.48M
Avg closing price
$201.59
Last action
Trimmed 4.2%
2025Q4
Current —
17
C
CDWCDW CORP
Technology·Information Technology Services
4.31%
of portfolio
Number of shares
2,587,357 sh
Holdings current value
$412.11M
Avg closing price
$181.44
-24.8%
Last action
Trimmed 1.0%
2025Q4
Current $136.47
18
S
SYYSYSCO CORP
Consumer Defensive·Food Distribution
4.30%
of portfolio
Number of shares
4,993,237 sh
Holdings current value
$411.14M
Avg closing price
$65.82
+15.2%
Last action
Trimmed 1.7%
2025Q4
Current $75.81
19
C
CRMSALESFORCE COM INC
Technology·Software - Application
4.23%
of portfolio
Number of shares
1,706,319 sh
Holdings current value
$404.40M
Avg closing price
$267.19
-35.1%
Last action
Trimmed 1.3%
2025Q4
Current $173.30
20
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
4.21%
of portfolio
Number of shares
710,493 sh
Holdings current value
$403.14M
Avg closing price
$567.82
+5.3%
Last action
Added 1.9%
2025Q4
Current $598.01
21
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
4.18%
of portfolio
Number of shares
5,736,975 sh
Holdings current value
$400.04M
Avg closing price
$89.29
-49.8%
Last action
Trimmed 1.9%
2025Q4
Current $44.78
22
H
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
1.22%
of portfolio
Number of shares
274,609 sh
Holdings current value
$117.04M
Avg closing price
$89.89
+427.3%
Last action
Exited
2025Q4
Current $474.03
23
W
WSTWEST PHARMACEUTICAL SVSC INC
Healthcare·Medical Instruments & Supplies
0.97%
of portfolio
Number of shares
352,139 sh
Holdings current value
$92.38M
Avg closing price
$271.15
+14.2%
Last action
Added
2025Q4
Current $309.70

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOGL
5.86% · +39.4%
BKNG
5.66% · -96.7%
MSFT
5.64% · -19.7%
MCO
5.07% · -5.1%
AXP
4.79% · -4.1%
UNH
4.77% · +2.7%
V
4.76% · -9.5%
IQV
4.66% · -15.4%
TMO
4.58% · -3.8%
FIS
4.52% · -30.6%
BDX
4.44% · -17.3%
MRSH
4.40% · -13.7%
SPGI
4.39% · -9.8%
ADBE
4.37% · -32.3%
FISV
4.36% · -52.3%
AON PLC
4.31%
CDW
4.31% · -14.3%
SYY
4.30% · -7.9%
CRM
4.23% · -26.9%
MSCI
4.21% · +5.4%
NKE
4.18% · -35.8%
HCA
1.22% · +11.2%
WST
0.97% · +18.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services6 pos$2.64B30.2%
  • Technology5 pos$2.21B25.3%
  • Healthcare6 pos$1.97B22.6%
  • Consumer Cyclical2 pos$941.8M10.8%
  • Communication Services1 pos$560.8M6.4%
  • Consumer Defensive1 pos$411.1M4.7%
(8.7% unclassified, excluded from %)