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 | 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 |
