LONGVIEW ASSET MANAGEMENT, LLC (auto-surfaced)
cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $9,562,474,071 · 3 positions · top-10 100.0%
· SEC filing history →
13FScore 68/100 — cloning their disclosed top holdings over ~4.7y returned +14%/yr vs S&P +10%/yr (alpha +3%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| $GD · GENERAL DYNAMICS CORP | 97.1% | +93% ≥Q2 '21 | General Dynamics is an aerospace and defense company that builds Gulfstream business jets, nuclear submarines and warships, combat vehicles, and provides defense IT and technology services. | S&P |
| $ALG · ALAMO GROUP INC | 2.3% | +9% ≥Q2 '21 | Agricultural and infrastructure mowing equipment | |
| $PCT · PURECYCLE TECHNOLOGIES INC | 0.5% | +2% Q2 '24 | PureCycle Technologies operates a recycling technology that purifies waste polypropylene plastic into a resin suitable for reuse in consumer and industrial products. | NASDAQ |