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Livermore
Livermore
ZHEN

Longview Asset Management, LLC

SEC CIK
0001086477
Latest filing
Aug 14, 2026

The latest 13F from Longview Asset Management, LLC covers Q2 2026 (filed Aug 14, 2026): 4 long positions worth $9.89B. The top 10 holdings make up 100.0% of the portfolio, and the largest is General Dynamics Corp (GD) at 96.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$3.06M
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. GDGeneral Dynamics Corp
    96.9%$9.59BHistory
  2. ALGAlamo Group Inc
    2.3%$223.5MHistory
  3. PCTPureCycle Technologies, Inc.
    0.8%$78.8MHistory
  4. PCTTWPureCycle Technologies, Inc.
    <0.1%$3.06MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. PCTTWPureCycle Technologies, Inc.
    +$3.06MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PCTTWPureCycle Technologies, Inc.
    +0.03 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$9.89B
+$329.0M (+3.4%) vs. prior quarter
Positions
4
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
21.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $9.89B (Q2 2026)

Q1 2021: $5.67BQ2 2021: $5.86BQ3 2021: $6.08BQ4 2021: $6.46BQ1 2022: $7.44BQ2 2022: $6.81BQ3 2022: $6.54BQ4 2022: $7.21BQ1 2023: $6.71BQ2 2023: $6.34BQ3 2023: $6.49BQ4 2023: $7.63BQ1 2024: $8.25BQ2 2024: $8.45BQ3 2024: $8.83BQ4 2024: $7.76BQ1 2025: $7.97BQ2 2025: $8.61BQ3 2025: $9.70BQ4 2025: $9.42BQ1 2026: $9.56BQ2 2026: $9.89B
Q1 2021Q2 2026
13F filings of Longview Asset Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20264$9.89BGDALGPCTvs. Q1 2026SEC
Q1 2026May 11, 20263$9.56BGDALGPCTvs. Q4 2025SEC
Q4 2025Feb 10, 20263$9.42BGDALGPCTvs. Q3 2025SEC
Q3 2025Nov 10, 20253$9.70BGDALGPCTvs. Q2 2025SEC
Q2 2025Aug 11, 20253$8.61BGDALGPCTvs. Q1 2025SEC
Q1 2025May 12, 20253$7.97BGDALGPCTvs. Q4 2024SEC
Q4 2024Feb 10, 20253$7.76BGDALGPCTvs. Q3 2024SEC
Q3 2024Nov 7, 20243$8.83BGDALGPCTvs. Q2 2024SEC
Q2 2024Aug 13, 20243$8.45BGDALGPCTvs. Q1 2024SEC
Q1 2024May 10, 20242$8.25BGDALGvs. Q4 2023SEC
Q4 2023Feb 12, 20242$7.63BGDALGvs. Q3 2023SEC
Q3 2023Nov 9, 20232$6.49BGDALGvs. Q2 2023SEC
Q2 2023Aug 10, 20232$6.34BGDALGvs. Q1 2023SEC
Q1 2023May 10, 20232$6.71BGDALGvs. Q4 2022SEC
Q4 2022Feb 10, 20232$7.21BGDALGvs. Q3 2022SEC
Q3 2022Nov 10, 20222$6.54BGDALGvs. Q2 2022SEC
Q2 2022Aug 10, 20222$6.81BGDALGvs. Q1 2022SEC
Q1 2022May 10, 20222$7.44BGDALGvs. Q4 2021SEC
Q4 2021Feb 10, 20222$6.46BGDALGvs. Q3 2021SEC
Q3 2021Nov 10, 20212$6.08BGDALGvs. Q2 2021SEC
Q2 2021Aug 10, 20212$5.86BGDALGvs. Q1 2021SEC
Q1 2021May 10, 20212$5.67BGDALG–SEC

13D and 13G filings

Companies where Longview Asset Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Longview Asset Management, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
GDGeneral Dynamics Corp13D/A10.00%27.1M shares–Oct 2, 20233 filingsAug 28, 2026SEC
PCTPureCycle Technologies, Inc.13D6.20%11.1M sharesNewJul 8, 20251 filingJul 8, 2025SEC

Latest filings

5 filings on file made by Longview Asset Management, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Longview Asset Management, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
GDGeneral Dynamics CorpAug 28, 20267:30 PM ET13D/A10.00%27.1M shares–Aug 28, 2026SEC
PCTPureCycle Technologies, Inc.Jul 8, 20258:13 PM ET13D6.20%11.1M sharesNewMar 17, 2022SEC
GDGeneral Dynamics CorpApr 10, 202413D/AOld format–––SEC
GDGeneral Dynamics CorpOct 2, 202313D/AOld format–––SEC
UNVRUnivar Solutions Inc.Feb 5, 202113G/AOld format–––SEC