LONGVIEW ASSET MANAGEMENT, LLC (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $9,562,474,071 · 3 positions · top-10 100.0%
· SEC filing history →
13FScore 68/100 — cloning their disclosed top holdings over ~4.6y returned +13%/yr vs S&P +11%/yr (alpha +3%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $GD · GENERAL DYNAMICS CORP | 97.1% | Defense, aerospace (Gulfstream) and submarines |
| $ALG · ALAMO GROUP INC | 2.3% | Agricultural and infrastructure mowing equipment |
| $PCT · PURECYCLE TECHNOLOGIES INC | 0.5% | Plastic (polypropylene) recycling technology |