SEC 13F Intelligence

Managers / Q1 2022 · view latest →

LONGVIEW ASSET MANAGEMENT, LLC

CIK 0001086477 · 222 N LASALLE STREET, SUITE 700, CHICAGO, IL, 60601 · 3122366300

Reported Value
$7.4B
Q1 2022
Positions
2
Filings on Record
30
2019–present window
Filed
May 10, 2022
original filing

Summary

Longview Asset Management, LLC reported $7.4B in U.S.-listed holdings across 2 positions for Q1 2022.

The portfolio is heavily concentrated: GD alone accounts for 97.4% of reported value.

The book was largely unchanged from Q4 2021.

Portfolio Metrics

Turnover
+0.1%
vs prior filed quarter
Largest Position
+97.4%
General Dynamics

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.4BQ4 ’18Q1 ’19: $5.9BQ2 ’19: $6.3BQ3 ’19: $6.4BQ4 ’19: $6.1BQ4 ’19Q1 ’20: $4.5BQ2 ’20: $5.0BQ3 ’20: $4.6BQ4 ’20: $4.7BQ4 ’20Q1 ’21: $5.7BQ2 ’21: $5.9BQ3 ’21: $6.1BQ4 ’21: $6.5BQ4 ’21Q1 ’22: $7.4BQ2 ’22: $6.8BQ3 ’22: $6.5BQ4 ’22: $7.2BQ4 ’22Q1 ’23: $6.7BQ2 ’23: $6.3BQ3 ’23: $6.5BQ4 ’23: $7.6BQ4 ’23Q1 ’24: $8.2BQ2 ’24: $8.4BQ3 ’24: $8.8BQ4 ’24: $7.8BQ4 ’24Q1 ’25: $8.0BQ2 ’25: $8.6BQ3 ’25: $9.7BQ4 ’25: $9.4BQ4 ’25Q1 ’26: $9.6Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $7.4B

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GDGENERAL DYNAMICS CORPHELD+44530.04M+$983M$7.2B
ALGALAMO GROUP INCHELD+01.36M−$5M$196M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

2 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1GDGENERAL DYNAMICS CORPhistory →COM97.37%$7.2B30.04M
2ALGALAMO GROUP INChistory →COM2.63%$196M1.36M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.6B3May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.4B3Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$9.7B3Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$8.6B3Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$8.0B3May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.8B3Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$8.8B3Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$8.4B3Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$8.2B2May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.6B2Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.5B2Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$6.3B2Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$6.7B2May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$7.2B2Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$6.5B2Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$6.8B2Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$7.4B2May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.5B2Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.1B2Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.9B2Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.7B2May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.7B2Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.6B2Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$5.0B3Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$4.5B3May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$6.1B3Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$6.4B3Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$6.3B3Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$5.9B3May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.4B3Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.