Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKNG, FI, AXP, ORCL, TJX, and represent 27.11% of Longview Partners's stock portfolio.
- Reduced shares in these 10 stocks: FI (-$86M), ORCL (-$67M), BKNG (-$55M), TJX (-$37M), AXP (-$33M), MCO (-$29M), GOOGL (-$28M), V (-$28M), FIS (-$27M), MSFT (-$26M).
- Longview Partners was a net seller of stock by $-697M.
- Longview Partners has $13B in assets under management (AUM), dropping by -8.14%.
- Central Index Key (CIK): 0001426092
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Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 5.7 | $765M | -6% | 154k | 4968.42 |
|
| Fiserv (FI) | 5.6 | $754M | -10% | 3.7M | 205.42 |
|
| American Express Company (AXP) | 5.5 | $740M | -4% | 2.5M | 296.79 |
|
| Oracle Corporation (ORCL) | 5.2 | $699M | -8% | 4.2M | 166.64 |
|
| TJX Companies (TJX) | 5.0 | $673M | -5% | 5.6M | 120.81 |
|
| Moody's Corporation (MCO) | 5.0 | $667M | -4% | 1.4M | 473.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $650M | -4% | 3.4M | 189.30 |
|
| Visa Com Cl A (V) | 4.7 | $632M | -4% | 2.0M | 316.04 |
|
| Fidelity National Information Services (FIS) | 4.6 | $621M | -4% | 7.7M | 80.77 |
|
| Microsoft Corporation (MSFT) | 4.6 | $610M | -4% | 1.4M | 421.50 |
|
| S&p Global (SPGI) | 4.4 | $594M | -4% | 1.2M | 498.03 |
|
| Marsh & McLennan Companies (MMC) | 4.1 | $544M | -4% | 2.6M | 212.41 |
|
| Hca Holdings (HCA) | 3.9 | $528M | -4% | 1.8M | 300.15 |
|
| Aon Shs Cl A (AON) | 3.9 | $527M | -3% | 1.5M | 359.16 |
|
| Adobe Systems Incorporated (ADBE) | 3.8 | $508M | -4% | 1.1M | 444.68 |
|
| Thermo Fisher Scientific (TMO) | 3.8 | $505M | -4% | 971k | 520.23 |
|
| UnitedHealth (UNH) | 3.8 | $504M | -4% | 996k | 505.86 |
|
| SYSCO Corporation (SYY) | 3.6 | $481M | -4% | 6.3M | 76.46 |
|
| Becton, Dickinson and (BDX) | 3.4 | $449M | -4% | 2.0M | 226.87 |
|
| Cdw (CDW) | 3.3 | $445M | -4% | 2.6M | 174.04 |
|
| Medtronic SHS (MDT) | 3.3 | $441M | -5% | 5.5M | 79.88 |
|
| Iqvia Holdings (IQV) | 3.2 | $423M | -4% | 2.2M | 196.51 |
|
| Nike CL B (NKE) | 2.7 | $368M | -4% | 4.9M | 75.67 |
|
| Dollar General (DG) | 2.0 | $262M | -3% | 3.5M | 75.82 |
|
Past Filings by Longview Partners
SEC 13F filings are viewable for Longview Partners going back to 2011
- Longview Partners 2024 Q4 filed Feb. 13, 2025
- Longview Partners 2024 Q3 filed Nov. 13, 2024
- Longview Partners 2024 Q2 filed Aug. 13, 2024
- Longview Partners 2024 Q1 filed May 14, 2024
- Longview Partners 2023 Q4 filed Feb. 13, 2024
- Longview Partners 2023 Q3 filed Nov. 13, 2023
- Longview Partners 2023 Q2 filed Aug. 11, 2023
- Longview Partners 2023 Q1 filed May 12, 2023
- Longview Partners 2022 Q4 filed Feb. 13, 2023
- Longview Partners 2022 Q3 filed Nov. 14, 2022
- Longview Partners 2022 Q2 filed Aug. 12, 2022
- Longview Partners 2022 Q1 filed May 13, 2022
- Longview Partners 2021 Q4 filed Feb. 11, 2022
- Longview Partners 2021 Q3 filed Nov. 12, 2021
- Longview Partners 2021 Q2 filed Aug. 13, 2021
- Longview Partners 2021 Q1 filed May 14, 2021