Longview Partners as of Dec. 31, 2018
Portfolio Holdings for Longview Partners
Longview Partners holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 6.0 | $1.1B | 9.0M | 124.45 | |
| Iqvia Holdings (IQV) | 5.8 | $1.1B | 9.3M | 116.17 | |
| Henry Schein (HSIC) | 5.5 | $1.0B | 13M | 78.52 | |
| Fidelity National Information Services (FIS) | 5.3 | $993M | 9.7M | 102.55 | |
| Dollar General (DG) | 5.0 | $941M | 8.7M | 108.08 | |
| Willis Towers Watson (WTW) | 4.9 | $928M | 6.1M | 151.86 | |
| Aon | 4.8 | $904M | 6.2M | 145.36 | |
| W.W. Grainger (GWW) | 4.7 | $891M | 3.2M | 282.36 | |
| UnitedHealth (UNH) | 4.7 | $883M | 3.5M | 249.12 | |
| Oracle Corporation (ORCL) | 4.6 | $861M | 19M | 45.15 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.5 | $847M | 3.0M | 284.97 | |
| Parker-Hannifin Corporation (PH) | 4.5 | $839M | 5.6M | 149.14 | |
| Bank of New York Mellon Corporation (BK) | 4.4 | $822M | 18M | 47.07 | |
| Allergan | 4.3 | $805M | 6.0M | 133.66 | |
| Emerson Electric (EMR) | 4.2 | $787M | 13M | 59.75 | |
| Wells Fargo & Company (WFC) | 4.0 | $756M | 16M | 46.08 | |
| State Street Corporation (STT) | 3.7 | $694M | 11M | 63.07 | |
| Zimmer Holdings (ZBH) | 3.6 | $669M | 6.5M | 103.72 | |
| Medtronic (MDT) | 3.1 | $578M | 6.4M | 90.96 | |
| Omni (OMC) | 2.7 | $501M | 6.8M | 73.24 | |
| Us Foods Hldg Corp call (USFD) | 2.6 | $498M | 16M | 31.64 | |
| Pfizer (PFE) | 2.0 | $373M | 8.5M | 43.65 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $332M | 1.5M | 223.79 | |
| TJX Companies (TJX) | 1.1 | $212M | 4.7M | 44.74 | |
| Arrow Electronics (ARW) | 1.1 | $198M | 2.9M | 68.95 | |
| Fiserv (FI) | 0.8 | $152M | 2.1M | 73.49 | |
| Frontdoor (FTDR) | 0.5 | $85M | 3.2M | 26.61 |
