Longview Partners as of March 31, 2014
Portfolio Holdings for Longview Partners
Longview Partners holds 22 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Delphi Automotive | 6.0 | $778M | 12M | 67.86 | |
Oracle Corporation (ORCL) | 5.9 | $761M | 19M | 40.91 | |
Hca Holdings (HCA) | 5.7 | $739M | 14M | 52.50 | |
Fidelity National Information Services (FIS) | 5.7 | $729M | 14M | 53.45 | |
Bank of New York Mellon Corporation (BK) | 5.7 | $727M | 21M | 35.29 | |
Covidien | 5.5 | $707M | 9.6M | 73.66 | |
Aon | 5.5 | $705M | 8.4M | 84.28 | |
Wells Fargo & Company (WFC) | 5.5 | $704M | 14M | 49.74 | |
Via | 5.4 | $697M | 8.2M | 84.99 | |
Te Connectivity Ltd for (TEL) | 5.3 | $687M | 11M | 60.21 | |
Amgen (AMGN) | 5.3 | $679M | 5.5M | 123.34 | |
Fiserv (FI) | 5.3 | $678M | 12M | 56.69 | |
Accenture (ACN) | 5.2 | $675M | 8.5M | 79.72 | |
Pfizer (PFE) | 5.2 | $673M | 21M | 32.12 | |
Yum! Brands (YUM) | 5.2 | $668M | 8.9M | 75.39 | |
Time Warner | 5.0 | $648M | 9.9M | 65.33 | |
BB&T Corporation | 4.8 | $620M | 15M | 40.17 | |
UnitedHealth (UNH) | 3.7 | $476M | 5.8M | 81.99 | |
Arrow Electronics (ARW) | 1.4 | $184M | 3.1M | 59.36 | |
Avnet (AVT) | 1.4 | $180M | 3.9M | 46.53 | |
L-3 Communications Holdings | 0.9 | $118M | 1000k | 118.15 | |
Omni (OMC) | 0.3 | $41M | 569k | 72.60 |