Longview Partners
Latest statistics and disclosures from Longview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Aon, PGR, Delphi Automotive Plc shs, BK, UNH, and represent 24.73% of Longview Partners's stock portfolio.
- Added to shares of these 10 stocks: DG (+$577.55M), STT (+$295.22M), GWW (+$166.80M), PH (+$57.87M), PGR (+$45.64M), Quintiles Transnatio Hldgs I (+$45.24M), PFE (+$39.94M), Willis Towers Watson (+$37.26M), BK (+$37.09M), FIS (+$36.60M).
- Started 1 new stock positions in DG.
- Reduced shares in these 3 stocks: Te Connectivity Ltd for (-$316.21M), FISV (-$72.70M), Accenture (-$16.74M).
- Longview Partners was a net buyer of stock by $1.29B.
- Longview Partners has $17.34B in assets under management (AUM), growing by 12.78%.
Companies in the Longview Partners portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Aon | 5.14 | 6.70M | 132.95 | |
| Progressive Corporation (PGR) | 4.97 | 19.55M | +5% | 44.09 |
| Delphi Automotive Plc shs | 4.94 | 9.77M | +3% | 87.65 |
| Bank of New York Mellon Corporation (BK) | 4.86 | 16.52M | +4% | 51.02 |
| UnitedHealth (UNH) | 4.82 | 4.51M | +3% | 185.42 |
| Parker-Hannifin Corporation (PH) | 4.73 | 5.13M | +7% | 159.82 |
| Zimmer Holdings (ZMH) | 4.72 | 6.38M | +4% | 128.40 |
| Oracle Corporation (ORCL) | 4.70 | 16.25M | +4% | 50.14 |
| Fidelity National Information Services (FIS) | 4.68 | 9.50M | +4% | 85.40 |
| HCA HOLDINGS Inc | 4.57 | 9.08M | +4% | 87.20 |
| Quintiles Transnatio Hldgs I | 4.50 | 8.71M | +6% | 89.50 |
| Willis Towers Watson | 4.46 | 5.32M | +5% | 145.46 |
| Emerson Electric (EMR) | 4.34 | 12.62M | +4% | 59.62 |
| Thermo Fisher Scientific (TMO) | 4.28 | 4.25M | +2% | 174.47 |
| Wells Fargo & Company (WFC) | 4.01 | 12.54M | +5% | 55.41 |
| State Street Corporation (STT) | 3.92 | 7.57M | +76% | 89.73 |
| W.W. Grainger (GWW) | 3.91 | 3.76M | +32% | 180.53 |
| Accenture | 3.68 | 5.15M | -2% | 123.68 |
| Pfizer (PFE) | 3.58 | 18.47M | +6% | 33.59 |
| Dollar General (DG) | 3.33 | 8.01M | NEW | 72.09 |
| Fiserv (FISV) | 3.08 | 4.37M | -11% | 122.34 |
| Servicemaster Global | 2.05 | 9.07M | +5% | 39.19 |
| Omni (OMC) | 1.91 | 4.00M | +5% | 82.90 |
| Mednax (MD) | 1.75 | 5.02M | +10% | 60.37 |
| Arrow Electronics (ARW) | 1.26 | 2.79M | +4% | 78.42 |
| Avnet (AVT) | 0.93 | 4.14M | +17% | 38.88 |
| American Express Company (AXP) | 0.52 | 1.07M | +5% | 84.24 |
| Te Connectivity Ltd for | 0.37 | 804450 | -83% | 78.68 |
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Past 13F-HR SEC Filings by Longview Partners
- 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
- Longview Partners 2014 Q3 amended filed Feb. 25, 2015
- Longview Partners 2014 Q2 amended filed Feb. 25, 2015
- Longview Partners 2014 Q1 amended filed Feb. 25, 2015
- Longview Partners 2013 Q4 amended filed Feb. 25, 2015
- Longview Partners 2013 Q3 amended filed Feb. 25, 2015
- Longview Partners 2014 Q4 filed Feb. 6, 2015
- Longview Partners 2014 Q3 filed Nov. 6, 2014
- Longview Partners 2014 Q2 filed Aug. 1, 2014