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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 · 2023Q3
25 positions
1
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.16%
of portfolio
Number of shares
5,566,814 sh
Holdings current value
$728.47M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 11.1%
2025Q4
Current $341.68
2
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
5.12%
of portfolio
Number of shares
234,360 sh
Holdings current value
$722.75M
Avg closing price
$1671
-88.5%
Last action
Trimmed 3.8%
2025Q4
Current $192.01
3
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
4.87%
of portfolio
Number of shares
7,726,134 sh
Holdings current value
$686.70M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
4
CDWCDW CORP
Technology·Information Technology Services
4.81%
of portfolio
Number of shares
3,360,797 sh
Holdings current value
$678.07M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 0.8%
2025Q4
Current $133.96
5
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.60%
of portfolio
Number of shares
1,288,338 sh
Holdings current value
$649.57M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 5.0%
2025Q4
Current $324.63
6
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
4.49%
of portfolio
Number of shares
3,328,009 sh
Holdings current value
$633.32M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 2.1%
2025Q4
Current $175.80
7
ORCLORACLE CORP
Technology·Software - Infrastructure
4.34%
of portfolio
Number of shares
5,779,862 sh
Holdings current value
$612.20M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
8
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.29%
of portfolio
Number of shares
1,916,509 sh
Holdings current value
$605.14M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 2.7%
2025Q4
Current $422.79
9
VVISA INC
Financial Services·Credit Services
4.23%
of portfolio
Number of shares
2,596,284 sh
Holdings current value
$597.17M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 2.6%
2025Q4
Current $317.02
10
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
4.22%
of portfolio
Number of shares
2,302,720 sh
Holdings current value
$595.32M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 4.6%
2025Q4
Current $158.54
11
G0403H108AON PLC
4.21%
of portfolio
Number of shares
1,831,003 sh
Holdings current value
$593.65M
Avg closing price
$201.59
Last action
Trimmed 2.7%
2025Q4
Current —
12
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
4.12%
of portfolio
Number of shares
1,837,541 sh
Holdings current value
$580.98M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 2.7%
2025Q4
Current $455.35
13
FISVFISERV INC
4.10%
of portfolio
Number of shares
5,114,335 sh
Holdings current value
$577.72M
Avg closing price
$103.02
-37.9%
Last action
Added 0.2%
2025Q4
Current $63.97
14
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
4.03%
of portfolio
Number of shares
2,308,702 sh
Holdings current value
$567.89M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
15
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.00%
of portfolio
Number of shares
1,542,714 sh
Holdings current value
$563.72M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 2.1%
2025Q4
Current $442.57
16
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
3.92%
of portfolio
Number of shares
10,006,578 sh
Holdings current value
$553.06M
Avg closing price
$58.24
-16.7%
Last action
Trimmed 3.2%
2025Q4
Current $48.50
17
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.85%
of portfolio
Number of shares
2,762,587 sh
Holdings current value
$543.54M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 4.4%
2025Q4
Current $176.46
18
G5960L103MEDTRONIC PLC
3.85%
of portfolio
Number of shares
6,930,217 sh
Holdings current value
$543.05M
Avg closing price
$83.99
Last action
Exited
2025Q2
Current —
19
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
3.81%
of portfolio
Number of shares
12,593,677 sh
Holdings current value
$537.12M
Avg closing price
$40.73
+231.7%
Last action
Exited
2024Q1
Current $135.10
20
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.80%
of portfolio
Number of shares
8,107,189 sh
Holdings current value
$535.48M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.0%
2025Q4
Current $76.27
21
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
3.68%
of portfolio
Number of shares
3,478,146 sh
Holdings current value
$518.90M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 2.1%
2025Q4
Current $331.69
22
STTSTATE STR CORP
Financial Services·Asset Management
3.66%
of portfolio
Number of shares
7,708,812 sh
Holdings current value
$516.18M
Avg closing price
$73.46
+98.0%
Last action
Exited
2024Q1
Current $145.43
23
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
2.70%
of portfolio
Number of shares
3,594,186 sh
Holdings current value
$380.26M
Avg closing price
$89.71
+41.2%
Last action
Exited
2025Q2
Current $126.68
24
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.28%
of portfolio
Number of shares
8,087,037 sh
Holdings current value
$321.06M
Avg closing price
$30.47
+207.5%
Last action
Exited
2024Q2
Current $93.69
25
LHXL3HARRIS TECHNOLOGIES INC
Industrials·Aerospace & Defense
1.88%
of portfolio
Number of shares
1,524,007 sh
Holdings current value
$265.36M
Avg closing price
$190.90
+83.5%
Last action
Exited
2023Q4
Current $350.35

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOGL
5.16% · +161.1%
BKNG
5.12% · -93.8%
TJX
4.87% · +80.8%
CDW
4.81% · -33.6%
UNH
4.60% · -35.6%
MRSH
4.49% · -7.6%
ORCL
4.34% · +65.3%
MSFT
4.29% · +33.9%
V
4.23% · +37.8%
BDX
4.22% · -38.7%
AON PLC
4.21%
MCO
4.12% · +44.0%
FISV
4.10% · -43.4%
HCA
4.03% · +98.4%
SPGI
4.00% · +21.1%
FIS
3.92% · -12.2%
IQV
3.85% · -10.3%
MEDTRONIC PLC
3.85%
BK
3.81% · +216.8%
SYY
3.80% · +15.5%
AXP
3.68% · +122.3%
STT
3.66% · +117.2%
DG
2.70% · +19.7%
USFD
2.28% · +136.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services7 pos$3.95B31.9%
  • Technology4 pos$2.45B19.8%
  • Healthcare4 pos$2.36B19.0%
  • Consumer Cyclical2 pos$1.41B11.4%
  • Consumer Defensive3 pos$1.24B10.0%
  • Communication Services1 pos$728.5M5.9%
  • Industrials1 pos$265.4M2.1%
(12.2% unclassified, excluded from %)