Longview Asset Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Longview Asset Management, LLC reported 3 stock positions worth $8.0 billion. Its top holding was General Dynamics (GD) at 96.1% of the portfolio, followed by Alamo (ALG, 3.0%) and Purecycle Technologies (PCT, 0.8%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001086477
- Portfolio Value
- $8.0B (Q1 2025)
- SEC Filing
- 0000950123-25-004595 ↗ filed May 12, 2025
Holdings Value
Holdings 3 stocks · $8.0B
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $9.9B | GD, ALG, PCT |
| Q1 2026 | 3 | $9.6B | GD, ALG, PCT |
| Q4 2025 | 3 | $9.4B | GD, ALG, PCT |
| Q3 2025 | 3 | $9.7B | GD, ALG, PCT |
| Q2 2025 | 3 | $8.6B | GD, ALG, PCT |
| Q1 2025 | 3 | $8.0B | GD, ALG, PCT |
| Q4 2024 | 3 | $7.8B | GD, ALG, PCT |
| Q3 2024 | 3 | $8.8B | GD, ALG, PCT |
| Q2 2024 | 3 | $8.4B | GD, ALG, PCT |
| Q1 2024 | 2 | $8.2B | GD, ALG |