Longview Partners

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

  • Top 5 stock holdings are CDW, UNH, TJX, GWW, MSFT, and represent 20.54% of Longview Partners's stock portfolio.
  • Added to shares of these 3 stocks: SPGI (+$469M), BKNG (+$452M), GOOGL (+$434M).
  • Started 2 new stock positions in BKNG, SPGI.
  • Reduced shares in these 10 stocks: GWW (-$149M), AON (-$128M), UNH (-$121M), MMC (-$112M), HCA (-$88M), IQV (-$80M), TJX (-$75M), SYY (-$70M), CDW (-$66M), FISV (-$56M).
  • Longview Partners was a net seller of stock by $-27M.
  • Longview Partners has $12B in assets under management (AUM), dropping by -10.84%.
  • Central Index Key (CIK): 0001426092

Tip: Access up to 7 years of quarterly data

Positions held by Longview Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Longview Partners

Longview Partners holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cdw (CDW) 4.1 $481M -12% 3.1M 156.08
UnitedHealth (UNH) 4.1 $480M -20% 951k 505.04
TJX Companies (TJX) 4.1 $480M -13% 7.7M 62.12
W.W. Grainger (GWW) 4.1 $478M -23% 977k 489.19
Microsoft Corporation (MSFT) 4.1 $477M -6% 2.0M 232.90
Fiserv (FISV) 4.1 $474M -10% 5.1M 93.57
Becton, Dickinson and (BDX) 4.1 $474M -10% 2.1M 222.83
Marsh & McLennan Companies (MMC) 4.1 $473M -19% 3.2M 149.29
State Street Corporation (STT) 4.0 $472M -6% 7.8M 60.81
Aon Shs Cl A (AON) 4.0 $471M -21% 1.8M 267.87
Hca Holdings (HCA) 4.0 $470M -15% 2.6M 183.79
Bank of New York Mellon Corporation (BK) 4.0 $469M -6% 12M 38.52
S&p Global (SPGI) 4.0 $469M NEW 1.5M 305.35
American Express Company (AXP) 4.0 $469M -9% 3.5M 134.91

Setup an alert

Longview Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Henry Schein (HSIC) 4.0 $467M -7% 7.1M 65.77
Alphabet Cap Stk Cl A (GOOGL) 3.9 $459M +1763% 4.8M 95.65
L3harris Technologies (LHX) 3.9 $455M -8% 2.2M 207.83
Booking Holdings (BKNG) 3.9 $452M NEW 275k 1643.21
Moody's Corporation (MCO) 3.8 $446M -5% 1.8M 243.11
Iqvia Holdings (IQV) 3.8 $442M -15% 2.4M 181.14
SYSCO Corporation (SYY) 3.8 $441M -13% 6.2M 70.71
Oracle Corporation (ORCL) 3.8 $441M -9% 7.2M 61.07
Medtronic SHS (MDT) 3.4 $394M -6% 4.9M 80.75
Fidelity National Information Services (FIS) 2.7 $311M -5% 4.1M 75.57
Charter Communications Inc N Cl A (CHTR) 2.4 $284M -6% 937k 303.35
Us Foods Hldg Corp call (USFD) 1.9 $220M -5% 8.3M 26.44
Zimmer Holdings (ZBH) 1.9 $218M -5% 2.1M 104.55

Past Filings by Longview Partners

SEC 13F filings are viewable for Longview Partners going back to 2011

View all past filings