Longview Partners as of June 30, 2022
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 4.8 | $624M | 2.9M | 216.99 | |
| SYSCO Corporation (SYY) | 4.7 | $612M | 7.2M | 84.71 | |
| UnitedHealth (UNH) | 4.7 | $612M | 1.2M | 513.63 | |
| Marsh & McLennan Companies (MMC) | 4.6 | $608M | 3.9M | 155.25 | |
| Aon Shs Cl A (AON) | 4.6 | $603M | 2.2M | 269.68 | |
| Henry Schein (HSIC) | 4.5 | $589M | 7.7M | 76.74 | |
| Becton, Dickinson and (BDX) | 4.5 | $585M | 2.4M | 246.53 | |
| W.W. Grainger (GWW) | 4.5 | $583M | 1.3M | 454.43 | |
| L3harris Technologies (LHX) | 4.4 | $576M | 2.4M | 241.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $561M | 257k | 2179.26 | |
| Microsoft Corporation (MSFT) | 4.3 | $560M | 2.2M | 256.83 | |
| Oracle Corporation (ORCL) | 4.2 | $555M | 7.9M | 69.87 | |
| Cdw (CDW) | 4.2 | $552M | 3.5M | 157.56 | |
| Bank of New York Mellon Corporation (BK) | 4.1 | $541M | 13M | 41.71 | |
| American Express Company (AXP) | 4.1 | $531M | 3.8M | 138.62 | |
| Moody's Corporation (MCO) | 4.1 | $530M | 1.9M | 271.97 | |
| State Street Corporation (STT) | 3.9 | $511M | 8.3M | 61.65 | |
| Hca Holdings (HCA) | 3.9 | $510M | 3.0M | 168.06 | |
| Fiserv (FI) | 3.9 | $504M | 5.7M | 88.97 | |
| TJX Companies (TJX) | 3.8 | $499M | 8.9M | 55.85 | |
| Charter Communications Inc N Cl A (CHTR) | 3.6 | $467M | 998k | 468.53 | |
| Medtronic SHS (MDT) | 3.6 | $466M | 5.2M | 89.75 | |
| Fidelity National Information Services (FIS) | 3.1 | $400M | 4.4M | 91.67 | |
| Us Foods Hldg Corp call (USFD) | 2.1 | $271M | 8.8M | 30.68 | |
| Zimmer Holdings (ZBH) | 1.8 | $233M | 2.2M | 105.06 |
