Longview Partners

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

  • Top 5 stock holdings are Aon, Delphi Automotive Plc shs, PH, FIS, UNH, and represent 26.13% of Longview Partners's stock portfolio.
  • Added to shares of these 10 stocks: DG (+$268.29M), GWW (+$223.93M), PFE (+$210.67M), WFC (+$198.65M), HCA HOLDINGS Inc (+$163.45M), ZMH (+$132.19M), FISV (+$131.55M), OMC (+$122.45M), ORCL (+$86.22M), EMR (+$71.28M).
  • Reduced shares in these 6 stocks: PGR (-$650.77M), , AVT (-$161.06M), MD (-$109.17M), , AXP.
  • Sold out of its positions in AVT, Accenture, Te Connectivity Ltd for.
  • Longview Partners was a net buyer of stock by $496.13M.
  • Longview Partners has $18.51B in assets under management (AUM), growing by 6.76%.

Companies in the Longview Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Aon 5.53 7.00M +4% 146.10
Delphi Automotive Plc shs 5.43 10.21M +4% 98.40
Parker-Hannifin Corporation (PH) 5.12 5.41M +5% 175.02
Fidelity National Information Services (FIS) 5.06 10.03M +5% 93.39
UnitedHealth (UNH) 5.00 4.72M +4% 195.85
Bank of New York Mellon Corporation (BK) 4.98 17.38M +5% 53.02
Dollar General (DG) 4.96 11.32M +41% 81.05
W.W. Grainger (GWW) 4.86 5.00M +33% 179.75
Wells Fargo & Company (WFC) 4.81 16.15M +28% 55.15
HCA HOLDINGS Inc 4.79 11.14M +22% 79.59
Zimmer Holdings (ZMH) 4.75 7.51M +17% 117.09
Quintiles Transnatio Hldgs I 4.73 9.22M +5% 95.07
Willis Towers Watson 4.73 5.68M +6% 154.23
Oracle Corporation (ORCL) 4.71 18.03M +10% 48.35
Pfizer (PFE) 4.70 24.37M +31% 35.70
Emerson Electric (EMR) 4.67 13.76M +8% 62.84
Thermo Fisher Scientific (TMO) 4.67 4.56M +7% 189.20
State Street Corporation (STT) 4.16 8.06M +6% 95.54
Fiserv (FISV) 3.76 5.39M +23% 128.96
Servicemaster Global 2.40 9.49M +4% 46.73
Omni (OMC) 2.26 5.65M +41% 74.07
Progressive Corporation (PGR) 1.60 6.11M -68% 48.42
Arrow Electronics (ARW) 1.28 2.94M +5% 80.41
Mednax (MD) 0.58 2.49M -50% 43.12
American Express Company (AXP) 0.50 1.03M -3% 90.46

Past 13F-HR SEC Filings by Longview Partners

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