AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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