Institutional investor · Portfolio as of Q1 2019
LONGVIEW ASSET MANAGEMENT, LLC manages $5.9B across 3 positions as of Q1 2019. Top holdings: GD (93.8%), UNVR (3.3%), ALG (2.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 3 new positions. Top move: GD (NEW, conviction 100). Portfolio: $5.9B across 3 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Funds with similar investing DNA
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