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 (FI) | 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 |