CIK: 0001086477
Total reported value
$9.6B
Reporting period: 2026-03-31 · Number of holdings: 3
LONGVIEW ASSET MANAGEMENT, LLC disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.6B and a quarterly turnover rate of 2.3%.
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Longview Asset Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.944 — mathematically equivalent to about 1 equally-sized positions, well below its 3 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add GD
-0.0% $177.3M
Trim PCT
0.0% -$33.0M
Trim ALG
0.0% -$3.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GD | General Dynamics CORP | Stock-Industrials | 97.13% | +0.44% | -0.00% | |
| 2 | ALG | Alamo Group INC | Stock-Other | 2.34% | -0.08% | — | |
| 3 | PCT | Purecycle Technologies INC | Stock-Other | 0.53% | -0.36% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 3% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3 | $9.6B | 2 | |
| 2025-12-31 | 3 | $9.4B | 3 | |
| 2025-09-30 | 3 | $9.7B | 19 | |
| 2025-06-30 | 3 | $8.6B | 0 | |
| 2025-03-31 | 3 | $8.0B | 100 | |
| 2024-12-31 | 3 | $7.8B | 0 | |
| 2024-09-30 | 3 | $8.8B | 0 | |
| 2024-06-30 | 3 | $8.4B | 0 | |
| 2024-03-31 | 2 | $8.2B | 0 | |
| 2023-12-31 | 2 | $7.6B | 0 | |
| 2023-09-30 | 2 | $6.5B | 0 | |
| 2023-06-30 | 2 | $6.3B | 0 | |
| 2023-03-31 | 2 | $6.7B | 0 | |
| 2022-12-31 | 2 | $7.2B | 0 | |
| 2022-09-30 | 2 | $6.5B | 0 | |
| 2022-06-30 | 2 | $6.8B | 0 | |
| 2022-03-31 | 2 | $7.4B | 0 | |
| 2021-12-31 | 2 | $6.5B | 0 | |
| 2021-09-30 | 2 | $6.1B | 0 | |
| 2021-06-30 | 2 | $5.9B | 100 | |
| 2021-03-31 | 2 | $5.7B | 20 | |
| 2020-12-31 | 2 | $4.7B | 1 | |
| 2020-09-30 | 2 | $4.6B | 8 | |
| 2020-06-30 | 3 | $5.0B | 14 | |
| 2020-03-31 | 3 | $4.5B | 31 | |
| 2019-12-31 | 3 | $6.1B | 5 | |
| 2019-09-30 | 3 | $6.4B | 1 | |
| 2019-06-30 | 3 | $6.3B | 7 | |
| 2019-03-31 | 3 | $5.9B | 9 | |
| 2018-12-31 | 3 | $5.4B | 28 | |
| 2018-09-30 | 2 | $6.8B | 9 | |
| 2018-06-30 | 2 | $6.2B | 17 | |
| 2018-03-31 | 2 | $7.4B | 13 | |
| 2017-12-31 | 4 | $7.5B | 1 | |
| 2017-09-30 | 4 | $7.6B | 4 | |
| 2017-06-30 | 4 | $7.3B | 6 | |
| 2017-03-31 | 4 | $6.9B | 9 | |
| 2016-12-31 | 4 | $6.5B | 11 | |
| 2016-09-30 | 4 | $5.8B | 10 | |
| 2016-06-30 | 4 | $5.2B | 10 | |
| 2016-03-31 | 3 | $4.7B | 5 | |
| 2015-12-31 | 3 | $4.9B | 5 | |
| 2015-09-30 | 2 | $4.7B | 3 | |
| 2015-06-30 | 2 | $4.8B | 5 | |
| 2015-03-31 | 2 | $4.6B | 14 | |
| 2014-12-31 | 3 | $5.3B | 7 | |
| 2014-09-30 | 3 | $4.9B | 10 | |
| 2014-06-30 | 3 | $4.5B | 6 | |
| 2014-03-31 | 3 | $4.2B | 12 | |
| 2013-12-31 | 3 | $3.8B | 9 | |
| 2013-09-30 | 3 | $3.5B | 12 | |
| 2013-06-30 | 3 | $3.1B | — |
Longview Asset Management, LLC's most significant position changes for 2026-03-31: Trim: General Dynamics CORP (GD) — shares -0.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GD | General Dynamics CORP | +0.4% | -0.00% | Trim |
| 2 | ALG | Alamo Group INC | -0.1% | — | Unchanged |
| 3 | PCT | Purecycle Technologies INC | -0.4% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-10 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-09 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-10 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-07 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-05-01 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-10 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2015-05-01 | Amendment | View on EDGAR |
| 2014-09-30 | 2014-11-10 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-11 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
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