LONGVIEW ASSET MANAGEMENT, LLC (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $9,891,469,524 · 4 positions · top-10 100.0%
· SEC filing history →
13FScore 63/100 — cloning their disclosed top holdings over ~4.9y returned +11%/yr vs S&P +11%/yr (alpha -0%/yr), ahead of the market in 50% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $PCTTW · PURECYCLE TECHNOLOGIES INC | 0.0% | $3,064,284 | -77% | Med | PureCycle Technologies operates a recycling technology that purifies waste polypropylene plastic into a resin suitable for reuse in consumer and industrial products. | |
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 | 96.9% | +77% ≥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% | +2% ≥Q2 '21 | Agricultural and infrastructure mowing equipment | |
| $PCT · PURECYCLE TECHNOLOGIES INC | 0.8% | -46% 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 |
| $PCTTW · PURECYCLE TECHNOLOGIES INC | 0.0% | -77% Q2 '26 | PureCycle Technologies operates a recycling technology that purifies waste polypropylene plastic into a resin suitable for reuse in consumer and industrial products. | |