LONGVIEW ASSET MANAGEMENT, LLC
•CIK: 1086477•Filing: Q4 2025
Longview Asset Management, LLC, led by the renowned value investor Warren Buffett, maintains a concentrated portfolio with 96.7% of assets in General Dynamics, reflecting a strong conviction in the defense sector. Recently, the fund cut its position in Parker-Hannifin by 35%, signaling a strategic shift or reassessment of its growth prospects.
Total AUM
$9.4B
QoQ Performance
-2.9%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GD
GD96.7%
ALG2.4%
PCT0.9%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
GD
GENERAL DYNAMICS CORP
-0.9%
96.7% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023