Longview Partners as of Dec. 31, 2024
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 5.7 | $765M | 154k | 4968.42 | |
| Fiserv (FI) | 5.6 | $754M | 3.7M | 205.42 | |
| American Express Company (AXP) | 5.5 | $740M | 2.5M | 296.79 | |
| Oracle Corporation (ORCL) | 5.2 | $699M | 4.2M | 166.64 | |
| TJX Companies (TJX) | 5.0 | $673M | 5.6M | 120.81 | |
| Moody's Corporation (MCO) | 5.0 | $667M | 1.4M | 473.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $650M | 3.4M | 189.30 | |
| Visa Com Cl A (V) | 4.7 | $632M | 2.0M | 316.04 | |
| Fidelity National Information Services (FIS) | 4.6 | $621M | 7.7M | 80.77 | |
| Microsoft Corporation (MSFT) | 4.6 | $610M | 1.4M | 421.50 | |
| S&p Global (SPGI) | 4.4 | $594M | 1.2M | 498.03 | |
| Marsh & McLennan Companies (MMC) | 4.1 | $544M | 2.6M | 212.41 | |
| Hca Holdings (HCA) | 3.9 | $528M | 1.8M | 300.15 | |
| Aon Shs Cl A (AON) | 3.9 | $527M | 1.5M | 359.16 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $508M | 1.1M | 444.68 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $505M | 971k | 520.23 | |
| UnitedHealth (UNH) | 3.8 | $504M | 996k | 505.86 | |
| SYSCO Corporation (SYY) | 3.6 | $481M | 6.3M | 76.46 | |
| Becton, Dickinson and (BDX) | 3.4 | $449M | 2.0M | 226.87 | |
| Cdw (CDW) | 3.3 | $445M | 2.6M | 174.04 | |
| Medtronic SHS (MDT) | 3.3 | $441M | 5.5M | 79.88 | |
| Iqvia Holdings (IQV) | 3.2 | $423M | 2.2M | 196.51 | |
| Nike CL B (NKE) | 2.7 | $368M | 4.9M | 75.67 | |
| Dollar General (DG) | 2.0 | $262M | 3.5M | 75.82 |
