LONGVIEW ASSET MANAGEMENT, LLC
RIA/Wealth
LONGVIEW ASSET MANAGEMENT, LLC is a RIA/Wealth based in Santa Fe, NM led by Maria Eugenia Pelaez, managing $9.7B across 3 long positions as of Q3 2025 with 100% Industrials concentration, with only 3 positions, and 96% allocation to GD.
PartnerMaria Eugenia Pelaez
- Portfolio Value
- $9.7B
- Positions
- 3
- Top Holding
- GD at 96.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LONGVIEW ASSET MANAGEMENT, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Aerospace & Defense Industrials | $9.3B | 96.01% | -$247.9M Sold | 10.15% 27.3M shares | |
Agricultural - Machinery Industrials | $259.4M | 2.67% | -$540.8K Sold | 11.22% 1.4M shares | |
Industrial - Pollution & Treatment Controls Industrials | $127.8M | 1.32% | — | 5.40% 9.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LONGVIEW ASSET MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-2.59% | |
-0.21% |
Analytics
Portfolio insights and performance metrics for LONGVIEW ASSET MANAGEMENT, LLC
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