Longview Partners as of Sept. 30, 2023
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $729M | 5.6M | 130.86 | |
| Booking Holdings (BKNG) | 5.1 | $723M | 234k | 3083.95 | |
| TJX Companies (TJX) | 4.9 | $687M | 7.7M | 88.88 | |
| Cdw (CDW) | 4.8 | $678M | 3.4M | 201.76 | |
| UnitedHealth (UNH) | 4.6 | $650M | 1.3M | 504.19 | |
| Marsh & McLennan Companies (MMC) | 4.5 | $633M | 3.3M | 190.30 | |
| Oracle Corporation (ORCL) | 4.3 | $612M | 5.8M | 105.92 | |
| Microsoft Corporation (MSFT) | 4.3 | $605M | 1.9M | 315.75 | |
| Visa Com Cl A (V) | 4.2 | $597M | 2.6M | 230.01 | |
| Becton, Dickinson and (BDX) | 4.2 | $595M | 2.3M | 258.53 | |
| Aon Shs Cl A (AON) | 4.2 | $594M | 1.8M | 324.22 | |
| Moody's Corporation (MCO) | 4.1 | $581M | 1.8M | 316.17 | |
| Fiserv (FI) | 4.1 | $578M | 5.1M | 112.96 | |
| Hca Holdings (HCA) | 4.0 | $568M | 2.3M | 245.98 | |
| S&p Global (SPGI) | 4.0 | $564M | 1.5M | 365.41 | |
| Fidelity National Information Services (FIS) | 3.9 | $553M | 10M | 55.27 | |
| Iqvia Holdings (IQV) | 3.9 | $544M | 2.8M | 196.75 | |
| Medtronic SHS (MDT) | 3.8 | $543M | 6.9M | 78.36 | |
| Bank of New York Mellon Corporation (BK) | 3.8 | $537M | 13M | 42.65 | |
| SYSCO Corporation (SYY) | 3.8 | $536M | 8.1M | 66.05 | |
| American Express Company (AXP) | 3.7 | $519M | 3.5M | 149.19 | |
| State Street Corporation (STT) | 3.7 | $516M | 7.7M | 66.96 | |
| Dollar General (DG) | 2.7 | $380M | 3.6M | 105.80 | |
| Us Foods Hldg Corp call (USFD) | 2.3 | $321M | 8.1M | 39.70 | |
| L3harris Technologies (LHX) | 1.9 | $265M | 1.5M | 174.12 |
