Longview Asset Management, LLC
- SEC CIK
- 0001086477
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 3
- 0 vs. Q2 2025
- Portfolio value
- $9.70B
- +$1.09B (+12.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 27,307,043 | $9.31B | 96.0% | −727,012−2.6% | Reduced | History |
| ALGAlamo Group Inc | COM | 1,358,967 | $259.4M | 2.7% | −2,833−0.2% | Reduced | History |
| PCTPureCycle Technologies, Inc. | COM | 9,716,394 | $127.8M | 1.3% | 00.0% | Unchanged | History |