Longview Partners as of Sept. 30, 2014
Portfolio Holdings for Longview Partners
Longview Partners holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hca Holdings (HCA) | 7.2 | $902M | 13M | 70.52 | |
Amgen (AMGN) | 6.4 | $807M | 5.7M | 140.46 | |
Bank of New York Mellon Corporation (BK) | 6.1 | $770M | 20M | 38.73 | |
Fidelity National Information Services (FIS) | 5.9 | $743M | 13M | 56.30 | |
Fiserv (FI) | 5.9 | $740M | 11M | 64.63 | |
UnitedHealth (UNH) | 5.8 | $724M | 8.4M | 86.25 | |
Time Warner | 5.7 | $719M | 9.6M | 75.21 | |
Wells Fargo & Company (WFC) | 5.6 | $706M | 14M | 51.87 | |
Aon | 5.6 | $706M | 8.1M | 87.67 | |
Oracle Corporation (ORCL) | 5.5 | $685M | 18M | 38.28 | |
Accenture (ACN) | 5.4 | $684M | 8.4M | 81.32 | |
Delphi Automotive | 5.3 | $665M | 11M | 61.34 | |
Via | 5.2 | $657M | 8.5M | 76.94 | |
Yum! Brands (YUM) | 5.1 | $640M | 8.9M | 71.98 | |
Pfizer (PFE) | 4.9 | $618M | 21M | 29.57 | |
Te Connectivity Ltd for (TEL) | 4.7 | $588M | 11M | 55.29 | |
BB&T Corporation | 4.4 | $554M | 15M | 37.21 | |
Omni (OMC) | 2.6 | $323M | 4.7M | 68.86 | |
Arrow Electronics (ARW) | 1.3 | $166M | 3.0M | 55.35 | |
Avnet (AVT) | 1.2 | $156M | 3.8M | 41.50 | |
Advance Auto Parts (AAP) | 0.2 | $20M | 152k | 130.30 |