StockDriftsStockDriftsTop 3 Longview Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 96.91% | 27.06M | $9.59B | +0.00%(+0) | $89.46(+339.25%) | 2026-06-30 | |
| ALG | ALAMO GROUP INC | 2.26% | 1.36M | $223.5M | +0.00%(+0) | $32.64(+401.17%) | 2026-06-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 0.8% | 9.72M | $78.8M | +0.00%(+0) | $6.12(+14.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.39% | +61.75% | +13.14% | +85.35% |
| Top 20 Holdings Unweighted | +15.62% | +54.54% | +13.18% | +85.73% |
Longview Asset Management LLC reports $9.89B in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are GD (96.9%), ALG (2.3%) and PCT (0.8%). The top 20 holdings account for 99.97% of reported assets. Its disclosed equity book has returned +61.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Longview Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1086477). View Longview Asset Management LLC’s 13F filings on SEC