Longview Asset Management, LLC
- SEC CIK
- 0001086477
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 3
- 0 vs. Q1 2025
- Portfolio value
- $8.61B
- +$638.1M (+8.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 28,034,055 | $8.18B | 95.0% | −63,677−0.2% | Reduced | History |
| ALGAlamo Group Inc | COM | 1,361,800 | $297.4M | 3.5% | 00.0% | Unchanged | History |
| PCTPureCycle Technologies, Inc. | COM | 9,716,394 | $133.1M | 1.5% | 00.0% | Unchanged | History |