Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STT, ORCL, GWW, Aon, BK, and represent 26.57% of Longview Partners's stock portfolio.
- Added to shares of these 10 stocks: AXP (+$744.17M), Iqvia Holdings Inc (+$742.55M), FISV (+$650.02M), SYY (+$208.27M), BK (+$46.10M), WFC (+$13.89M), EMR (+$11.43M), OMC (+$10.77M), Medtronic (+$9.41M), PH (+$8.39M).
- Started 1 new stock positions in Iqvia Holdings Inc.
- Reduced shares in these 10 stocks: Charter Communications Inc New Cl A cl a (-$440.61M), Allergan (-$336.23M), FIS (-$235.91M), Willis Towers Watson (-$194.48M), Aon (-$123.11M), ORCL (-$77.54M), HSIC (-$16.06M), STT (-$11.94M), UNH (-$9.29M), GWW (-$5.71M).
- Longview Partners was a net buyer of stock by $1.01B.
- Longview Partners has $18.58B in assets under management (AUM), dropping by -22.18%.
Portfolio Holdings for Longview Partners
Companies in the Longview Partners portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| State Street Corporation (STT) | 5.48 | 19.11M | 53.27 | |
| Oracle Corporation (ORCL) | 5.46 | 21.00M | -7% | 48.33 |
| W.W. Grainger (GWW) | 5.46 | 4.08M | 248.50 | |
| Aon | 5.12 | 5.77M | -11% | 165.04 |
| Bank of New York Mellon Corporation (BK) | 5.04 | 27.82M | +5% | 33.68 |
| Willis Towers Watson | 5.04 | 5.51M | -17% | 169.85 |
| Fidelity National Information Services (FIS) | 5.02 | 7.67M | -20% | 121.64 |
| UnitedHealth (UNH) | 5.00 | 3.72M | 249.38 | |
| Charter Communications Inc New Cl A cl a | 4.88 | 2.08M | -32% | 436.31 |
| Allergan | 4.78 | 5.01M | -27% | 177.10 |
| Parker-Hannifin Corporation (PH) | 4.67 | 6.69M | 129.73 | |
| Fiserv (FISV) | 4.61 | 9.02M | +314% | 94.99 |
| HCA HOLDINGS Inc | 4.59 | 9.50M | 89.85 | |
| Emerson Electric (EMR) | 4.38 | 17.09M | 47.65 | |
| American Express Company (AXP) | 4.36 | 9.47M | +1124% | 85.61 |
| Medtronic | 4.34 | 8.93M | 90.18 | |
| Wells Fargo & Company (WFC) | 4.08 | 26.42M | 28.70 | |
| Iqvia Holdings Inc | 4.00 | 6.88M | NEW | 107.86 |
| Henry Schein (HSIC) | 3.97 | 14.59M | -2% | 50.52 |
| SYSCO Corporation (SYY) | 2.80 | 11.41M | +66% | 45.63 |
| Omni (OMC) | 2.32 | 7.85M | +2% | 54.90 |
| Us Foods Hldg Corp call | 1.62 | 17.02M | 17.71 | |
| TJX Companies (TJX) | 1.30 | 5.04M | 47.81 | |
| Arrow Electronics (ARW) | 1.02 | 3.66M | +3% | 51.87 |
| Frontdoor Inc | 0.64 | 3.41M | 34.78 |
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Past Filings by Longview Partners
View past SEC 13F filings by Longview Partners
- Longview Partners 2019 Q4 filed Feb. 13, 2020
- Longview Partners 2019 Q3 filed Nov. 13, 2019
- Longview Partners 2019 Q2 filed Aug. 13, 2019
- Longview Partners 2019 Q1 filed May 15, 2019
- Longview Partners 2018 Q4 filed Feb. 13, 2019
- Longview Partners 2018 Q3 filed Oct. 19, 2018
- Longview Partners 2018 Q2 filed Aug. 1, 2018
- Longview Partners 2018 Q1 filed April 16, 2018
- Longview Partners 2017 Q4 filed Feb. 6, 2018
- Longview Partners 2017 Q3 filed Oct. 30, 2017
- Longview Partners 2017 Q2 filed July 26, 2017
- Longview Partners 2017 Q1 filed May 8, 2017
- Longview Partners 2016 Q4 filed Feb. 10, 2017
- Longview Partners 2016 Q3 filed Nov. 7, 2016
- Longview Partners 2016 Q2 filed July 29, 2016
- Longview Partners 2016 Q1 filed April 20, 2016
- Longview Partners 2015 Q4 filed Jan. 29, 2016
- Longview Partners 2015 Q3 filed Nov. 2, 2015
- Longview Partners 2015 Q2 amended filed Sept. 18, 2015