Longview Partners as of March 31, 2026
Portfolio Holdings for Longview Partners
Longview Partners holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 4.7 | $330M | 1.3M | 250.64 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $326M | 663k | 491.53 | |
| American Express Company (AXP) | 4.6 | $325M | 1.1M | 302.48 | |
| Iqvia Holdings (IQV) | 4.6 | $324M | 1.9M | 170.54 | |
| Msci (MSCI) | 4.5 | $317M | 587k | 539.01 | |
| Aon Shs Cl A (AON) | 4.5 | $315M | 976k | 322.78 | |
| Booking Holdings (BKNG) | 4.4 | $313M | 74k | 4210.32 | |
| Visa Com Cl A (V) | 4.4 | $313M | 1.0M | 302.24 | |
| Moody's Corporation (MCO) | 4.4 | $310M | 710k | 436.25 | |
| Becton, Dickinson and (BDX) | 4.3 | $305M | 1.9M | 157.23 | |
| UnitedHealth (UNH) | 4.3 | $304M | 1.1M | 270.59 | |
| Microsoft Corporation (MSFT) | 4.3 | $303M | 819k | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $301M | 1.0M | 287.56 | |
| Cme (CME) | 4.3 | $300M | 1.0M | 295.35 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $295M | 1.5M | 194.14 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.1 | $287M | 850k | 337.95 | |
| salesforce (CRM) | 4.0 | $283M | 1.5M | 186.67 | |
| SYSCO Corporation (SYY) | 4.0 | $279M | 3.9M | 71.33 | |
| Cdw (CDW) | 3.9 | $279M | 2.3M | 121.02 | |
| Cooper Cos (COO) | 3.9 | $273M | 3.8M | 71.50 | |
| Nike CL B (NKE) | 3.8 | $268M | 5.1M | 52.82 | |
| Fidelity National Information Services (FIS) | 3.7 | $263M | 5.6M | 46.91 | |
| Fiserv (FISV) | 2.3 | $162M | 2.9M | 55.80 | |
| S&p Global (SPGI) | 2.0 | $144M | 338k | 425.34 | |
| Marsh & McLennan Companies (MRSH) | 2.0 | $141M | 810k | 173.45 |
