Longview Partners as of March 31, 2020
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Street Corporation (STT) | 5.5 | $1.0B | 19M | 53.27 | |
| Oracle Corporation (ORCL) | 5.5 | $1.0B | 21M | 48.33 | |
| W.W. Grainger (GWW) | 5.5 | $1.0B | 4.1M | 248.50 | |
| Aon | 5.1 | $952M | 5.8M | 165.04 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $937M | 28M | 33.68 | |
| Willis Towers Watson (WTW) | 5.0 | $937M | 5.5M | 169.85 | |
| Fidelity National Information Services (FIS) | 5.0 | $933M | 7.7M | 121.64 | |
| UnitedHealth (UNH) | 5.0 | $929M | 3.7M | 249.38 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.9 | $906M | 2.1M | 436.31 | |
| Allergan | 4.8 | $887M | 5.0M | 177.10 | |
| Parker-Hannifin Corporation (PH) | 4.7 | $868M | 6.7M | 129.73 | |
| Fiserv (FI) | 4.6 | $857M | 9.0M | 94.99 | |
| Hca Holdings (HCA) | 4.6 | $853M | 9.5M | 89.85 | |
| Emerson Electric (EMR) | 4.4 | $815M | 17M | 47.65 | |
| American Express Company (AXP) | 4.4 | $810M | 9.5M | 85.61 | |
| Medtronic (MDT) | 4.3 | $805M | 8.9M | 90.18 | |
| Wells Fargo & Company (WFC) | 4.1 | $758M | 26M | 28.70 | |
| Iqvia Holdings (IQV) | 4.0 | $743M | 6.9M | 107.86 | |
| Henry Schein (HSIC) | 4.0 | $737M | 15M | 50.52 | |
| SYSCO Corporation (SYY) | 2.8 | $521M | 11M | 45.63 | |
| Omni (OMC) | 2.3 | $431M | 7.8M | 54.90 | |
| Us Foods Hldg Corp call (USFD) | 1.6 | $301M | 17M | 17.71 | |
| TJX Companies (TJX) | 1.3 | $241M | 5.0M | 47.81 | |
| Arrow Electronics (ARW) | 1.0 | $190M | 3.7M | 51.87 | |
| Frontdoor (FTDR) | 0.6 | $118M | 3.4M | 34.78 |
