Longview Partners as of Dec. 31, 2014
Portfolio Holdings for Longview Partners
Longview Partners holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hca Holdings (HCA) | 6.7 | $905M | 12M | 73.39 | |
Amgen (AMGN) | 6.6 | $895M | 5.6M | 159.29 | |
UnitedHealth (UNH) | 6.2 | $842M | 8.3M | 101.09 | |
Time Warner | 6.0 | $808M | 9.5M | 85.42 | |
Fidelity National Information Services (FIS) | 5.9 | $804M | 13M | 62.20 | |
Bank of New York Mellon Corporation (BK) | 5.9 | $799M | 20M | 40.57 | |
Oracle Corporation (ORCL) | 5.9 | $799M | 18M | 44.97 | |
Delphi Automotive | 5.8 | $782M | 11M | 72.72 | |
Aon | 5.6 | $756M | 8.0M | 94.83 | |
Accenture (ACN) | 5.5 | $746M | 8.4M | 89.31 | |
Wells Fargo & Company (WFC) | 5.5 | $739M | 14M | 54.82 | |
Te Connectivity Ltd for (TEL) | 5.0 | $676M | 11M | 63.25 | |
Pfizer (PFE) | 4.8 | $646M | 21M | 31.15 | |
Yum! Brands (YUM) | 4.7 | $643M | 8.8M | 72.85 | |
Via | 4.7 | $640M | 8.5M | 75.25 | |
Fiserv (FI) | 4.3 | $585M | 8.2M | 70.97 | |
BB&T Corporation | 4.2 | $575M | 15M | 38.89 | |
Omni (OMC) | 2.7 | $360M | 4.6M | 77.47 | |
Advance Auto Parts (AAP) | 1.3 | $179M | 1.1M | 159.28 | |
Arrow Electronics (ARW) | 1.3 | $172M | 3.0M | 57.89 | |
Avnet (AVT) | 1.2 | $160M | 3.7M | 43.02 | |
AutoZone (AZO) | 0.4 | $54M | 87k | 619.11 |