Longview Partners as of Sept. 30, 2018
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 6.5 | $1.3B | 9.4M | 139.12 | |
| Iqvia Holdings (IQV) | 6.1 | $1.2B | 9.5M | 129.74 | |
| Henry Schein (HSIC) | 5.7 | $1.2B | 14M | 85.03 | |
| Pfizer (PFE) | 5.4 | $1.1B | 25M | 44.07 | |
| Fidelity National Information Services (FIS) | 5.3 | $1.1B | 9.9M | 109.07 | |
| Dollar General (DG) | 5.3 | $1.1B | 9.8M | 109.30 | |
| UnitedHealth (UNH) | 5.3 | $1.1B | 4.0M | 266.04 | |
| Emerson Electric (EMR) | 5.1 | $1.0B | 13M | 76.58 | |
| Aon | 5.1 | $1.0B | 6.7M | 153.78 | |
| Oracle Corporation (ORCL) | 4.9 | $1.0B | 19M | 51.56 | |
| State Street Corporation (STT) | 4.6 | $939M | 11M | 83.78 | |
| Bank of New York Mellon Corporation (BK) | 4.5 | $906M | 18M | 50.99 | |
| Wells Fargo & Company (WFC) | 4.3 | $872M | 17M | 52.56 | |
| Willis Towers Watson (WTW) | 4.3 | $870M | 6.2M | 140.94 | |
| Zimmer Holdings (ZBH) | 4.3 | $864M | 6.6M | 131.47 | |
| Parker-Hannifin Corporation (PH) | 3.6 | $731M | 4.0M | 183.93 | |
| Medtronic (MDT) | 3.3 | $676M | 6.9M | 98.37 | |
| W.W. Grainger (GWW) | 3.0 | $613M | 1.7M | 357.41 | |
| Omni (OMC) | 2.3 | $474M | 7.0M | 68.02 | |
| Us Foods Hldg Corp call (USFD) | 2.2 | $456M | 15M | 30.82 | |
| Servicemaster Global | 2.0 | $404M | 6.5M | 62.03 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $369M | 1.5M | 244.08 | |
| TJX Companies (TJX) | 1.5 | $313M | 2.8M | 112.02 | |
| Allergan | 1.5 | $295M | 1.6M | 190.48 | |
| Arrow Electronics (ARW) | 1.0 | $211M | 2.9M | 73.72 | |
| Fiserv (FI) | 0.9 | $183M | 2.2M | 82.38 |
