Longview Partners as of Sept. 30, 2019
Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 6.2 | $1.3B | 3.2M | 412.12 | |
| Wells Fargo & Company (WFC) | 6.1 | $1.3B | 26M | 50.44 | |
| Willis Towers Watson (WTW) | 6.0 | $1.3B | 6.7M | 192.97 | |
| Fidelity National Information Services (FIS) | 5.9 | $1.3B | 9.6M | 132.76 | |
| Aon | 5.8 | $1.3B | 6.5M | 193.57 | |
| Oracle Corporation (ORCL) | 5.7 | $1.2B | 22M | 55.03 | |
| W.W. Grainger (GWW) | 5.7 | $1.2B | 4.1M | 297.15 | |
| State Street Corporation (STT) | 5.6 | $1.2B | 20M | 59.19 | |
| Parker-Hannifin Corporation (PH) | 5.6 | $1.2B | 6.7M | 180.61 | |
| Bank of New York Mellon Corporation (BK) | 5.6 | $1.2B | 26M | 45.21 | |
| Allergan | 5.5 | $1.2B | 7.0M | 168.29 | |
| Hca Holdings (HCA) | 5.3 | $1.1B | 9.5M | 120.42 | |
| Emerson Electric (EMR) | 5.3 | $1.1B | 17M | 66.86 | |
| Henry Schein (HSIC) | 4.5 | $978M | 15M | 63.50 | |
| Medtronic (MDT) | 4.5 | $964M | 8.9M | 108.62 | |
| UnitedHealth (UNH) | 3.8 | $817M | 3.8M | 217.32 | |
| Us Foods Hldg Corp call (USFD) | 3.2 | $694M | 17M | 41.10 | |
| Omni (OMC) | 2.8 | $600M | 7.7M | 78.30 | |
| SYSCO Corporation (SYY) | 2.5 | $545M | 6.9M | 79.40 | |
| TJX Companies (TJX) | 1.3 | $279M | 5.0M | 55.74 | |
| Arrow Electronics (ARW) | 1.2 | $262M | 3.5M | 74.58 | |
| Fiserv (FI) | 1.1 | $226M | 2.2M | 103.59 | |
| Frontdoor (FTDR) | 0.8 | $165M | 3.4M | 48.57 |
