Top Institutional Investors

LONGVIEW ASSET MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1086477 · latest 13F-HR filed 2026-05-11

Backtest portfolio

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.

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AUM

$9.56B

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+0 / −0 / ↑0 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • PURECYCLE TECHNOLOGIES INC-$33.0M -39.6%
Show all 1 →

New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

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 $9.29B 97.13% 27,060,944 SH
2 ALAMO GROUP INC ALG 011311107 $224.2M 2.34% 1,358,967 SH
3 PURECYCLE TECHNOLOGIES INC PCT 74623V103 $50.4M 0.53% 9,716,394 SH
Filing History
Period Filed AUM Holdings Accession
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