Longview Partners as of June 30, 2020
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.W. Grainger (GWW) | 5.7 | $1.2B | 3.8M | 314.16 | |
| State Street Corporation (STT) | 5.1 | $1.1B | 17M | 63.55 | |
| Oracle Corporation (ORCL) | 5.1 | $1.1B | 20M | 55.27 | |
| Aon Shs Cl A (AON) | 5.0 | $1.1B | 5.5M | 192.60 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $1.0B | 27M | 38.65 | |
| Willis Towers Watson SHS (WTW) | 5.0 | $1.0B | 5.3M | 196.95 | |
| UnitedHealth (UNH) | 4.9 | $1.0B | 3.5M | 294.95 | |
| Emerson Electric (EMR) | 4.9 | $1.0B | 17M | 62.03 | |
| Iqvia Holdings (IQV) | 4.9 | $1.0B | 7.3M | 141.88 | |
| Charter Communications Inc N Cl A (CHTR) | 4.9 | $1.0B | 2.0M | 510.04 | |
| Fidelity National Information Services (FIS) | 4.8 | $1.0B | 7.5M | 134.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $972M | 685k | 1418.05 | |
| Parker-Hannifin Corporation (PH) | 4.4 | $926M | 5.1M | 183.27 | |
| Medtronic SHS (MDT) | 4.3 | $911M | 9.9M | 91.70 | |
| Hca Holdings (HCA) | 4.3 | $903M | 9.3M | 97.06 | |
| American Express Company (AXP) | 4.2 | $883M | 9.3M | 95.20 | |
| SYSCO Corporation (SYY) | 4.1 | $867M | 16M | 54.66 | |
| Fiserv (FI) | 4.1 | $863M | 8.8M | 97.62 | |
| Henry Schein (HSIC) | 3.8 | $810M | 14M | 58.39 | |
| Wells Fargo & Company (WFC) | 3.1 | $663M | 26M | 25.60 | |
| Omni (OMC) | 2.0 | $421M | 7.7M | 54.60 | |
| Us Foods Hldg Corp call (USFD) | 1.6 | $331M | 17M | 19.72 | |
| TJX Companies (TJX) | 1.2 | $250M | 4.9M | 50.56 | |
| Arrow Electronics (ARW) | 1.2 | $246M | 3.6M | 68.69 | |
| Zimmer Holdings (ZBH) | 1.0 | $217M | 1.8M | 119.36 | |
| Frontdoor (FTDR) | 0.7 | $148M | 3.3M | 44.33 |
