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LONGVIEW ASSET MANAGEMENT, LLC

hedge fundUpdated 27 days ago

Managed by Longview Asset Management, Llc • Latest filing Q2 2026

Portfolio value
$9.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$6.7B
Q2 2023$6.3B
Q3 2023$6.5B
Q4 2023$7.6B
Q1 2024$8.2B
Q2 2024$8.4B
Q3 2024$8.8B
Q4 2024$7.8B
Q1 2025$8B
Q2 2025$8.6B
Q3 2025$9.7B
Q4 2025$9.4B
Q1 2026$9.6B
Q2 2026$9.9B

Top holdings

4 positions as of Q2 2026

View filing
G
1.GD

GENERAL DYNAMICS CORP

Unchanged
Value
$9.6B
Shares
27.06M
% Port
96.91%
A
2.ALG

ALAMO GROUP INC

Unchanged
Value
$223.5M
Shares
1.36M
% Port
2.26%
P

PURECYCLE TECHNOLOGIES INC

Unchanged
Value
$78.8M
Shares
9.72M
% Port
0.80%
?
4.N/A

PURECYCLE TECHNOLOGIES INC

Value
$3.1M
Shares
1.07M
% Port
0.03%

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