LONGVIEW ASSET MANAGEMENT, LLC

Key Holdings

The portfolio is currently entirely composed of PureCycle Technologies Inc. (PCT), representing 100% of the total assets with a value of $127.77 million. The position consists of 9.72 million shares. This absolute concentration indicates that the firm’s performance is now entirely tethered to the specific price action and business fundamentals of this single entity. Unlike the previous quarter, where the firm held large-cap positions, the current holding is significantly smaller in market capitalization, suggesting a pivot in strategy from blue-chip stability to a more specialized, high-conviction turnaround or growth play.