Institutional Manager · CIK 0001086477
LONGVIEW ASSET MANAGEMENT, LLC
CHICAGO, IL · File #028-04651
Latest AUM
$9.42B
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | GENERAL DYNAMICS CORP | GD | -245,592 | -$82.7M | -$118.5M |
| REDUCE | ALAMO GROUP INC | ALG | 0 | $0 | -$31.3M |
| REDUCE | PURECYCLE TECHNOLOGIES INC | PCTTW | 0 | $0 | -$44.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $9.42B
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $9.70B
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $8.61B
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $7.97B
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $7.76B
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $8.83B
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $8.45B
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $8.25B
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $6.49B
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | GENERAL DYNAMICS CORP | GD | 27,061,451 | $9.11B | 96.69% |
| 2 | ALAMO GROUP INC | ALG | 1,358,967 | $228.1M | 2.42% |
| 3 | PURECYCLE TECHNOLOGIES INC | PCTTW | 9,716,394 | $83.5M | 0.89% |