Longview Asset Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Longview Asset Management, LLC reported 3 stock positions worth $9.9 billion. Its top holding was General Dynamics (GD) at 96.9% of the portfolio, followed by Alamo (ALG, 2.3%) and Purecycle Technologies (PCT, 0.8%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001086477
Portfolio Value
$9.9B (Q2 2026)
SEC Filing
0001193125-26-351904 ↗ filed Aug 14, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $8.2B Q1 2024 Q2 2024: $8.4B Q2 2024 Q3 2024: $8.8B Q3 2024 Q4 2024: $7.8B Q4 2024 Q1 2025: $8.0B Q1 2025 Q2 2025: $8.6B Q2 2025 Q3 2025: $9.7B Q3 2025 Q4 2025: $9.4B Q4 2025 Q1 2026: $9.6B Q1 2026 Q2 2026: $9.9B $9.9B Q2 2026

Holdings 3 stocks · $9.9B
GD General Dynamics Corp. 96.94% 27,060,944 $9.6B No change
ALG Alamo Group Inc. 2.26% 1,358,967 $223.5M No change
PCT Purecycle Technologies Inc. 0.80% 9,716,394 $78.8M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.1M (not counted above)
SecurityClassShares / PrincipalValueChange
PCTTW Purecycle Techno-CW26 *W EXP 03/17/202 1,071,428$3.1MNew

Total filed on the 13F, all lines: $9.9B.

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

Notes & Other Activity Q1 2026 → Q2 2026
PCTTW Purecycle Techno-CW26 *W EXP 03/17/202 New 1,071,428 $3.1M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$9.9BGD, ALG, PCT
Q1 2026 3$9.6BGD, ALG, PCT
Q4 2025 3$9.4BGD, ALG, PCT
Q3 2025 3$9.7BGD, ALG, PCT
Q2 2025 3$8.6BGD, ALG, PCT
Q1 2025 3$8.0BGD, ALG, PCT
Q4 2024 3$7.8BGD, ALG, PCT
Q3 2024 3$8.8BGD, ALG, PCT
Q2 2024 3$8.4BGD, ALG, PCT
Q1 2024 2$8.2BGD, ALG