Longview Partners as of March 31, 2022
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 5.7 | $872M | 1.7M | 509.97 | |
| Aon Shs Cl A (AON) | 5.3 | $812M | 2.5M | 325.63 | |
| W.W. Grainger (GWW) | 5.2 | $787M | 1.5M | 515.79 | |
| Hca Holdings (HCA) | 5.0 | $761M | 3.0M | 250.62 | |
| Henry Schein (HSIC) | 4.9 | $745M | 8.5M | 87.19 | |
| Becton, Dickinson and (BDX) | 4.9 | $742M | 2.8M | 266.00 | |
| Marsh & McLennan Companies (MMC) | 4.8 | $740M | 4.3M | 170.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $737M | 265k | 2781.35 | |
| American Express Company (AXP) | 4.8 | $733M | 3.9M | 187.00 | |
| Iqvia Holdings (IQV) | 4.8 | $726M | 3.1M | 231.21 | |
| L3harris Technologies (LHX) | 4.7 | $725M | 2.9M | 248.47 | |
| State Street Corporation (STT) | 4.7 | $722M | 8.3M | 87.12 | |
| Oracle Corporation (ORCL) | 4.3 | $659M | 8.0M | 82.73 | |
| Bank of New York Mellon Corporation (BK) | 4.3 | $651M | 13M | 49.63 | |
| SYSCO Corporation (SYY) | 4.2 | $644M | 7.9M | 81.65 | |
| Cdw (CDW) | 4.1 | $628M | 3.5M | 178.89 | |
| Medtronic SHS (MDT) | 3.8 | $576M | 5.2M | 110.95 | |
| Fiserv (FI) | 3.8 | $575M | 5.7M | 101.40 | |
| Charter Communications Inc N Cl A (CHTR) | 3.6 | $545M | 998k | 545.52 | |
| TJX Companies (TJX) | 3.5 | $542M | 8.9M | 60.58 | |
| Fidelity National Information Services (FIS) | 2.9 | $439M | 4.4M | 100.42 | |
| Us Foods Hldg Corp call (USFD) | 2.2 | $334M | 8.9M | 37.63 | |
| Zimmer Holdings (ZBH) | 1.9 | $284M | 2.2M | 127.90 | |
| Arrow Electronics (ARW) | 1.3 | $197M | 1.7M | 118.63 | |
| Moody's Corporation (MCO) | 0.3 | $51M | 152k | 337.41 | |
| Frontdoor (FTDR) | 0.3 | $50M | 1.7M | 29.85 |
