Longview Partners as of March 31, 2018
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.W. Grainger (GWW) | 6.0 | $1.2B | 4.1M | 282.27 | |
| Fidelity National Information Services (FIS) | 5.2 | $984M | 10M | 96.30 | |
| Dollar General (DG) | 5.2 | $984M | 11M | 93.55 | |
| Aon | 5.1 | $971M | 6.9M | 140.33 | |
| Iqvia Holdings (IQV) | 5.0 | $961M | 9.8M | 98.11 | |
| Willis Towers Watson (WTW) | 4.9 | $942M | 6.2M | 152.19 | |
| Emerson Electric (EMR) | 4.9 | $939M | 14M | 68.30 | |
| Hca Holdings (HCA) | 4.9 | $938M | 9.7M | 97.00 | |
| Henry Schein (HSIC) | 4.9 | $933M | 14M | 67.21 | |
| Bank of New York Mellon Corporation (BK) | 4.8 | $918M | 18M | 51.53 | |
| Pfizer (PFE) | 4.8 | $916M | 26M | 35.49 | |
| Oracle Corporation (ORCL) | 4.8 | $909M | 20M | 45.75 | |
| Wells Fargo & Company (WFC) | 4.7 | $889M | 17M | 52.41 | |
| UnitedHealth (UNH) | 4.6 | $884M | 4.1M | 214.00 | |
| Zimmer Holdings (ZBH) | 4.5 | $855M | 7.8M | 109.04 | |
| State Street Corporation (STT) | 4.2 | $803M | 8.1M | 99.73 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $704M | 3.4M | 206.46 | |
| Parker-Hannifin Corporation (PH) | 3.6 | $694M | 4.1M | 171.03 | |
| Medtronic (MDT) | 3.0 | $564M | 7.0M | 80.22 | |
| Fiserv (FISV) | 2.9 | $545M | 7.6M | 71.31 | |
| Servicemaster Global | 2.5 | $476M | 9.4M | 50.85 | |
| Omni (OMC) | 2.5 | $472M | 6.5M | 72.67 | |
| TJX Companies (TJX) | 1.3 | $251M | 3.1M | 81.56 | |
| Arrow Electronics (ARW) | 1.2 | $225M | 2.9M | 77.02 | |
| Allergan | 0.9 | $167M | 990k | 168.29 |
