Longview Partners

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

  • Top 5 stock holdings are UNH, AON, GWW, HCA, HSIC, and represent 26.04% of Longview Partners's stock portfolio.
  • Added to shares of these 2 stocks: CDW (+$502M), MCO (+$51M).
  • Started 1 new stock positions in MCO.
  • Reduced shares in these 10 stocks: AXP (-$83M), BK (-$66M), GWW (-$61M), AON (-$55M), LHX (-$44M), UNH (-$33M), HCA (-$30M), HSIC (-$26M), STT (-$25M), GOOGL (-$25M).
  • Longview Partners was a net seller of stock by $-100M.
  • Longview Partners has $15B in assets under management (AUM), dropping by -2.51%.
  • Central Index Key (CIK): 0001426092

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Portfolio Holdings for Longview Partners

Companies in the Longview Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 5.7 $872M -3% 1.7M 509.97
Aon Shs Cl A (AON) 5.3 $812M -6% 2.5M 325.63
W.W. Grainger (GWW) 5.2 $787M -7% 1.5M 515.79
Hca Holdings (HCA) 5.0 $761M -3% 3.0M 250.62
Henry Schein (HSIC) 4.9 $745M -3% 8.5M 87.19
Becton, Dickinson and (BDX) 4.9 $742M -2% 2.8M 266.00
Marsh & McLennan Companies (MMC) 4.8 $740M -2% 4.3M 170.42
Alphabet Cap Stk Cl A (GOOGL) 4.8 $737M -3% 265k 2781.35
American Express Company (AXP) 4.8 $733M -10% 3.9M 187.00
Iqvia Holdings (IQV) 4.8 $726M -2% 3.1M 231.21
L3harris Technologies (LHX) 4.7 $725M -5% 2.9M 248.47
State Street Corporation (STT) 4.7 $722M -3% 8.3M 87.12
Oracle Corporation (ORCL) 4.3 $659M -2% 8.0M 82.73
Bank of New York Mellon Corporation (BK) 4.3 $651M -9% 13M 49.63

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SYSCO Corporation (SYY) 4.2 $644M -2% 7.9M 81.65
Cdw (CDW) 4.1 $628M +399% 3.5M 178.89
Medtronic SHS (MDT) 3.8 $576M -2% 5.2M 110.95
Fiserv (FISV) 3.8 $575M -2% 5.7M 101.40
Charter Communications Inc N Cl A (CHTR) 3.6 $545M -2% 998k 545.52
TJX Companies (TJX) 3.5 $542M -2% 8.9M 60.58
Fidelity National Information Services (FIS) 2.9 $439M -2% 4.4M 100.42
Us Foods Hldg Corp call (USFD) 2.2 $334M -2% 8.9M 37.63
Zimmer Holdings (ZBH) 1.9 $284M -2% 2.2M 127.90
Arrow Electronics (ARW) 1.3 $197M -3% 1.7M 118.63
Moody's Corporation (MCO) 0.3 $51M NEW 152k 337.41
Frontdoor (FTDR) 0.3 $50M -2% 1.7M 29.85

Past Filings by Longview Partners

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

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