Longview Asset Management
CHICAGO, ILfiles as LONGVIEW ASSET MANAGEMENT, LLC
$9.9bn in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.3% of the portfolio this quarter.
Value
$9.9bn
Stocks
4
Top 10 share
100.0%
Turnover
0.3%
What changed this quarter
New
Bought for the first time this quarter.
- Purecycle TechnologiesPCTTW<0.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Purecycle TechnologiesPCTTW
- Share
- <0.1%
- Value
- $3m
- Shares
- 1,071,428
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| General DynamicsGD | 96.9% | $9.6bn | 27,060,944 | Held |
| Alamo GroupALG | 2.3% | $224m | 1,358,967 | Held |
| PureCycle TechnologiesPCT | 0.8% | $79m | 9,716,394 | Held |
| Purecycle TechnologiesPCTTW | <0.1% | $3m | 1,071,428 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.9% since 30 June 2025.
Where the money is
Industrials99.2%
Materials0.8%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.