Longview Partners as of Dec. 31, 2011
Portfolio Holdings for Longview Partners
Longview Partners holds 22 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pfizer (PFE) | 5.9 | $379M | 18M | 21.64 | |
Yum! Brands (YUM) | 5.6 | $364M | 6.2M | 59.01 | |
Time Warner | 5.5 | $358M | 9.9M | 36.14 | |
Cisco Systems (CSCO) | 5.1 | $330M | 18M | 18.08 | |
Fiserv (FI) | 5.1 | $330M | 5.6M | 58.74 | |
Fidelity National Information Services (FIS) | 5.1 | $329M | 12M | 26.59 | |
Wells Fargo & Company (WFC) | 5.0 | $325M | 12M | 27.56 | |
Covidien | 5.0 | $324M | 7.2M | 45.01 | |
Aon Corporation | 5.0 | $322M | 6.9M | 46.80 | |
Bank of New York Mellon Corporation (BK) | 4.9 | $313M | 16M | 19.91 | |
3M Company (MMM) | 4.9 | $314M | 3.8M | 81.73 | |
Accenture (ACN) | 4.7 | $305M | 5.7M | 53.23 | |
Te Connectivity Ltd for (TEL) | 4.7 | $300M | 9.7M | 30.81 | |
Zimmer Holdings (ZBH) | 4.6 | $296M | 5.5M | 53.42 | |
Ca | 4.5 | $293M | 15M | 20.22 | |
Quest Diagnostics Incorporated (DGX) | 4.3 | $276M | 4.8M | 58.06 | |
Oracle Corporation (ORCL) | 4.0 | $260M | 10M | 25.65 | |
Northrop Grumman Corporation (NOC) | 3.8 | $247M | 4.2M | 58.48 | |
L-3 Communications Holdings | 3.6 | $232M | 3.5M | 66.68 | |
Laboratory Corp. of America Holdings (LH) | 3.5 | $224M | 2.6M | 85.97 | |
Hewlett-Packard Company | 3.2 | $205M | 8.0M | 25.76 | |
BMC Software | 1.9 | $122M | 3.7M | 32.78 |