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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 · 2025Q1
25 positions
1
FISVFISERV INC
5.00%
of portfolio
Number of shares
2,815,218 sh
Holdings current value
$621.68M
Avg closing price
$103.02
-37.9%
Last action
Added 0.3%
2025Q4
Current $63.97
2
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
4.96%
of portfolio
Number of shares
1,323,918 sh
Holdings current value
$616.54M
Avg closing price
$278.15
+63.7%
Last action
Trimmed 3.8%
2025Q4
Current $455.35
3
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
4.95%
of portfolio
Number of shares
133,481 sh
Holdings current value
$614.93M
Avg closing price
$1671
-88.5%
Last action
Trimmed 6.5%
2025Q4
Current $192.01
4
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
4.91%
of portfolio
Number of shares
5,009,877 sh
Holdings current value
$610.20M
Avg closing price
$66.54
+141.5%
Last action
Exited
2025Q3
Current $160.68
5
VVISA INC
Financial Services·Credit Services
4.90%
of portfolio
Number of shares
1,739,126 sh
Holdings current value
$609.49M
Avg closing price
$225.96
+40.3%
Last action
Trimmed 3.8%
2025Q4
Current $317.02
6
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
4.72%
of portfolio
Number of shares
2,405,616 sh
Holdings current value
$587.04M
Avg closing price
$148.90
+18.1%
Last action
Trimmed 2.9%
2025Q4
Current $175.80
7
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
4.61%
of portfolio
Number of shares
1,658,478 sh
Holdings current value
$573.09M
Avg closing price
$89.89
+442.9%
Last action
Exited
2025Q4
Current $488.00
8
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
4.59%
of portfolio
Number of shares
1,123,705 sh
Holdings current value
$570.95M
Avg closing price
$308.21
+43.6%
Last action
Trimmed 2.9%
2025Q4
Current $442.57
9
ORCLORACLE CORP
Technology·Software - Infrastructure
4.44%
of portfolio
Number of shares
3,946,361 sh
Holdings current value
$551.74M
Avg closing price
$46.22
+278.8%
Last action
Exited
2025Q3
Current $175.06
10
G0403H108AON PLC
4.44%
of portfolio
Number of shares
1,381,341 sh
Holdings current value
$551.28M
Avg closing price
$201.59
Last action
Trimmed 3.6%
2025Q4
Current —
11
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
4.35%
of portfolio
Number of shares
7,237,324 sh
Holdings current value
$540.48M
Avg closing price
$58.24
-16.7%
Last action
Trimmed 4.4%
2025Q4
Current $48.50
12
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.11%
of portfolio
Number of shares
1,362,259 sh
Holdings current value
$511.38M
Avg closing price
$258.78
+63.4%
Last action
Trimmed 3.8%
2025Q4
Current $422.79
13
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.02%
of portfolio
Number of shares
3,229,954 sh
Holdings current value
$499.48M
Avg closing price
$150.39
+127.2%
Last action
Trimmed 17.8%
2025Q4
Current $341.68
14
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
3.95%
of portfolio
Number of shares
937,732 sh
Holdings current value
$491.14M
Avg closing price
$259.67
+25.0%
Last action
Trimmed 6.7%
2025Q4
Current $324.63
15
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
3.90%
of portfolio
Number of shares
1,800,058 sh
Holdings current value
$484.31M
Avg closing price
$88.47
+274.9%
Last action
Trimmed 4.0%
2025Q4
Current $331.69
16
CRMSALESFORCE COM INC
Technology·Software - Application
3.77%
of portfolio
Number of shares
1,743,717 sh
Holdings current value
$467.94M
Avg closing price
$267.19
-31.8%
Last action
Trimmed 1.3%
2025Q4
Current $182.14
17
G5960L103MEDTRONIC PLC
3.76%
of portfolio
Number of shares
5,197,530 sh
Holdings current value
$467.05M
Avg closing price
$83.99
Last action
Exited
2025Q2
Current —
18
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.66%
of portfolio
Number of shares
914,185 sh
Holdings current value
$454.90M
Avg closing price
$165.07
+219.0%
Last action
Trimmed 5.5%
2025Q4
Current $526.60
19
SYYSYSCO CORP
Consumer Defensive·Food Distribution
3.58%
of portfolio
Number of shares
5,930,384 sh
Holdings current value
$445.02M
Avg closing price
$65.82
+15.9%
Last action
Trimmed 1.4%
2025Q4
Current $76.27
20
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
3.43%
of portfolio
Number of shares
1,863,329 sh
Holdings current value
$426.81M
Avg closing price
$232.64
-31.9%
Last action
Trimmed 5.6%
2025Q4
Current $158.54
21
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.32%
of portfolio
Number of shares
1,074,485 sh
Holdings current value
$412.10M
Avg closing price
$527.13
-53.6%
Last action
Trimmed 1.3%
2025Q4
Current $244.45
22
CDWCDW CORP
Technology·Information Technology Services
3.11%
of portfolio
Number of shares
2,409,249 sh
Holdings current value
$386.11M
Avg closing price
$181.44
-26.2%
Last action
Trimmed 1.1%
2025Q4
Current $133.96
23
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
2.88%
of portfolio
Number of shares
2,028,276 sh
Holdings current value
$357.59M
Avg closing price
$120.84
+46.0%
Last action
Trimmed 5.9%
2025Q4
Current $176.46
24
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
2.34%
of portfolio
Number of shares
4,580,222 sh
Holdings current value
$290.75M
Avg closing price
$89.29
-48.4%
Last action
Trimmed 2.4%
2025Q4
Current $46.03
25
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
2.30%
of portfolio
Number of shares
3,254,829 sh
Holdings current value
$286.20M
Avg closing price
$89.71
+41.2%
Last action
Exited
2025Q2
Current $126.68

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FISV
5.00% · -71.0%
MCO
4.96% · -2.2%
BKNG
4.95% · -95.8%
TJX
4.91% · +31.9%
V
4.90% · -9.5%
MRSH
4.72% · -28.0%
HCA
4.61% · +41.2%
SPGI
4.59% · -12.9%
ORCL
4.44% · +25.2%
AON PLC
4.44%
FIS
4.35% · -35.1%
MSFT
4.11% · +12.6%
GOOGL
4.02% · +121.0%
UNH
3.95% · -38.0%
AXP
3.90% · +23.3%
CRM
3.77% · -32.1%
MEDTRONIC PLC
3.76%
TMO
3.66% · +5.8%
SYY
3.58% · +1.6%
BDX
3.43% · -30.8%
ADBE
3.32% · -36.3%
CDW
3.11% · -16.4%
IQV
2.88% · +0.1%
NKE
2.34% · -27.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology6 pos$2.87B26.6%
  • Financial Services5 pos$2.87B26.6%
  • Healthcare5 pos$2.30B21.4%
  • Consumer Cyclical3 pos$1.52B14.1%
  • Consumer Defensive2 pos$731.2M6.8%
  • Communication Services1 pos$499.5M4.6%
(13.2% unclassified, excluded from %)