LONGVIEW ASSET MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1086477 · latest 13F-HR filed 2026-08-14
LONGVIEW ASSET MANAGEMENT, LLC manages $9.89B in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GD (96.91%), ALG (2.26%), PCT (0.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 1, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 700
CHICAGO, IL 60601
$9.89B
Long-equity book
4
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑1 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GENERAL DYNAMICS CORP | GD | 369550108 | $9.59B | 96.91% | 27,060,944 | SH |
| 2 | ALAMO GROUP INC | ALG | 011311107 | $223.5M | 2.26% | 1,358,967 | SH |
| 3 | PURECYCLE TECHNOLOGIES INC | PCT | 74623V103 | $78.8M | 0.80% | 9,716,394 | SH |
| 4 | PURECYCLE TECHNOLOGIES INC | PCTTW | 74623V111 | $3.1M | 0.03% | 1,071,428 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $9.89B | 4 | 0001193125-26-351904 |
| 2026-03-31 | 2026-05-11 | $9.56B | 3 | 0001193125-26-216063 |
| 2025-12-31 | 2026-02-10 | $9.42B | 3 | 0001193125-26-043793 |
| 2025-09-30 | 2025-11-10 | $9.70B | 3 | 0001193125-25-273561 |