Longview Partners as of Dec. 31, 2020
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 5.8 | $1.2B | 7.3M | 164.46 | |
| W.W. Grainger (GWW) | 5.3 | $1.1B | 2.7M | 408.34 | |
| Charter Communications Inc N Cl A (CHTR) | 5.1 | $1.1B | 1.6M | 661.55 | |
| Emerson Electric (EMR) | 5.1 | $1.1B | 13M | 80.37 | |
| Iqvia Holdings (IQV) | 5.1 | $1.0B | 5.8M | 179.17 | |
| Oracle Corporation (ORCL) | 5.0 | $1.0B | 16M | 64.69 | |
| State Street Corporation (STT) | 4.9 | $1.0B | 14M | 72.78 | |
| UnitedHealth (UNH) | 4.9 | $1.0B | 2.9M | 350.68 | |
| Bank of New York Mellon Corporation (BK) | 4.8 | $996M | 24M | 42.44 | |
| SYSCO Corporation (SYY) | 4.8 | $988M | 13M | 74.26 | |
| American Express Company (AXP) | 4.8 | $980M | 8.1M | 120.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $976M | 557k | 1752.64 | |
| Medtronic SHS (MDT) | 4.6 | $944M | 8.1M | 117.14 | |
| Fiserv (FI) | 4.6 | $943M | 8.3M | 113.86 | |
| Aon Shs Cl A (AON) | 4.5 | $932M | 4.4M | 211.27 | |
| Willis Towers Watson SHS (WTW) | 4.4 | $911M | 4.3M | 210.68 | |
| L3harris Technologies (LHX) | 4.2 | $865M | 4.6M | 189.02 | |
| Fidelity National Information Services (FIS) | 4.2 | $861M | 6.1M | 141.46 | |
| Henry Schein (HSIC) | 3.9 | $800M | 12M | 66.86 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $520M | 16M | 33.31 | |
| Omni (OMC) | 2.4 | $486M | 7.8M | 62.37 | |
| Arrow Electronics (ARW) | 1.4 | $283M | 2.9M | 97.30 | |
| TJX Companies (TJX) | 1.3 | $275M | 4.0M | 68.29 | |
| Zimmer Holdings (ZBH) | 1.1 | $228M | 1.5M | 154.09 | |
| Frontdoor (FTDR) | 0.7 | $137M | 2.7M | 50.21 |
