Longview Partners as of June 30, 2021
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 5.6 | $1.0B | 4.2M | 242.32 | |
| Hca Holdings (HCA) | 5.3 | $965M | 4.7M | 206.74 | |
| American Express Company (AXP) | 5.3 | $965M | 5.8M | 165.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $951M | 389k | 2441.79 | |
| Oracle Corporation (ORCL) | 5.2 | $944M | 12M | 77.84 | |
| Bank of New York Mellon Corporation (BK) | 5.1 | $936M | 18M | 51.23 | |
| Charter Communications Inc N Cl A (CHTR) | 5.1 | $924M | 1.3M | 721.45 | |
| W.W. Grainger (GWW) | 4.9 | $899M | 2.1M | 438.00 | |
| UnitedHealth (UNH) | 4.9 | $891M | 2.2M | 400.44 | |
| State Street Corporation (STT) | 4.8 | $877M | 11M | 82.28 | |
| Becton, Dickinson and (BDX) | 4.8 | $871M | 3.6M | 243.19 | |
| L3harris Technologies (LHX) | 4.6 | $840M | 3.9M | 216.15 | |
| Aon Shs Cl A (AON) | 4.6 | $830M | 3.5M | 238.76 | |
| Medtronic SHS (MDT) | 4.5 | $823M | 6.6M | 124.13 | |
| Henry Schein (HSIC) | 4.5 | $818M | 11M | 74.19 | |
| Fidelity National Information Services (FIS) | 4.4 | $793M | 5.6M | 141.67 | |
| SYSCO Corporation (SYY) | 4.3 | $791M | 10M | 77.75 | |
| Fiserv (FI) | 4.3 | $777M | 7.3M | 106.89 | |
| Willis Towers Watson SHS (WTW) | 3.3 | $598M | 2.6M | 230.02 | |
| Us Foods Hldg Corp call (USFD) | 2.4 | $440M | 12M | 38.36 | |
| TJX Companies (TJX) | 2.3 | $424M | 6.3M | 67.42 | |
| Marsh & McLennan Companies (MMC) | 1.6 | $290M | 2.1M | 140.68 | |
| Arrow Electronics (ARW) | 1.3 | $244M | 2.1M | 113.83 | |
| Zimmer Holdings (ZBH) | 1.0 | $185M | 1.2M | 160.82 | |
| Frontdoor (FTDR) | 0.6 | $105M | 2.1M | 49.82 |
