Longview Partners as of Sept. 30, 2024
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 5.4 | $783M | 4.6M | 170.40 | |
| Hca Holdings (HCA) | 5.1 | $746M | 1.8M | 406.43 | |
| Fiserv (FI) | 5.0 | $734M | 4.1M | 179.65 | |
| American Express Company (AXP) | 4.8 | $706M | 2.6M | 271.20 | |
| Moody's Corporation (MCO) | 4.8 | $698M | 1.5M | 474.59 | |
| Booking Holdings (BKNG) | 4.8 | $695M | 165k | 4212.12 | |
| TJX Companies (TJX) | 4.7 | $691M | 5.9M | 117.54 | |
| Fidelity National Information Services (FIS) | 4.6 | $671M | 8.0M | 83.75 | |
| Microsoft Corporation (MSFT) | 4.5 | $650M | 1.5M | 430.30 | |
| S&p Global (SPGI) | 4.4 | $642M | 1.2M | 516.62 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $626M | 1.0M | 618.57 | |
| Adobe Systems Incorporated (ADBE) | 4.2 | $617M | 1.2M | 517.78 | |
| UnitedHealth (UNH) | 4.2 | $607M | 1.0M | 584.68 | |
| Cdw (CDW) | 4.1 | $604M | 2.7M | 226.30 | |
| Marsh & McLennan Companies (MMC) | 4.1 | $595M | 2.7M | 223.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $594M | 3.6M | 165.85 | |
| Visa Com Cl A (V) | 3.9 | $574M | 2.1M | 274.95 | |
| Iqvia Holdings (IQV) | 3.6 | $532M | 2.2M | 236.97 | |
| Aon Shs Cl A (AON) | 3.6 | $529M | 1.5M | 345.99 | |
| Medtronic SHS (MDT) | 3.6 | $524M | 5.8M | 90.03 | |
| SYSCO Corporation (SYY) | 3.5 | $512M | 6.6M | 78.06 | |
| Becton, Dickinson and (BDX) | 3.4 | $497M | 2.1M | 241.10 | |
| Nike CL B (NKE) | 3.1 | $448M | 5.1M | 88.40 | |
| Dollar General (DG) | 2.1 | $302M | 3.6M | 84.57 |
