Longview Partners as of Dec. 31, 2011
Portfolio Holdings for Longview Partners
Longview Partners holds 22 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 5.9 | $379M | 18M | 21.64 | |
| Yum! Brands (YUM) | 5.6 | $364M | 6.2M | 59.01 | |
| Time Warner | 5.5 | $358M | 9.9M | 36.14 | |
| Cisco Systems (CSCO) | 5.1 | $330M | 18M | 18.08 | |
| Fiserv (FI) | 5.1 | $330M | 5.6M | 58.74 | |
| Fidelity National Information Services (FIS) | 5.1 | $329M | 12M | 26.59 | |
| Wells Fargo & Company (WFC) | 5.0 | $325M | 12M | 27.56 | |
| Covidien | 5.0 | $324M | 7.2M | 45.01 | |
| Aon Corporation | 5.0 | $322M | 6.9M | 46.80 | |
| Bank of New York Mellon Corporation (BK) | 4.9 | $313M | 16M | 19.91 | |
| 3M Company (MMM) | 4.9 | $314M | 3.8M | 81.73 | |
| Accenture (ACN) | 4.7 | $305M | 5.7M | 53.23 | |
| Te Connectivity Ltd for | 4.7 | $300M | 9.7M | 30.81 | |
| Zimmer Holdings (ZBH) | 4.6 | $296M | 5.5M | 53.42 | |
| Ca | 4.5 | $293M | 15M | 20.22 | |
| Quest Diagnostics Incorporated (DGX) | 4.3 | $276M | 4.8M | 58.06 | |
| Oracle Corporation (ORCL) | 4.0 | $260M | 10M | 25.65 | |
| Northrop Grumman Corporation (NOC) | 3.8 | $247M | 4.2M | 58.48 | |
| L-3 Communications Holdings | 3.6 | $232M | 3.5M | 66.68 | |
| Laboratory Corp. of America Holdings | 3.5 | $224M | 2.6M | 85.97 | |
| Hewlett-Packard Company | 3.2 | $205M | 8.0M | 25.76 | |
| BMC Software | 1.9 | $122M | 3.7M | 32.78 |
