LONGVIEW ASSET MANAGEMENT, LLC

Portfolio Overview

LONGVIEW ASSET MANAGEMENT, LLC has reported a drastic restructuring of its portfolio for the period ending September 30, 2025. The total portfolio value has collapsed by approximately 98.5%, plummeting from $8.61 billion in the previous quarter to just $127.77 million. This reduction is not due to market depreciation but rather a near-total liquidation of assets. The firm has shifted from a diversified, multi-billion dollar portfolio to an extremely concentrated "single-s...