Longview Partners as of Dec. 31, 2019
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Street Corporation (STT) | 6.4 | $1.5B | 19M | 79.10 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.3 | $1.5B | 3.1M | 485.08 | |
| Hca Holdings (HCA) | 5.8 | $1.4B | 9.5M | 147.81 | |
| Wells Fargo & Company (WFC) | 5.8 | $1.4B | 26M | 53.80 | |
| W.W. Grainger (GWW) | 5.8 | $1.4B | 4.1M | 338.52 | |
| Parker-Hannifin Corporation (PH) | 5.7 | $1.4B | 6.6M | 205.82 | |
| Aon | 5.7 | $1.4B | 6.5M | 208.29 | |
| Willis Towers Watson (WTW) | 5.6 | $1.3B | 6.7M | 201.94 | |
| Fidelity National Information Services (FIS) | 5.6 | $1.3B | 9.6M | 139.09 | |
| Bank of New York Mellon Corporation (BK) | 5.6 | $1.3B | 26M | 50.33 | |
| Allergan | 5.5 | $1.3B | 6.9M | 191.17 | |
| Emerson Electric (EMR) | 5.4 | $1.3B | 17M | 76.26 | |
| Oracle Corporation (ORCL) | 5.0 | $1.2B | 23M | 52.98 | |
| UnitedHealth (UNH) | 4.6 | $1.1B | 3.8M | 293.98 | |
| Medtronic (MDT) | 4.2 | $1.0B | 8.8M | 113.45 | |
| Henry Schein (HSIC) | 4.2 | $995M | 15M | 66.72 | |
| Us Foods Hldg Corp call (USFD) | 3.0 | $705M | 17M | 41.89 | |
| Omni (OMC) | 2.6 | $620M | 7.7M | 81.02 | |
| SYSCO Corporation (SYY) | 2.5 | $585M | 6.8M | 85.54 | |
| TJX Companies (TJX) | 1.3 | $305M | 5.0M | 61.06 | |
| Arrow Electronics (ARW) | 1.3 | $300M | 3.5M | 84.74 | |
| Fiserv (FI) | 1.1 | $251M | 2.2M | 115.63 | |
| Frontdoor (FTDR) | 0.7 | $160M | 3.4M | 47.42 | |
| American Express Company (AXP) | 0.4 | $96M | 773k | 124.49 |
