LONGVIEW ASSET MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GENERAL DYNAMICS CORP | 27.1M | $9.3B | 97.1% | $143.93 | +168.70% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALAMO GROUP INC | 1.4M | $224.2M | 2.3% | $96.39 | +71.54% | 29 qtrssince 2019-Q1 | Unchanged 0 |
PURECYCLE TECHNOLOGIES INC | 9.7M | $50.4M | 0.5% | $5.92 | -1.18% | 8 qtrssince 2024-Q2 | Unchanged 0 |
LONGVIEW ASSET MANAGEMENT, LLC manages $9.6B across 3 positions as of Q1 2026. Top holdings: GD (97.1%), ALG (2.3%), PCT (0.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Trimmed 1. No standout high-conviction moves this quarter. Portfolio: $9.6B across 3 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer