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LONGVIEW ASSET MANAGEMENT, LLC · 13F Holdings
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LONGVIEW ASSET MANAGEMENT, LLC

No.597 Data as of 2026Q2
Latest AUM (Q2 2026)
$9.89B
QoQ Change Q1 2026
+$329.0M+3.4%
All
4
Holdings
4
New Buys
1
Adds
0
Reduces
0
Exits
0
Unchanged
3
Portfolio concentrationTop 5 holdings100%Top 10 holdings100%
GD 96.91%ALG 2.26%PCT 0.8%PCT 0.03%
Holdings Value Trend
Holdings by Sector
"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GENERAL DYNAMICS CORPGD
96.91%97.13%$9.59B27.1M$9.29B27.1M00.00%Unchanged
ALAMO GROUP INCALG
2.26%2.34%$223.5M1.4M$224.2M1.4M00.00%Unchanged
PPURECYCLE TECHNOLOGIES INCPCT
0.8%0.53%$78.8M9.7M$50.4M9.7M00.00%Unchanged
PPurecycle Technologies IncPCT
0.03%—$3.1M1.1M$00+1.1MNew Buy

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-15 08:45 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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