Longview Asset Management, LLC — 13F Holdings

2026 Q2  ·  4 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, LONGVIEW ASSET MANAGEMENT, LLC maintained a portfolio of 4 distinct positions. The most significant new addition was PURECYCLE TECHNOLOGIES INC, now representing 0.03% of the total fund value.
Position History hover any row below to update
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LONGVIEW ASSET MANAGEMENT, LLC Rye Brook, NY Family Office / Private Investment Firm AUM $9,891M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
4
Quarter
2026 Q2
Top Holding
GD (96.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GD
GENERAL DYNAMIC...
Industrials 96.91% 97.13% #1
Prev: #1
7.0
—
no change no change
P
S
27,060,944 $9,586,068,803 1999 Q1 13F Filing 2026-06-30 2026-08-14
ALG
ALAMO GROUP INC
Industrials 2.26% 2.34% #2
Prev: #2
3.4
—
no change no change
P
S
1,358,967 $223,536,482 2012 Q4 13F Filing 2026-06-30 2026-08-14
PCT
PURECYCLE TECHN...
Industrials 0.80% 0.53% #3
Prev: #3
2.3
—
no change no change
P
S
9,716,394 $78,799,955 2024 Q2 13F Filing 2026-06-30 2026-08-14
PCTTW
PURECYCLE TECHN...
Unknown 0.03% — #4
Prev: #—
4.0
—
1,071,428 —
NEW
 1,071,428 $3,064,284 2026 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-4 of 4 holdings

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