Longview Partners as of March 31, 2021
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Street Corporation (STT) | 5.1 | $964M | 12M | 84.01 | |
| Hca Holdings (HCA) | 5.1 | $963M | 5.1M | 188.34 | |
| Bank of New York Mellon Corporation (BK) | 5.0 | $944M | 20M | 47.29 | |
| Oracle Corporation (ORCL) | 4.9 | $932M | 13M | 70.17 | |
| UnitedHealth (UNH) | 4.8 | $906M | 2.4M | 372.07 | |
| American Express Company (AXP) | 4.8 | $903M | 6.4M | 141.44 | |
| W.W. Grainger (GWW) | 4.8 | $901M | 2.2M | 400.93 | |
| Iqvia Holdings (IQV) | 4.7 | $894M | 4.6M | 193.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $877M | 425k | 2062.52 | |
| SYSCO Corporation (SYY) | 4.6 | $871M | 11M | 78.74 | |
| Willis Towers Watson SHS (WTW) | 4.5 | $843M | 3.7M | 228.88 | |
| Aon Shs Cl A (AON) | 4.5 | $841M | 3.7M | 230.11 | |
| Fiserv (FI) | 4.5 | $840M | 7.1M | 119.04 | |
| Charter Communications Inc N Cl A (CHTR) | 4.4 | $836M | 1.4M | 617.02 | |
| Medtronic SHS (MDT) | 4.3 | $810M | 6.9M | 118.13 | |
| Becton, Dickinson and (BDX) | 4.3 | $809M | 3.3M | 243.15 | |
| L3harris Technologies (LHX) | 4.2 | $790M | 3.9M | 202.68 | |
| Fidelity National Information Services (FIS) | 3.9 | $728M | 5.2M | 140.61 | |
| Henry Schein (HSIC) | 3.8 | $708M | 10M | 69.24 | |
| Emerson Electric (EMR) | 3.7 | $692M | 7.7M | 90.22 | |
| Omni (OMC) | 2.6 | $483M | 6.5M | 74.15 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $479M | 13M | 38.12 | |
| Arrow Electronics (ARW) | 1.4 | $261M | 2.4M | 110.82 | |
| TJX Companies (TJX) | 1.2 | $227M | 3.4M | 66.15 | |
| Zimmer Holdings (ZBH) | 1.1 | $202M | 1.3M | 160.08 | |
| Frontdoor (FTDR) | 0.7 | $124M | 2.3M | 53.75 |
