Longview Partners as of Sept. 30, 2025
Portfolio Holdings for Longview Partners
Longview Partners holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $561M | 2.3M | 243.10 | |
| Booking Holdings (BKNG) | 5.7 | $542M | 100k | 5399.27 | |
| Microsoft Corporation (MSFT) | 5.6 | $540M | 1.0M | 517.95 | |
| Moody's Corporation (MCO) | 5.1 | $485M | 1.0M | 476.48 | |
| American Express Company (AXP) | 4.8 | $458M | 1.4M | 332.16 | |
| UnitedHealth (UNH) | 4.8 | $456M | 1.3M | 345.30 | |
| Visa Com Cl A (V) | 4.8 | $456M | 1.3M | 341.38 | |
| Iqvia Holdings (IQV) | 4.7 | $446M | 2.3M | 189.94 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $438M | 904k | 485.02 | |
| Fidelity National Information Services (FIS) | 4.5 | $432M | 6.6M | 65.94 | |
| Becton, Dickinson and (BDX) | 4.4 | $425M | 2.3M | 187.17 | |
| Marsh & McLennan Companies (MMC) | 4.4 | $421M | 2.1M | 201.53 | |
| S&p Global (SPGI) | 4.4 | $420M | 863k | 486.71 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $419M | 1.2M | 352.75 | |
| Fiserv (FI) | 4.4 | $417M | 3.2M | 128.93 | |
| Aon Shs Cl A (AON) | 4.3 | $413M | 1.2M | 356.58 | |
| Cdw (CDW) | 4.3 | $412M | 2.6M | 159.28 | |
| SYSCO Corporation (SYY) | 4.3 | $411M | 5.0M | 82.34 | |
| salesforce (CRM) | 4.2 | $404M | 1.7M | 237.00 | |
| Msci (MSCI) | 4.2 | $403M | 711k | 567.41 | |
| Nike CL B (NKE) | 4.2 | $400M | 5.7M | 69.73 | |
| Hca Holdings (HCA) | 1.2 | $117M | 275k | 426.20 | |
| West Pharmaceutical Services (WST) | 1.0 | $92M | 352k | 262.33 |
