Longview Partners as of March 31, 2025
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 5.0 | $622M | 2.8M | 220.83 | |
| Moody's Corporation (MCO) | 5.0 | $617M | 1.3M | 465.69 | |
| Booking Holdings (BKNG) | 4.9 | $615M | 134k | 4606.91 | |
| TJX Companies (TJX) | 4.9 | $610M | 5.0M | 121.80 | |
| Visa Com Cl A (V) | 4.9 | $610M | 1.7M | 350.46 | |
| Marsh & McLennan Companies (MMC) | 4.7 | $587M | 2.4M | 244.03 | |
| Hca Holdings (HCA) | 4.6 | $573M | 1.7M | 345.55 | |
| S&p Global (SPGI) | 4.6 | $571M | 1.1M | 508.10 | |
| Oracle Corporation (ORCL) | 4.4 | $552M | 3.9M | 139.81 | |
| Aon Shs Cl A (AON) | 4.4 | $551M | 1.4M | 399.09 | |
| Fidelity National Information Services (FIS) | 4.3 | $541M | 7.2M | 74.68 | |
| Microsoft Corporation (MSFT) | 4.1 | $511M | 1.4M | 375.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $500M | 3.2M | 154.64 | |
| UnitedHealth (UNH) | 4.0 | $491M | 938k | 523.75 | |
| American Express Company (AXP) | 3.9 | $484M | 1.8M | 269.05 | |
| salesforce (CRM) | 3.8 | $468M | 1.7M | 268.36 | |
| Medtronic SHS (MDT) | 3.8 | $467M | 5.2M | 89.86 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $455M | 914k | 497.60 | |
| SYSCO Corporation (SYY) | 3.6 | $445M | 5.9M | 75.04 | |
| Becton, Dickinson and (BDX) | 3.4 | $427M | 1.9M | 229.06 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $412M | 1.1M | 383.53 | |
| Cdw (CDW) | 3.1 | $386M | 2.4M | 160.26 | |
| Iqvia Holdings (IQV) | 2.9 | $358M | 2.0M | 176.30 | |
| Nike CL B (NKE) | 2.3 | $291M | 4.6M | 63.48 | |
| Dollar General (DG) | 2.3 | $286M | 3.3M | 87.93 |
