Longview Partners as of March 31, 2023
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 5.2 | $742M | 280k | 2652.41 | |
| Hca Holdings (HCA) | 4.8 | $686M | 2.6M | 263.68 | |
| Oracle Corporation (ORCL) | 4.8 | $685M | 7.4M | 92.92 | |
| Microsoft Corporation (MSFT) | 4.6 | $651M | 2.3M | 288.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $635M | 6.1M | 103.73 | |
| TJX Companies (TJX) | 4.4 | $619M | 7.9M | 78.36 | |
| Cdw (CDW) | 4.3 | $614M | 3.1M | 194.89 | |
| State Street Corporation (STT) | 4.2 | $599M | 7.9M | 75.69 | |
| Henry Schein (HSIC) | 4.2 | $592M | 7.3M | 81.54 | |
| Fiserv (FI) | 4.2 | $592M | 5.2M | 113.03 | |
| American Express Company (AXP) | 4.1 | $586M | 3.5M | 164.95 | |
| Becton, Dickinson and (BDX) | 4.1 | $582M | 2.4M | 247.54 | |
| Aon Shs Cl A (AON) | 4.1 | $581M | 1.8M | 315.29 | |
| Moody's Corporation (MCO) | 4.1 | $576M | 1.9M | 306.02 | |
| Visa Com Cl A (V) | 4.0 | $573M | 2.5M | 225.46 | |
| Bank of New York Mellon Corporation (BK) | 4.0 | $566M | 13M | 45.44 | |
| Marsh & McLennan Companies (MMC) | 4.0 | $566M | 3.4M | 166.55 | |
| SYSCO Corporation (SYY) | 4.0 | $564M | 7.3M | 77.23 | |
| Medtronic SHS (MDT) | 3.9 | $556M | 6.9M | 80.62 | |
| S&p Global (SPGI) | 3.8 | $544M | 1.6M | 344.77 | |
| Iqvia Holdings (IQV) | 3.8 | $539M | 2.7M | 198.89 | |
| UnitedHealth (UNH) | 3.8 | $535M | 1.1M | 472.59 | |
| L3harris Technologies (LHX) | 2.9 | $407M | 2.1M | 196.24 | |
| Us Foods Hldg Corp call (USFD) | 2.2 | $314M | 8.5M | 36.94 | |
| Zimmer Holdings (ZBH) | 1.9 | $276M | 2.1M | 129.20 |
