DOSSIER · 13F-HR · Q4 2025

Longview Partners (Guernsey) LTD

Longview (Guernsey)'s family office based in Omaha, NE — $9.6B in tracked AUM across 23 positions as of Q4 2025.

L(

Longview (Guernsey)·Omaha, NE·Family Office

CIK 0001426092 · last filed Dec 31, 2025

Total AUM

$9.6B

▼ 4.3%

vs prior

Holdings

23

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

40% weight

concentration

AI Analysis · Q4 2025 · Q4 2025

Comprehensive Analysis of Longview Partners (Guernsey) LTD 13F Filing

1. Portfolio Overview

The filing for the period ending September 30, 2025, reveals a dramatic transformation in the Longview Partners (Guernsey) LTD portfolio. The total assets under management (AUM) plummeted by 52.8%, decreasing from $11.61 billion to $5.48 billion. This reduction is not solely attributable to market performance but is driven by significant capital allocation decisions, evidenced by the exi...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

ALPHABET INC

$504M1.6M5.3%

02

IQVIA HLDGS INC

$501M2.2M5.2%

03

MOODYS CORP

$494M966K5.2%

04

THERMO FISHER SCIENTIFIC INC

$493M850K5.1%

05

BOOKING HOLDINGS INC

$488M91K5.1%

06

AMERICAN EXPRESS CO

$483M1.3M5.0%

07

MICROSOFT CORP

$478M989K5.0%

08

SALESFORCE INC

$446M1.7M4.7%

09

VISA INC

$444M1.3M4.6%

10

S&P GLOBAL INC

$433M829K4.5%

Filing history

Filing history loading…