Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Willis Towers Watson, HCA HOLDINGS Inc, Charter Communications Inc New Cl A cl a, ORCL, Aon, and represent 30.88% of Longview Partners's stock portfolio.
- Added to shares of these 10 stocks: STT (+$291.70M), BK (+$278.76M), Medtronic (+$271.47M), WFC (+$240.89M), GWW (+$189.04M), ORCL (+$183.46M), Charter Communications Inc New Cl A cl a (+$150.65M), HSIC (+$148.04M), Willis Towers Watson (+$139.81M), EMR (+$135.73M).
- Reduced shares in these 3 stocks: Iqvia Holdings Inc (-$893.85M), DG (-$548.55M), ZMH (-$293.71M).
- Sold out of its positions in DG, Iqvia Holdings Inc, ZMH.
- Longview Partners was a net buyer of stock by $1.14B.
- Longview Partners has $20.62B in assets under management (AUM), growing by 8.63%.
Companies in the Longview Partners portfolio as of June 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Willis Towers Watson | 6.23 | 6.70M | +12% | 191.54 |
| HCA HOLDINGS Inc | 6.22 | 9.49M | +9% | 135.17 |
| Charter Communications Inc New Cl A cl a | 6.21 | 3.24M | +13% | 395.18 |
| Oracle Corporation (ORCL) | 6.14 | 22.24M | +16% | 56.97 |
| Aon | 6.08 | 6.50M | +8% | 192.98 |
| Wells Fargo & Company (WFC) | 5.99 | 26.12M | +24% | 47.32 |
| Fidelity National Information Services (FIS) | 5.96 | 10.02M | +8% | 122.68 |
| Allergan | 5.67 | 6.99M | +10% | 167.43 |
| Bank of New York Mellon Corporation (BK) | 5.65 | 26.41M | +31% | 44.15 |
| State Street Corporation (STT) | 5.54 | 20.40M | +34% | 56.06 |
| Parker-Hannifin Corporation (PH) | 5.48 | 6.64M | +10% | 170.01 |
| Emerson Electric (EMR) | 5.46 | 16.86M | +13% | 66.72 |
| W.W. Grainger (GWW) | 5.35 | 4.11M | +20% | 268.23 |
| Henry Schein (HSIC) | 5.26 | 15.53M | +15% | 69.90 |
| UnitedHealth (UNH) | 4.44 | 3.75M | +9% | 244.01 |
| Medtronic | 4.18 | 8.84M | +46% | 97.39 |
| Omni (OMC) | 3.04 | 7.65M | +14% | 81.95 |
| Us Foods Hldg Corp call | 2.92 | 16.87M | +11% | 35.76 |
| TJX Companies (TJX) | 1.28 | 5.00M | +9% | 52.88 |
| Arrow Electronics (ARW) | 1.21 | 3.51M | +21% | 71.27 |
| Fiserv (FISV) | 0.96 | 2.18M | +9% | 91.16 |
| Frontdoor Inc | 0.71 | 3.38M | +9% | 43.55 |
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Past 13F-HR SEC Filings by Longview Partners
- 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 Q1 amended filed Sept. 18, 2015
- Longview Partners 2015 Q2 amended filed Sept. 18, 2015
- Longview Partners 2015 Q2 filed Aug. 3, 2015
- Longview Partners 2015 Q1 filed May 7, 2015