OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
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
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 · 2023Q1
25 positions
1
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
5.23%
of portfolio
Number of shares
279,719 sh
Holdings current value
$741.93M
Avg closing price
$1671
-88.5%
Last action
Trimmed 3.2%
2025Q4
Current $192.01
2
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
4.84%
of portfolio
Number of shares
2,602,832 sh
Holdings current value
$686.31M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
3
ORCLORACLE CORP
Technology·Software - Infrastructure
4.83%
of portfolio
Number of shares
7,366,703 sh
Holdings current value
$684.51M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
4
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.59%
of portfolio
Number of shares
2,259,212 sh
Holdings current value
$651.33M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 2.3%
2025Q4
Current $422.79
5
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.48%
of portfolio
Number of shares
6,116,541 sh
Holdings current value
$634.47M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 10.2%
2025Q4
Current $341.68
6
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
4.36%
of portfolio
Number of shares
7,894,067 sh
Holdings current value
$618.58M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
7
CDWCDW CORP
Technology·Information Technology Services
4.33%
of portfolio
Number of shares
3,149,538 sh
Holdings current value
$613.81M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 0.8%
2025Q4
Current $133.96
8
STTSTATE STR CORP
Financial Services·Asset Management
4.22%
of portfolio
Number of shares
7,911,850 sh
Holdings current value
$598.85M
Avg closing price
$73.46
+98.0%
Last action
Exited
2024Q1
Current $145.43
9
HSICHENRY SCHEIN INC
Healthcare·Medical Distribution
4.18%
of portfolio
Number of shares
7,263,670 sh
Holdings current value
$592.28M
Avg closing price
$68.43
+15.2%
Last action
Exited
2023Q3
Current $78.83
10
FISVFISERV INC
4.17%
of portfolio
Number of shares
5,234,888 sh
Holdings current value
$591.70M
Avg closing price
$103.02
-37.9%
Last action
Added 0.2%
2025Q4
Current $63.97
11
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
4.13%
of portfolio
Number of shares
3,549,764 sh
Holdings current value
$585.53M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 2.1%
2025Q4
Current $331.69
12
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
4.11%
of portfolio
Number of shares
2,352,752 sh
Holdings current value
$582.40M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 4.5%
2025Q4
Current $158.54
13
G0403H108AON PLC
4.10%
of portfolio
Number of shares
1,841,222 sh
Holdings current value
$580.52M
Avg closing price
$201.59
Last action
Trimmed 2.7%
2025Q4
Current —
14
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
4.06%
of portfolio
Number of shares
1,882,366 sh
Holdings current value
$576.04M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 2.7%
2025Q4
Current $455.35
15
VVISA INC
Financial Services·Credit Services
4.04%
of portfolio
Number of shares
2,542,173 sh
Holdings current value
$573.16M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 2.7%
2025Q4
Current $317.02
16
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
3.99%
of portfolio
Number of shares
12,459,610 sh
Holdings current value
$566.16M
Avg closing price
$40.73
+231.7%
Last action
Exited
2024Q1
Current $135.10
17
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
3.99%
of portfolio
Number of shares
3,396,810 sh
Holdings current value
$565.74M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 2.1%
2025Q4
Current $175.80
18
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.98%
of portfolio
Number of shares
7,298,309 sh
Holdings current value
$563.65M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.1%
2025Q4
Current $76.27
19
G5960L103MEDTRONIC PLC
3.92%
of portfolio
Number of shares
6,893,992 sh
Holdings current value
$555.79M
Avg closing price
$83.99
Last action
Exited
2025Q2
Current —
20
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
3.83%
of portfolio
Number of shares
1,576,785 sh
Holdings current value
$543.63M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 2.1%
2025Q4
Current $442.57
21
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.80%
of portfolio
Number of shares
2,707,910 sh
Holdings current value
$538.58M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 4.5%
2025Q4
Current $176.46
22
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
3.77%
of portfolio
Number of shares
1,131,227 sh
Holdings current value
$534.61M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 5.6%
2025Q4
Current $324.63
23
LHXL3HARRIS TECHNOLOGIES INC
Industrials·Aerospace & Defense
2.87%
of portfolio
Number of shares
2,073,137 sh
Holdings current value
$406.83M
Avg closing price
$190.90
+83.5%
Last action
Exited
2023Q4
Current $350.35
24
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.21%
of portfolio
Number of shares
8,485,979 sh
Holdings current value
$313.47M
Avg closing price
$30.47
+207.5%
Last action
Exited
2024Q2
Current $93.69
25
ZBHZIMMER BIOMET HOLDINGS INC
Healthcare·Medical Devices
1.95%
of portfolio
Number of shares
2,136,426 sh
Holdings current value
$276.03M
Avg closing price
$128.98
-26.5%
Last action
Exited
2023Q2
Current $94.78

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BKNG
5.23% · -92.8%
HCA
4.84% · +85.1%
ORCL
4.83% · +88.4%
MSFT
4.59% · +46.6%
GOOGL
4.48% · +229.4%
TJX
4.36% · +105.1%
CDW
4.33% · -31.3%
STT
4.22% · +92.1%
HSIC
4.18% · -3.3%
FISV
4.17% · -43.4%
AXP
4.13% · +101.1%
BDX
4.11% · -36.0%
AON PLC
4.10%
MCO
4.06% · +48.8%
V
4.04% · +40.6%
BK
3.99% · +197.3%
MRSH
3.99% · +5.6%
SYY
3.98% · -1.2%
MEDTRONIC PLC
3.92%
SPGI
3.83% · +28.4%
IQV
3.80% · -11.3%
UNH
3.77% · -31.3%
LHX
2.87% · +78.5%
USFD
2.21% · +153.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$4.01B32.2%
  • Healthcare6 pos$3.21B25.8%
  • Technology3 pos$1.95B15.7%
  • Consumer Cyclical2 pos$1.36B10.9%
  • Consumer Defensive2 pos$877.1M7.0%
  • Communication Services1 pos$634.5M5.1%
  • Industrials1 pos$406.8M3.3%
(12.2% unclassified, excluded from %)