LONGVIEW ASSET MANAGEMENT, LLC — Q2 2025 13F-HR

← LONGVIEW ASSET MANAGEMENT, LLC

Q2 2025 · 13F-HR

LONGVIEW ASSET MANAGEMENT, LLCholdings as filed

Filed 2025-08-11 · accession 0000950123-25-007416

$8.61B

Reported value

Positions

2025-06-30

Period end

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The Brief · LONGVIEW ASSET MANAGEMENT, LLC · Q2 2025

AI · grounded in 13F

Longview Asset Management, LLC established a new position in General Dynamics Corp GD valued at $8.18B. The fund also added new holdings in Alamo Group Inc ALG and PureCycle Technologies Inc PCT, worth $297.4M and $133.1M respectively. These three positions comprise the fund's total AUM of $8.61B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
369550108	GD	GENERAL DYNAMICS CORP	$8.18B	95.0%	28,034,055	Common	SOLE
011311107	ALG	ALAMO GROUP INC	$297.4M	3.46%	1,361,800	Common	SOLE
74623V103	PCT	PURECYCLE TECHNOLOGIES INC	$133.1M	1.55%	9,716,394	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.