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 | 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 |
