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 | 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 |
