Longview Partners as of Sept. 30, 2017
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 5.5 | $1.0B | 7.0M | 146.10 | |
| Delphi Automotive | 5.4 | $1.0B | 10M | 98.40 | |
| Parker-Hannifin Corporation (PH) | 5.1 | $948M | 5.4M | 175.02 | |
| Fidelity National Information Services (FIS) | 5.1 | $936M | 10M | 93.39 | |
| UnitedHealth (UNH) | 5.0 | $925M | 4.7M | 195.85 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $922M | 17M | 53.02 | |
| Dollar General (DG) | 5.0 | $918M | 11M | 81.05 | |
| W.W. Grainger (GWW) | 4.9 | $899M | 5.0M | 179.75 | |
| Wells Fargo & Company (WFC) | 4.8 | $891M | 16M | 55.15 | |
| Hca Holdings (HCA) | 4.8 | $886M | 11M | 79.59 | |
| Zimmer Holdings (ZBH) | 4.8 | $879M | 7.5M | 117.09 | |
| Quintiles Transnatio Hldgs I | 4.7 | $876M | 9.2M | 95.07 | |
| Willis Towers Watson (WTW) | 4.7 | $876M | 5.7M | 154.23 | |
| Oracle Corporation (ORCL) | 4.7 | $872M | 18M | 48.35 | |
| Pfizer (PFE) | 4.7 | $870M | 24M | 35.70 | |
| Emerson Electric (EMR) | 4.7 | $865M | 14M | 62.84 | |
| Thermo Fisher Scientific (TMO) | 4.7 | $864M | 4.6M | 189.20 | |
| State Street Corporation (STT) | 4.2 | $770M | 8.1M | 95.54 | |
| Fiserv (FI) | 3.8 | $695M | 5.4M | 128.96 | |
| Servicemaster Global | 2.4 | $444M | 9.5M | 46.73 | |
| Omni (OMC) | 2.3 | $419M | 5.7M | 74.07 | |
| Progressive Corporation (PGR) | 1.6 | $296M | 6.1M | 48.42 | |
| Arrow Electronics (ARW) | 1.3 | $236M | 2.9M | 80.41 | |
| Mednax (MD) | 0.6 | $107M | 2.5M | 43.12 | |
| American Express Company (AXP) | 0.5 | $93M | 1.0M | 90.46 |
