Arkolith/Funds/Longview Asset Management, LLC

Longview Asset Management, LLC

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

Longview Asset Management, LLC holds a concentrated book of 3 stocks worth $9.6B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they trimmed GENERAL DYNAMICS CORP. Their largest long position is GENERAL DYNAMICS CORP at 97% of the equity book.

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Use Arkolith to show LONGVIEW ASSET MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
1
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

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

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

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
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, no cost basis

Bought

No buys this quarter.

Trimmed / exited
  • GENERAL DYNAMICS CORP
    ▼~0%$174K

Holdings: largest first

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

3 positions
#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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 20263$9.6B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20263$9.4B13F-HR
Q3 2025Sep 30, 2025Nov 10, 20253$9.7B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20253$8.6B13F-HR
Q1 2025Mar 31, 2025May 12, 20253$8.0B13F-HR
Q4 2024Dec 31, 2024Feb 10, 20253$7.8B13F-HR
Q3 2024Sep 30, 2024Nov 7, 20243$8.8B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20243$8.4B13F-HR
Q1 2024Mar 31, 2024May 10, 20242$8.2B13F-HR
Q4 2023Dec 31, 2023Feb 12, 20242$7.6B13F-HR
Q3 2023Sep 30, 2023Nov 9, 20232$6.5B13F-HR
Q2 2023Jun 30, 2023Aug 10, 20232$6.3B13F-HR
Q1 2023Mar 31, 2023May 10, 20232$6.7B13F-HR
Q4 2022Dec 31, 2022Feb 10, 20232$7.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 20222$6.5B13F-HR
Q2 2022Jun 30, 2022Aug 10, 20222$6.8B13F-HR
Q1 2022Mar 31, 2022May 10, 20222$7.4B13F-HR
Q4 2021Dec 31, 2021Feb 10, 20222$6.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 20212$6.1B13F-HR
Q2 2021Jun 30, 2021Aug 10, 20212$5.9B13F-HR
Q1 2021Mar 31, 2021May 10, 20212$5.7B13F-HR
Q4 2020Dec 31, 2020Feb 10, 20212$4.7B13F-HR
Q3 2020Sep 30, 2020Nov 10, 20202$4.6B13F-HR
Q2 2020Jun 30, 2020Aug 10, 20203$5.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.