Longview Partners as of June 30, 2019
Portfolio Holdings for Longview Partners
Longview Partners holds 22 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson (WTW) | 6.2 | $1.3B | 6.7M | 191.54 | |
| Hca Holdings (HCA) | 6.2 | $1.3B | 9.5M | 135.17 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.2 | $1.3B | 3.2M | 395.18 | |
| Oracle Corporation (ORCL) | 6.1 | $1.3B | 22M | 56.97 | |
| Aon | 6.1 | $1.3B | 6.5M | 192.98 | |
| Wells Fargo & Company (WFC) | 6.0 | $1.2B | 26M | 47.32 | |
| Fidelity National Information Services (FIS) | 6.0 | $1.2B | 10M | 122.68 | |
| Allergan | 5.7 | $1.2B | 7.0M | 167.43 | |
| Bank of New York Mellon Corporation (BK) | 5.7 | $1.2B | 26M | 44.15 | |
| State Street Corporation (STT) | 5.5 | $1.1B | 20M | 56.06 | |
| Parker-Hannifin Corporation (PH) | 5.5 | $1.1B | 6.6M | 170.01 | |
| Emerson Electric (EMR) | 5.5 | $1.1B | 17M | 66.72 | |
| W.W. Grainger (GWW) | 5.3 | $1.1B | 4.1M | 268.23 | |
| Henry Schein (HSIC) | 5.3 | $1.1B | 16M | 69.90 | |
| UnitedHealth (UNH) | 4.4 | $916M | 3.8M | 244.01 | |
| Medtronic (MDT) | 4.2 | $861M | 8.8M | 97.39 | |
| Omni (OMC) | 3.0 | $627M | 7.7M | 81.95 | |
| Us Foods Hldg Corp call (USFD) | 2.9 | $603M | 17M | 35.76 | |
| TJX Companies (TJX) | 1.3 | $264M | 5.0M | 52.88 | |
| Arrow Electronics (ARW) | 1.2 | $250M | 3.5M | 71.27 | |
| Fiserv (FI) | 1.0 | $199M | 2.2M | 91.16 | |
| Frontdoor (FTDR) | 0.7 | $147M | 3.4M | 43.55 |
