LONGVIEW ASSET MANAGEMENT, LLC 13F Holdings | HoldingsIntel

LONGVIEW ASSET MANAGEMENT, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$9.4B

Total Positions

3

New This Quarter

0

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

GD96.69%

ALG2.42%

PCT0.89%

Fund DNA Profile

Investing personality from behavioral dimensions

Concentrated Value

69% match

High-conviction, long-duration bets in concentrated portfolios

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

General Dynamics Corp

Avg $143.93 · $5.3B est. P&L

Alamo Group Inc

Avg $96.39 · $100.4M est. P&L

PURECYCLE TECHNOLOGIES INC

Avg $5.92 · $26.1M est. P&L

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(3 positions)

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GD General Dynamics Corp	27.1M	$9.1B	96.7%	—	$143.93	+134.89%	28 qtrs	Decreased 0
ALG Alamo Group Inc	1.4M	$228.1M	2.4%	—	$96.39	+76.65%	28 qtrs	Unchanged 0
PCT PURECYCLE TECHNOLOGIES INC	9.7M	$83.5M	0.9%	—	$5.92	+45.44%	7 qtrs	Unchanged 0

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer