Longview Partners as of Sept. 30, 2014
Portfolio Holdings for Longview Partners
Longview Partners holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 7.2 | $902M | 13M | 70.52 | |
| Amgen (AMGN) | 6.4 | $807M | 5.7M | 140.46 | |
| Bank of New York Mellon Corporation (BK) | 6.1 | $770M | 20M | 38.73 | |
| Fidelity National Information Services (FIS) | 5.9 | $743M | 13M | 56.30 | |
| Fiserv (FI) | 5.9 | $740M | 11M | 64.63 | |
| UnitedHealth (UNH) | 5.8 | $724M | 8.4M | 86.25 | |
| Time Warner | 5.7 | $719M | 9.6M | 75.21 | |
| Wells Fargo & Company (WFC) | 5.6 | $706M | 14M | 51.87 | |
| Aon | 5.6 | $706M | 8.1M | 87.67 | |
| Oracle Corporation (ORCL) | 5.5 | $685M | 18M | 38.28 | |
| Accenture (ACN) | 5.4 | $684M | 8.4M | 81.32 | |
| Delphi Automotive | 5.3 | $665M | 11M | 61.34 | |
| Via | 5.2 | $657M | 8.5M | 76.94 | |
| Yum! Brands (YUM) | 5.1 | $640M | 8.9M | 71.98 | |
| Pfizer (PFE) | 4.9 | $618M | 21M | 29.57 | |
| Te Connectivity Ltd for | 4.7 | $588M | 11M | 55.29 | |
| BB&T Corporation | 4.4 | $554M | 15M | 37.21 | |
| Omni (OMC) | 2.6 | $323M | 4.7M | 68.86 | |
| Arrow Electronics (ARW) | 1.3 | $166M | 3.0M | 55.35 | |
| Avnet (AVT) | 1.2 | $156M | 3.8M | 41.50 | |
| Advance Auto Parts (AAP) | 0.2 | $20M | 152k | 130.30 |
