LA
Longview Asset Management, LLC
13F filer · CIK 0001086477Reported Aug 14, 2026
13F portfolio value$9.89BU.S. long equity reported on 13F
Positions4Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20264 positions | |||||
| $9.59B | 96.91% | 10.01% | Not reported | Q2 2013 | |
| $224M | 2.26% | 11.22% | Not reported | Q2 2013 | |
| $78.8M | 0.80% | 4.84% | Not reported | Q2 2024 | |
| $3.06M | 0.03% | Not reported | New | Q2 2026 | |
| Q1 2026Reported May 11, 20263 positions | |||||
| $9.29B | 97.13% | 10.01% | 0.0% | Q2 2013 | |
| $224M | 2.34% | 11.23% | Not reported | Q2 2013 | |
| $50.4M | 0.53% | 5.37% | Not reported | Q2 2024 | |
| Q4 2025Reported Feb 10, 20263 positions | |||||
| $9.11B | 96.69% | 10.01% | -0.9% | Q2 2013 | |
| $228M | 2.42% | 11.26% | Not reported | Q2 2013 | |
| $83.5M | 0.89% | 5.39% | Not reported | Q2 2024 | |
| Q3 2025Reported Nov 10, 20253 positions | |||||
| $9.31B | 96.01% | 10.11% | -2.6% | Q2 2013 | |
| $259M | 2.67% | 11.26% | -0.2% | Q2 2013 | |
| $128M | 1.32% | 5.39% | Not reported | Q2 2024 | |
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