Longview Partners as of June 30, 2023
Portfolio Holdings for Longview Partners
Longview Partners holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 5.4 | $832M | 7.0M | 119.09 | |
| Hca Holdings (HCA) | 5.1 | $771M | 2.5M | 303.48 | |
| Microsoft Corporation (MSFT) | 4.9 | $751M | 2.2M | 340.54 | |
| Booking Holdings (BKNG) | 4.8 | $737M | 273k | 2700.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $714M | 6.0M | 119.70 | |
| TJX Companies (TJX) | 4.3 | $653M | 7.7M | 84.79 | |
| Fiserv (FI) | 4.2 | $644M | 5.1M | 126.15 | |
| Moody's Corporation (MCO) | 4.2 | $639M | 1.8M | 347.72 | |
| Aon Shs Cl A (AON) | 4.1 | $630M | 1.8M | 345.20 | |
| Marsh & McLennan Companies (MMC) | 4.1 | $624M | 3.3M | 188.08 | |
| Iqvia Holdings (IQV) | 4.1 | $619M | 2.8M | 224.77 | |
| UnitedHealth (UNH) | 4.0 | $618M | 1.3M | 480.64 | |
| S&p Global (SPGI) | 4.0 | $617M | 1.5M | 400.89 | |
| Cdw (CDW) | 4.0 | $615M | 3.4M | 183.50 | |
| Visa Com Cl A (V) | 4.0 | $614M | 2.6M | 237.48 | |
| Medtronic SHS (MDT) | 4.0 | $609M | 6.9M | 88.10 | |
| Becton, Dickinson and (BDX) | 4.0 | $606M | 2.3M | 264.01 | |
| American Express Company (AXP) | 4.0 | $604M | 3.5M | 174.20 | |
| SYSCO Corporation (SYY) | 3.9 | $600M | 8.1M | 74.20 | |
| State Street Corporation (STT) | 3.7 | $572M | 7.8M | 73.18 | |
| Bank of New York Mellon Corporation (BK) | 3.7 | $569M | 13M | 44.52 | |
| L3harris Technologies (LHX) | 3.1 | $468M | 2.4M | 195.77 | |
| Dollar General (DG) | 3.0 | $460M | 2.7M | 169.78 | |
| Us Foods Hldg Corp call (USFD) | 2.4 | $365M | 8.3M | 44.00 | |
| Henry Schein (HSIC) | 1.7 | $263M | 3.2M | 81.10 | |
| Fidelity National Information Services (FIS) | 0.5 | $75M | 1.4M | 54.70 |
