Longview Partners as of March 31, 2024
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 5.0 | $773M | 3.0M | 255.78 | |
| Booking Holdings (BKNG) | 4.9 | $756M | 209k | 3627.88 | |
| Fiserv (FI) | 4.8 | $741M | 4.6M | 159.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $737M | 4.9M | 150.93 | |
| Microsoft Corporation (MSFT) | 4.7 | $727M | 1.7M | 420.72 | |
| American Express Company (AXP) | 4.6 | $719M | 3.2M | 227.69 | |
| TJX Companies (TJX) | 4.5 | $704M | 6.9M | 101.42 | |
| Hca Holdings (HCA) | 4.5 | $699M | 2.1M | 333.53 | |
| Fidelity National Information Services (FIS) | 4.4 | $677M | 9.1M | 74.18 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $662M | 1.1M | 581.21 | |
| Visa Com Cl A (V) | 4.3 | $659M | 2.4M | 279.08 | |
| Oracle Corporation (ORCL) | 4.2 | $657M | 5.2M | 125.61 | |
| Moody's Corporation (MCO) | 4.2 | $655M | 1.7M | 393.03 | |
| Iqvia Holdings (IQV) | 4.1 | $638M | 2.5M | 252.89 | |
| Dollar General (DG) | 4.1 | $636M | 4.1M | 156.06 | |
| Marsh & McLennan Companies (MMC) | 4.0 | $620M | 3.0M | 205.98 | |
| SYSCO Corporation (SYY) | 3.9 | $598M | 7.4M | 81.18 | |
| S&p Global (SPGI) | 3.8 | $596M | 1.4M | 425.45 | |
| Medtronic SHS (MDT) | 3.7 | $578M | 6.6M | 87.15 | |
| UnitedHealth (UNH) | 3.7 | $578M | 1.2M | 494.70 | |
| Becton, Dickinson and (BDX) | 3.7 | $574M | 2.3M | 247.45 | |
| Aon Shs Cl A (AON) | 3.7 | $574M | 1.7M | 333.72 | |
| Nike CL B (NKE) | 3.4 | $534M | 5.7M | 93.98 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $395M | 7.3M | 53.97 |
