Longview Asset Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Longview Asset Management, LLC reported 3 stock positions worth $9.7 billion. Its top holding was General Dynamics (GD) at 96.0% of the portfolio, followed by Alamo (ALG, 2.7%) and Purecycle Technologies (PCT, 1.3%). Compared with Q2 2025, it reduced 2. The biggest sale was Alamo (ALG, shares −0%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001086477
Portfolio Value
$9.7B (Q3 2025)
SEC Filing
0001193125-25-273561 ↗ filed Nov 10, 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 Q2 2025 Q3 2025: $9.7B $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 · $9.7B
GD General Dynamics Corp. 96.01% 27,307,043 $9.3B Reduce -2.6%
ALG Alamo Group Inc. 2.67% 1,358,967 $259.4M Reduce -0.2%
PCT Purecycle Technologies Inc. 1.32% 9,716,394 $127.8M No change

Portfolio Sells Q2 2025 → Q3 2025
ALG Alamo Group Inc. Reduce -0.2% 2.67% −0.78
GD General Dynamics Corp. Reduce -2.6% 96.01% +1.01

Portfolio Buys Q2 2025 → Q3 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