Longview Partners as of March 31, 2019
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 6.0 | $1.1B | 8.7M | 130.38 | |
| Willis Towers Watson (WTW) | 5.5 | $1.0B | 6.0M | 175.65 | |
| Fidelity National Information Services (FIS) | 5.5 | $1.0B | 9.2M | 113.10 | |
| Parker-Hannifin Corporation (PH) | 5.5 | $1.0B | 6.0M | 171.62 | |
| W.W. Grainger (GWW) | 5.4 | $1.0B | 3.4M | 300.93 | |
| Oracle Corporation (ORCL) | 5.4 | $1.0B | 19M | 53.71 | |
| Aon | 5.4 | $1.0B | 6.0M | 170.70 | |
| Wells Fargo & Company (WFC) | 5.3 | $1.0B | 21M | 48.32 | |
| Emerson Electric (EMR) | 5.3 | $1.0B | 15M | 68.47 | |
| Bank of New York Mellon Corporation (BK) | 5.3 | $1.0B | 20M | 50.43 | |
| State Street Corporation (STT) | 5.3 | $1.0B | 15M | 65.81 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.2 | $991M | 2.9M | 346.91 | |
| Allergan | 4.9 | $924M | 6.3M | 146.41 | |
| Iqvia Holdings (IQV) | 4.7 | $894M | 6.2M | 143.85 | |
| UnitedHealth (UNH) | 4.5 | $844M | 3.4M | 247.26 | |
| Henry Schein (HSIC) | 4.2 | $806M | 13M | 60.11 | |
| Medtronic (MDT) | 2.9 | $552M | 6.1M | 91.08 | |
| Dollar General (DG) | 2.9 | $549M | 4.6M | 119.30 | |
| Us Foods Hldg Corp call (USFD) | 2.8 | $529M | 15M | 34.91 | |
| Omni (OMC) | 2.6 | $489M | 6.7M | 72.99 | |
| Zimmer Holdings (ZBH) | 1.6 | $294M | 2.3M | 127.70 | |
| TJX Companies (TJX) | 1.3 | $243M | 4.6M | 53.21 | |
| Arrow Electronics (ARW) | 1.2 | $222M | 2.9M | 77.06 | |
| Fiserv (FI) | 0.9 | $175M | 2.0M | 88.28 | |
| Frontdoor (FTDR) | 0.6 | $106M | 3.1M | 34.42 |
