LONGVIEW ASSET MANAGEMENT, LLC

CHICAGO, IL · CIK 1086477 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$9.9bn reported value +3.4% vs Q1 2026

4positions

100.0%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

This manager withheld holdings under SEC confidential treatment in both Q2 2026 and Q1 2026, so new and sold-out positions can't be determined.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	GENERAL DYNAMICS CORP COM GD	GD	27,060,944	$9.6bn96.91%	96.91%	Unchanged
2	ALAMO GROUP INC COM ALG	ALG	1,358,967	$223.5m2.26%	2.26%	Unchanged
3	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	9,716,394	$78.8m0.80%	0.80%	Unchanged
4	PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 PCTTW	PCTTW	1,071,428	$3.1m0.03%	0.03%	Not comparable

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
GENERAL DYNAMICS CORP GD · 13D · filed 2026-10-06	GD	9.0%≈ $8.6bn	-1.0 pts	13D	2026-10-06
PURECYCLE TECHNOLOGIES INC PCT · 13D · filed 2025-07-08	PCT	6.2%≈ $90.4m	new	13D	2025-07-08