Longview Partners as of Dec. 31, 2022
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.8 | $608M | 7.6M | 79.60 | |
| Hca Holdings (HCA) | 4.8 | $606M | 2.5M | 239.96 | |
| State Street Corporation (STT) | 4.7 | $595M | 7.7M | 77.57 | |
| Oracle Corporation (ORCL) | 4.6 | $584M | 7.1M | 81.74 | |
| Henry Schein (HSIC) | 4.5 | $560M | 7.0M | 79.87 | |
| Bank of New York Mellon Corporation (BK) | 4.4 | $549M | 12M | 45.52 | |
| Booking Holdings (BKNG) | 4.4 | $548M | 272k | 2015.28 | |
| Cdw (CDW) | 4.3 | $545M | 3.0M | 178.58 | |
| Becton, Dickinson and (BDX) | 4.3 | $535M | 2.1M | 254.30 | |
| Aon Shs Cl A (AON) | 4.1 | $521M | 1.7M | 300.14 | |
| Marsh & McLennan Companies (MMC) | 4.1 | $518M | 3.1M | 165.48 | |
| Medtronic SHS (MDT) | 4.1 | $517M | 6.6M | 77.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $516M | 5.8M | 88.23 | |
| UnitedHealth (UNH) | 4.1 | $513M | 967k | 530.18 | |
| Fiserv (FI) | 4.1 | $512M | 5.1M | 101.07 | |
| S&p Global (SPGI) | 4.0 | $509M | 1.5M | 334.94 | |
| American Express Company (AXP) | 4.0 | $507M | 3.4M | 147.75 | |
| Iqvia Holdings (IQV) | 4.0 | $507M | 2.5M | 204.89 | |
| Moody's Corporation (MCO) | 4.0 | $506M | 1.8M | 278.62 | |
| Microsoft Corporation (MSFT) | 4.0 | $502M | 2.1M | 239.82 | |
| SYSCO Corporation (SYY) | 3.9 | $493M | 6.5M | 76.45 | |
| L3harris Technologies (LHX) | 2.9 | $364M | 1.7M | 208.21 | |
| Charter Communications Inc N Cl A (CHTR) | 2.5 | $316M | 931k | 339.10 | |
| Us Foods Hldg Corp call (USFD) | 2.2 | $280M | 8.2M | 34.02 | |
| Zimmer Holdings (ZBH) | 2.1 | $263M | 2.1M | 127.50 | |
| W.W. Grainger (GWW) | 0.9 | $115M | 207k | 556.25 |
