Longview Partners as of Sept. 30, 2021
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon Shs Cl A (AON) | 5.3 | $844M | 3.0M | 285.77 | |
| Iqvia Holdings (IQV) | 5.3 | $839M | 3.5M | 239.54 | |
| Hca Holdings (HCA) | 5.2 | $821M | 3.4M | 242.72 | |
| Bank of New York Mellon Corporation (BK) | 5.1 | $801M | 16M | 51.84 | |
| Oracle Corporation (ORCL) | 5.0 | $796M | 9.1M | 87.13 | |
| Charter Communications Inc N Cl A (CHTR) | 5.0 | $795M | 1.1M | 727.56 | |
| American Express Company (AXP) | 4.9 | $782M | 4.7M | 167.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $781M | 292k | 2673.52 | |
| State Street Corporation (STT) | 4.9 | $773M | 9.1M | 84.72 | |
| Becton, Dickinson and (BDX) | 4.7 | $752M | 3.1M | 245.82 | |
| UnitedHealth (UNH) | 4.7 | $741M | 1.9M | 390.74 | |
| L3harris Technologies (LHX) | 4.6 | $729M | 3.3M | 220.24 | |
| Marsh & McLennan Companies (MMC) | 4.6 | $722M | 4.8M | 151.43 | |
| Henry Schein (HSIC) | 4.5 | $718M | 9.4M | 76.16 | |
| Medtronic SHS (MDT) | 4.5 | $712M | 5.7M | 125.35 | |
| W.W. Grainger (GWW) | 4.4 | $693M | 1.8M | 393.06 | |
| SYSCO Corporation (SYY) | 4.3 | $681M | 8.7M | 78.50 | |
| Fiserv (FI) | 4.3 | $675M | 6.2M | 108.50 | |
| TJX Companies (TJX) | 4.1 | $646M | 9.8M | 65.98 | |
| Fidelity National Information Services (FIS) | 3.7 | $582M | 4.8M | 121.68 | |
| Zimmer Holdings (ZBH) | 2.2 | $355M | 2.4M | 146.36 | |
| Us Foods Hldg Corp call (USFD) | 2.1 | $337M | 9.7M | 34.66 | |
| Arrow Electronics (ARW) | 1.3 | $206M | 1.8M | 112.29 | |
| Frontdoor (FTDR) | 0.5 | $75M | 1.8M | 41.90 |
