Longview Partners as of March 31, 2015
Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 6.8 | $987M | 8.3M | 118.29 | |
Hca Holdings (HCA) | 6.6 | $948M | 13M | 75.23 | |
Fidelity National Information Services (FIS) | 6.2 | $892M | 13M | 68.06 | |
Delphi Automotive | 6.1 | $886M | 11M | 79.74 | |
Time Warner | 5.7 | $821M | 9.7M | 84.44 | |
Bank of New York Mellon Corporation (BK) | 5.7 | $816M | 20M | 40.24 | |
Accenture (ACN) | 5.6 | $810M | 8.6M | 93.69 | |
Oracle Corporation (ORCL) | 5.5 | $795M | 18M | 43.15 | |
Aon | 5.5 | $791M | 8.2M | 96.12 | |
Te Connectivity Ltd for (TEL) | 5.5 | $790M | 11M | 71.62 | |
Wells Fargo & Company (WFC) | 5.2 | $756M | 14M | 54.40 | |
Yum! Brands (YUM) | 5.0 | $721M | 9.2M | 78.72 | |
Pfizer (PFE) | 5.0 | $717M | 21M | 34.79 | |
Fiserv (FI) | 4.7 | $684M | 8.6M | 79.40 | |
Emerson Electric (EMR) | 4.7 | $678M | 12M | 56.62 | |
Via | 4.2 | $610M | 8.9M | 68.30 | |
BB&T Corporation | 4.2 | $600M | 15M | 38.99 | |
Omni (OMC) | 2.6 | $374M | 4.8M | 77.98 | |
Arrow Electronics (ARW) | 1.3 | $188M | 3.1M | 61.15 | |
Advance Auto Parts (AAP) | 1.2 | $175M | 1.2M | 149.69 | |
Avnet (AVT) | 1.2 | $172M | 3.9M | 44.50 | |
Progressive Corporation (PGR) | 1.1 | $155M | 5.7M | 27.20 | |
AutoZone (AZO) | 0.4 | $62M | 90k | 682.16 |