Longview Partners as of Sept. 30, 2022
Portfolio Holdings for Longview Partners
Longview Partners holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 4.1 | $481M | 3.1M | 156.08 | |
| UnitedHealth (UNH) | 4.1 | $480M | 951k | 505.04 | |
| TJX Companies (TJX) | 4.1 | $480M | 7.7M | 62.12 | |
| W.W. Grainger (GWW) | 4.1 | $478M | 977k | 489.19 | |
| Microsoft Corporation (MSFT) | 4.1 | $477M | 2.0M | 232.90 | |
| Fiserv (FI) | 4.1 | $474M | 5.1M | 93.57 | |
| Becton, Dickinson and (BDX) | 4.1 | $474M | 2.1M | 222.83 | |
| Marsh & McLennan Companies (MMC) | 4.1 | $473M | 3.2M | 149.29 | |
| State Street Corporation (STT) | 4.0 | $472M | 7.8M | 60.81 | |
| Aon Shs Cl A (AON) | 4.0 | $471M | 1.8M | 267.87 | |
| Hca Holdings (HCA) | 4.0 | $470M | 2.6M | 183.79 | |
| Bank of New York Mellon Corporation (BK) | 4.0 | $469M | 12M | 38.52 | |
| S&p Global (SPGI) | 4.0 | $469M | 1.5M | 305.35 | |
| American Express Company (AXP) | 4.0 | $469M | 3.5M | 134.91 | |
| Henry Schein (HSIC) | 4.0 | $467M | 7.1M | 65.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $459M | 4.8M | 95.65 | |
| L3harris Technologies (LHX) | 3.9 | $455M | 2.2M | 207.83 | |
| Booking Holdings (BKNG) | 3.9 | $452M | 275k | 1643.21 | |
| Moody's Corporation (MCO) | 3.8 | $446M | 1.8M | 243.11 | |
| Iqvia Holdings (IQV) | 3.8 | $442M | 2.4M | 181.14 | |
| SYSCO Corporation (SYY) | 3.8 | $441M | 6.2M | 70.71 | |
| Oracle Corporation (ORCL) | 3.8 | $441M | 7.2M | 61.07 | |
| Medtronic SHS (MDT) | 3.4 | $394M | 4.9M | 80.75 | |
| Fidelity National Information Services (FIS) | 2.7 | $311M | 4.1M | 75.57 | |
| Charter Communications Inc N Cl A (CHTR) | 2.4 | $284M | 937k | 303.35 | |
| Us Foods Hldg Corp call (USFD) | 1.9 | $220M | 8.3M | 26.44 | |
| Zimmer Holdings (ZBH) | 1.9 | $218M | 2.1M | 104.55 |
