Longview Partners as of Dec. 31, 2021
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 5.8 | $912M | 3.2M | 282.14 | |
| UnitedHealth (UNH) | 5.7 | $891M | 1.8M | 502.14 | |
| W.W. Grainger (GWW) | 5.4 | $852M | 1.6M | 518.24 | |
| Bank of New York Mellon Corporation (BK) | 5.4 | $840M | 15M | 58.08 | |
| Hca Holdings (HCA) | 5.2 | $810M | 3.2M | 256.92 | |
| Aon Shs Cl A (AON) | 5.1 | $800M | 2.7M | 300.56 | |
| State Street Corporation (STT) | 5.1 | $797M | 8.6M | 93.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $793M | 274k | 2897.04 | |
| Marsh & McLennan Companies (MMC) | 5.0 | $777M | 4.5M | 173.82 | |
| Becton, Dickinson and (BDX) | 4.6 | $723M | 2.9M | 251.48 | |
| Oracle Corporation (ORCL) | 4.6 | $715M | 8.2M | 87.21 | |
| American Express Company (AXP) | 4.6 | $714M | 4.4M | 163.60 | |
| TJX Companies (TJX) | 4.5 | $698M | 9.2M | 75.92 | |
| Henry Schein (HSIC) | 4.4 | $686M | 8.8M | 77.53 | |
| Charter Communications Inc N Cl A (CHTR) | 4.3 | $669M | 1.0M | 651.97 | |
| L3harris Technologies (LHX) | 4.2 | $660M | 3.1M | 213.24 | |
| SYSCO Corporation (SYY) | 4.1 | $639M | 8.1M | 78.55 | |
| Fiserv (FI) | 3.9 | $605M | 5.8M | 103.79 | |
| Medtronic SHS (MDT) | 3.5 | $551M | 5.3M | 103.45 | |
| Fidelity National Information Services (FIS) | 3.1 | $491M | 4.5M | 109.15 | |
| Us Foods Hldg Corp call (USFD) | 2.0 | $318M | 9.1M | 34.83 | |
| Zimmer Holdings (ZBH) | 1.8 | $289M | 2.3M | 127.04 | |
| Arrow Electronics (ARW) | 1.5 | $231M | 1.7M | 134.27 | |
| Cdw (CDW) | 0.9 | $144M | 703k | 204.78 | |
| Frontdoor (FTDR) | 0.4 | $63M | 1.7M | 36.65 |
