LONGVIEW ASSET MANAGEMENT, LLC — Q3 2025 13F-HR

← LONGVIEW ASSET MANAGEMENT, LLC

Q3 2025 · 13F-HR

LONGVIEW ASSET MANAGEMENT, LLCholdings as filed

Filed 2025-11-10 · accession 0001193125-25-273561

$9.70B

Reported value

Positions

2025-09-30

Period end

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The Brief · LONGVIEW ASSET MANAGEMENT, LLC · Q3 2025

AI · grounded in 13F

Longview Asset Management, LLC established a new position in General Dynamics Corp GD valued at $9.31B. The fund also added new positions in Alamo Group Inc ALG for $259.43M and PureCycle Technologies Inc PCT for $127.77M. These three holdings comprise the fund's total AUM of $9.70B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
369550108	GD	GENERAL DYNAMICS CORP	$9.31B	96.0%	27,307,043	Common	SOLE
011311107	ALG	ALAMO GROUP INC	$259.4M	2.67%	1,358,967	Common	SOLE
74623V103	PCT	PURECYCLE TECHNOLOGIES INC	$127.8M	1.32%	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.