Longview Asset Management, LLC 13F holdings
Longview Asset Management, LLC reported 3 positions with a total reported value of $9.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GD GENERAL DYNAMICS CORP (96.9%), ALG ALAMO GROUP INC (2.3%), PCT PURECYCLE TECHNOLOGIES INC (0.8%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
3 largest of 3 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GD GENERAL DYNAMICS CORP | 27,060,944 | $9.6B | 96.9% |
| ALG ALAMO GROUP INC | 1,358,967 | $223.5M | 2.3% |
| PCT PURECYCLE TECHNOLOGIES INC | 10,787,822 | $81.9M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PCT PURECYCLE TECHNOLOGIES INC | 9,716,394 | 10,787,822 | +11.0% | $81.9M |
Decreases
No position was decreased.
CIK 1086477 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
