Longview Partners

Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FIS, VIA.B, ORCL, FISV, Aon. These five stock positions account for 29.84% of Longview Partners's total stock portfolio.
  • Added to shares of these 10 stocks: FISV (+$371.51M), HCA HOLDINGS (+$173.67M), TWX (+$137.39M), Accenture (+$126.84M), YUM (+$110.80M), ORCL (+$94.26M), PFE (+$82.76M), WFC (+$76.67M), Covidien (+$68.86M), BK (+$59.41M).
  • Reduced shares in these 4 stocks: (-$529.73M), LH (-$224.31M), ZMH (-$160.79M), LLL.
  • Sold out of its positions in CSCO, ZMH.
  • As of Dec. 31, 2013, Longview Partners has $12.05B in assets under management (AUM). Assets under management grew from a total value of $10.76B to $12.05B.
  • Independent of market fluctuations, Longview Partners was a net buyer by $632.06M worth of stocks in the most recent quarter.

Longview Partners portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
FIS Fidelity National Information Services 6.12 +4.00% 13731771 53.68 52.86
VIA.B Via 5.99 +5.00% 8260746 87.34 0.00
ORCL Oracle Corporation 5.97 +15.00% 18795481 38.26 39.75
FISV Fiserv 5.90 +109.00% 12037370 59.05 57.38
Aon 5.87 +4.00% 8430819 83.89 0.00
Delphi Automotive Plc shs 5.83 +5.00% 11681973 60.13 0.00
Accenture 5.81 +22.00% 8520390 82.22 0.00
TWX Time Warner 5.75 +24.00% 9932691 69.72 65.03
BK Bank of New York Mellon Corporation 5.75 +9.00% 19826128 34.94 33.54
HCA HOLDINGS 5.60 +34.00% 14149027 47.71 0.00
YUM Yum! Brands 5.55 +19.00% 8848416 75.61 76.47
Covidien 5.46 +11.00% 9664099 68.10 0.00
WFC Wells Fargo & Company 5.39 +13.00% 14295582 45.40 48.96
PFE Pfizer 5.37 +14.00% 21128402 30.63 30.22
Te Connectivity Ltd for 5.27 +4.00% 11531601 55.11 0.00
BBT BB&T; Corporation 4.83 +7.00% 15609983 37.32 37.89
LLL L-3 Communications Holdings 3.47 3909295 106.86 117.72
DNB Dun & Bradstreet Corporation 2.80 +5.00% 2750389 122.75 104.33
ARW Arrow Electronics 1.37 +6.00% 3039209 54.25 59.28
AVT Avnet 1.32 +10.00% 3618771 44.11 45.65
LH Laboratory Corp. of America Holdings 0.59 -75.00% 784574 91.37 101.52

Past 13F-HR SEC Filings for Longview Partners

View All Filings for Longview Partners