LONGVIEW ASSET MANAGEMENT, LLC Portfolio Holdings
Q3 2025•3 long positions•$9.7B portfolio value
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Holding3 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aerospace & Defense Industrials | $9.3B 96.01% | -$247.9M Sold | 10.15% 27.3M shares | 28.0M → 27.3M −$247.9M | -2.59% | $91.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural - Machinery Industrials | $259.4M 2.67% | -$540.8K Sold | 11.22% 1.4M shares | 1.4M → 1.4M −$540.8K | -0.21% | $2.3B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Pollution & Treatment Controls Industrials | $127.8M 1.32% | — | 5.4% 9.7M shares | — | — | $2.4B Mid Cap | Q2 2024 Held for 1y 5m |
