Longview Partners as of March 31, 2012
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yum! Brands (YUM) | 5.5 | $428M | 6.0M | 71.18 | |
| Fidelity National Information Services (FIS) | 5.3 | $415M | 13M | 33.12 | |
| Wells Fargo & Company (WFC) | 5.3 | $412M | 12M | 34.14 | |
| Pfizer (PFE) | 5.2 | $407M | 18M | 22.65 | |
| Ca | 5.2 | $404M | 15M | 27.56 | |
| Covidien | 5.2 | $404M | 7.4M | 54.68 | |
| Fiserv (FI) | 5.1 | $399M | 5.7M | 69.39 | |
| Cisco Systems (CSCO) | 5.1 | $396M | 19M | 21.15 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $389M | 16M | 24.13 | |
| Time Warner | 4.9 | $384M | 10M | 37.75 | |
| Accenture (ACN) | 4.8 | $379M | 5.9M | 64.50 | |
| Te Connectivity Ltd for | 4.7 | $367M | 10M | 36.75 | |
| Zimmer Holdings (ZBH) | 4.7 | $366M | 5.7M | 64.28 | |
| 3M Company (MMM) | 4.5 | $352M | 3.9M | 89.21 | |
| Aon Corporation | 4.5 | $349M | 7.1M | 49.06 | |
| Oracle Corporation (ORCL) | 3.9 | $304M | 10M | 29.16 | |
| Quest Diagnostics Incorporated (DGX) | 3.8 | $298M | 4.9M | 61.15 | |
| Northrop Grumman Corporation (NOC) | 3.4 | $265M | 4.3M | 61.08 | |
| L-3 Communications Holdings | 3.2 | $253M | 3.6M | 70.77 | |
| Laboratory Corp. of America Holdings | 3.1 | $245M | 2.7M | 91.54 | |
| Hewlett-Packard Company | 2.5 | $195M | 8.2M | 23.83 | |
| Delphi Automotive | 2.3 | $179M | 5.7M | 31.60 | |
| Dun & Bradstreet Corporation | 2.0 | $159M | 1.9M | 84.73 | |
| Arrow Electronics (ARW) | 0.7 | $53M | 1.3M | 41.97 | |
| Avnet (AVT) | 0.1 | $8.1M | 222k | 36.39 |
