Longview Asset Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Longview Asset Management, LLC reported 3 stock positions worth $9.4 billion. Its top holding was General Dynamics (GD) at 96.7% of the portfolio, followed by Alamo (ALG, 2.4%) and Purecycle Technologies (PCT, 0.9%). Compared with Q3 2025, it reduced 1. The biggest sale was General Dynamics (GD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001086477
- Portfolio Value
- $9.4B (Q4 2025)
- SEC Filing
- 0001193125-26-043793 ↗ filed Feb 10, 2026
Holdings Value
Holdings 3 stocks · $9.4B
Portfolio Sells Q3 2025 → Q4 2025
| GD General Dynamics Corp. | Reduce -0.9% | 96.69% | +0.69 |
Portfolio Buys Q3 2025 → Q4 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 |