13F Pro

LONGVIEW ASSET MANAGEMENT, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1086477
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$9.6B

Holdings

3

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

LONGVIEW ASSET MANAGEMENT, LLC disclosed 3 positions worth $9.6B in its Form 13F-HR for Q1 2026, led by $GD (GENERAL DYNAMICS CORP) at 97.1% of the equity portfolio, followed by $ALG and $PCT. The portfolio is most concentrated in Industrials (99.5% of disclosed assets). All figures are sourced directly from LONGVIEW ASSET MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1086477.

AI Fund Analysis

Stable
GD$GD
97.1% weight
Held 9 quarters
ALG$ALG
2.3% weight
Held 9 quarters
PCT$PCT
0.5% weight
Held 8 quarters

Sector Allocation

IndustrialsMaterials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of LONGVIEW ASSET MANAGEMENT, LLC's 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Industrials

$9.5B

Materials

$50.4M

Full Holdings — LONGVIEW ASSET MANAGEMENT, LLC (Q1 2026)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1GD$GDGENERAL DYNAMICS CORP$9.3B97.1%-0%73
2ALG$ALGALAMO GROUP INC$224.2M2.3%+0%53.1
3PCT$PCTPureCycle Technologies, Inc.$50.4M0.5%+0%26.6

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Available Analysis

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Quarter-over-quarter position changes
Accumulation & distribution patterns
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AI-Powered Hedge Fund Analysis: LONGVIEW ASSET MANAGEMENT, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For LONGVIEW ASSET MANAGEMENT, LLC (SEC CIK: 1086477), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LONGVIEW ASSET MANAGEMENT, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.