Longview Asset Management, LLC
Longview Asset Management, LLC reported 4 US-listed holdings worth $9.89 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: General Dynamics Corp. (96.9%), Alamo Group Inc. (2.3%) and Purecycle Technologies Inc. (0.8%). Against the quarter before, it opened 1 position, added to 0, trimmed 0 and sold out of 0.
The fund asked the SEC to keep some positions private for now; they are not in this filing and appear in an amendment once released.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Purecycle Technologies Inc. PCTTW$3.1 million
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| General Dynamics Corp. GD | 27,060,944 | $9.59 billion | 96.91% | no change |
| Alamo Group Inc. ALG | 1,358,967 | $223.5 million | 2.26% | no change |
| Purecycle Technologies Inc. PCT | 9,716,394 | $78.8 million | 0.80% | no change |
| Purecycle Technologies Inc. PCTTW | 1,071,428 | $3.1 million | 0.03% | new |