13F Insight
DOSSIER · 13F-HR · Q4 2025

LongView Asset Management LLC

LongView Asset's holding co. based in London, UK — $143M in tracked AUM across 51 positions as of Q4 2025.

LA
LongView Asset·London, UK·Holding Co.
CIK 0002053960 · last filed Dec 31, 2025
Total AUM
$143M
▲ 3.8%
vs prior
Holdings
51
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
45% weight
concentration
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of LongView Asset Management LLC (SEC 13F)
Portfolio Overview

LongView Asset Management LLC manages a concentrated portfolio with a total value of approximately $121.24 million as of September 30, 2025. The portfolio experienced a contraction of 8.4% (decreasing from $132.31 million in the previous quarter), a decline attributable to a combination of market performance and significant asset reallocation. The firm holds 35 positions, indicating a preferenc...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
DFSU
DIMENSIONAL ETF TRUST
$31M708K21.4%
02
DFSI
DIMENSIONAL ETF TRUST
$18M424K12.7%
03
DFSE
DIMENSIONAL ETF TRUST
$12M294K8.5%
04
ARB
ALTSHARES TRUST
$10M356K7.2%
05
CVIE
MORGAN STANLEY ETF TRUST
$10M135K6.7%
06
CVLC
MORGAN STANLEY ETF TRUST
$8M95K5.6%
07
CVMC
MORGAN STANLEY ETF TRUST
$6M101K4.5%
08
AVSD
AMERICAN CENTY ETF TR
$4M55K2.9%
09
NUSC
NUSHARES ETF TR
$4M91K2.8%
10
EMTL
SSGA ACTIVE TR
$4M84K2.5%

Filing history

Filing history loading…