Longview Asset Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Longview Asset Management, LLC reported 3 stock positions worth $8.6 billion. Its top holding was General Dynamics (GD) at 95.0% of the portfolio, followed by Alamo (ALG, 3.5%) and Purecycle Technologies (PCT, 1.5%). Compared with Q1 2025, it reduced 1. The biggest sale was General Dynamics (GD, shares −0%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001086477
Portfolio Value
$8.6B (Q2 2025)
SEC Filing
0000950123-25-007416 ↗ filed Aug 11, 2025

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 $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 Q2 2026

Holdings 3 stocks · $8.6B
GD General Dynamics Corp. 95.00% 28,034,055 $8.2B Reduce -0.2%
ALG Alamo Group Inc. 3.46% 1,361,800 $297.4M No change
PCT Purecycle Technologies Inc. 1.55% 9,716,394 $133.1M No change

Portfolio Sells Q1 2025 → Q2 2025
GD General Dynamics Corp. Reduce -0.2% 95.00% −1.11

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

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