Arkolith/Funds/Longview Asset Management, LLC

Longview Asset Management, LLC

CIK 1086477Hedge fund
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·One quarter behind·13F-HR
Inactive

Longview Asset Management, LLC holds a concentrated book of 3 reported positions worth $9.6B as of Q1 2026 (disclosed May 11, 2026, a ~41-day 13F lag). This quarter they trimmed General Dynamics Corp. Their largest long position is General Dynamics Corp at 97% of the reported non-option book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Excluding General Dynamics Corp (97% of the book), the rest is a concentrated book:

Top 5 of the rest
100%
Top 10 of the rest
100%
Top 20 of the rest
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Industrials
99%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Longview Asset Management, LLC

Manager / fundShared namesTheir $ in those
SWS Partners2 / 3$14.8M
Skandinaviska Enskilda Banken AB (publ)2 / 3$32.4M
Vident Advisory, LLC2 / 3$148.1M
Gladstone Institutional Advisory LLC2 / 3$30.6M
Occudo Quantitative Strategies LP2 / 3$16.4M
Davis Capital Management2 / 3$1.3M
Westwood Holdings Group Inc2 / 3$96.2M
Rothschild Investment LLC3 / 3$17.4M

Ranked by the share of each fund's own book sitting in the names it shares with Longview Asset Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

3 positions
General Dynamics Corp is 97.1% of the book
#SecurityValueShares% PortLast moveHistory
1General Dynamics Corp
COM
$9.3B27.06M
97.1%
▼~0%
Reduced · −507 sh
2Alamo Group Inc
COM
$224.2M1.36M
2.3%
—Held
3Purecycle Technologies Inc
COM
$50.4M9.72M
0.5%
—Held
Showing all 3 positions
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Filing history

As-of date vs the date the SEC received each filing

$9.7B · Q3 2025Q2 2020 · $5.0BQ1 2026 · $9.6B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 11, 202641d3$9.6B13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d3$9.4B13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d3$9.7B13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d3$8.6B13F-HR
Q1 2025Mar 31, 2025May 12, 202542d3$8.0B13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d3$7.8B13F-HR
Q3 2024Sep 30, 2024Nov 7, 202438d3$8.8B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d3$8.4B13F-HR
Q1 2024Mar 31, 2024May 10, 202440d2$8.2B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d2$7.6B13F-HR
Q3 2023Sep 30, 2023Nov 9, 202340d2$6.5B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202341d2$6.3B13F-HR
Q1 2023Mar 31, 2023May 10, 202340d2$6.7B13F-HR
Q4 2022Dec 31, 2022Feb 10, 202341d2$7.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 202241d2$6.5B13F-HR
Q2 2022Jun 30, 2022Aug 10, 202241d2$6.8B13F-HR
Q1 2022Mar 31, 2022May 10, 202240d2$7.4B13F-HR
Q4 2021Dec 31, 2021Feb 10, 202241d2$6.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 202141d2$6.1B13F-HR
Q2 2021Jun 30, 2021Aug 10, 202141d2$5.9B13F-HR
Q1 2021Mar 31, 2021May 10, 202140d2$5.7B13F-HR
Q4 2020Dec 31, 2020Feb 10, 202141d2$4.7B13F-HR
Q3 2020Sep 30, 2020Nov 10, 202041d2$4.6B13F-HR
Q2 2020Jun 30, 2020Aug 10, 202041d3$5.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.