Longview Partners as of March 31, 2012
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Yum! Brands (YUM) | 5.5 | $428M | 6.0M | 71.18 | |
Fidelity National Information Services (FIS) | 5.3 | $415M | 13M | 33.12 | |
Wells Fargo & Company (WFC) | 5.3 | $412M | 12M | 34.14 | |
Pfizer (PFE) | 5.2 | $407M | 18M | 22.65 | |
Ca | 5.2 | $404M | 15M | 27.56 | |
Covidien | 5.2 | $404M | 7.4M | 54.68 | |
Fiserv (FI) | 5.1 | $399M | 5.7M | 69.39 | |
Cisco Systems (CSCO) | 5.1 | $396M | 19M | 21.15 | |
Bank of New York Mellon Corporation (BK) | 5.0 | $389M | 16M | 24.13 | |
Time Warner | 4.9 | $384M | 10M | 37.75 | |
Accenture (ACN) | 4.8 | $379M | 5.9M | 64.50 | |
Te Connectivity Ltd for (TEL) | 4.7 | $367M | 10M | 36.75 | |
Zimmer Holdings (ZBH) | 4.7 | $366M | 5.7M | 64.28 | |
3M Company (MMM) | 4.5 | $352M | 3.9M | 89.21 | |
Aon Corporation | 4.5 | $349M | 7.1M | 49.06 | |
Oracle Corporation (ORCL) | 3.9 | $304M | 10M | 29.16 | |
Quest Diagnostics Incorporated (DGX) | 3.8 | $298M | 4.9M | 61.15 | |
Northrop Grumman Corporation (NOC) | 3.4 | $265M | 4.3M | 61.08 | |
L-3 Communications Holdings | 3.2 | $253M | 3.6M | 70.77 | |
Laboratory Corp. of America Holdings (LH) | 3.1 | $245M | 2.7M | 91.54 | |
Hewlett-Packard Company | 2.5 | $195M | 8.2M | 23.83 | |
Delphi Automotive | 2.3 | $179M | 5.7M | 31.60 | |
Dun & Bradstreet Corporation | 2.0 | $159M | 1.9M | 84.73 | |
Arrow Electronics (ARW) | 0.7 | $53M | 1.3M | 41.97 | |
Avnet (AVT) | 0.1 | $8.1M | 222k | 36.39 |