Longview Partners as of Dec. 31, 2023
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 5.2 | $773M | 218k | 3547.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $709M | 5.1M | 139.69 | |
| Cdw (CDW) | 4.7 | $707M | 3.1M | 227.32 | |
| Microsoft Corporation (MSFT) | 4.5 | $671M | 1.8M | 376.04 | |
| TJX Companies (TJX) | 4.5 | $670M | 7.1M | 93.81 | |
| Moody's Corporation (MCO) | 4.5 | $669M | 1.7M | 390.56 | |
| S&p Global (SPGI) | 4.2 | $634M | 1.4M | 440.52 | |
| Fiserv (FI) | 4.2 | $633M | 4.8M | 132.84 | |
| Visa Com Cl A (V) | 4.2 | $632M | 2.4M | 260.35 | |
| UnitedHealth (UNH) | 4.2 | $627M | 1.2M | 526.47 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $622M | 1.2M | 530.79 | |
| American Express Company (AXP) | 4.1 | $609M | 3.2M | 187.34 | |
| Iqvia Holdings (IQV) | 4.0 | $600M | 2.6M | 231.38 | |
| Marsh & McLennan Companies (MMC) | 3.9 | $586M | 3.1M | 189.47 | |
| Hca Holdings (HCA) | 3.9 | $583M | 2.2M | 270.68 | |
| Bank of New York Mellon Corporation (BK) | 3.9 | $578M | 11M | 52.05 | |
| Oracle Corporation (ORCL) | 3.8 | $566M | 5.4M | 105.43 | |
| Fidelity National Information Services (FIS) | 3.8 | $564M | 9.4M | 60.07 | |
| Dollar General (DG) | 3.8 | $564M | 4.1M | 135.95 | |
| SYSCO Corporation (SYY) | 3.7 | $554M | 7.6M | 73.13 | |
| State Street Corporation (STT) | 3.6 | $544M | 7.0M | 77.46 | |
| Medtronic SHS (MDT) | 3.6 | $534M | 6.5M | 82.38 | |
| Becton, Dickinson and (BDX) | 3.5 | $525M | 2.2M | 243.83 | |
| Aon Shs Cl A (AON) | 3.3 | $497M | 1.7M | 291.02 | |
| Us Foods Hldg Corp call (USFD) | 2.3 | $341M | 7.5M | 45.41 |
