In its 13F filing, James A. Star’s Longview Asset Management disclosed an equity portfolio of about $4.9 billion as of the end of the third quarter of 2014. That signaled an increase from an equity portfolio of about $4.5 billion at the end of the second quarter of 2014. The fund has General Dynamics Corporation (NYSE:GD), PetSmart, Inc. (NASDAQ:PETM) and Alamo Group, Inc. (NYSE:ALG) in its equity holdings.
General Dynamics Corporation (NYSE:GD) is the largest equity position in the portfolio of Longview Asset Management. The fund held about 33 million shares with a value of $4.2 billion in the stock at the end of the third quarter. Longview Asset Management’s equity holding in General Dynamics Corporation (NYSE:GD) increased slightly from the previous filing.
Apart from Longview Asset Management, General Dynamics Corporation (NYSE:GD) is also in the portfolio of Abrams Bison Investments, which is managed by Gavin M. Abrams. The stock is also held by Louise Navellier’s Navellier & Associates.
Insider activity was last week noted in General Dynamics Corporation (NYSE:GD). Daniel S. Johnson, a VP of the company, offloaded 27,954 shares of the company at an average price of $140.60. The insider retained 62,178 shares after the transaction.
The second largest pick is PetSmart, Inc. (NASDAQ:PETM) in which Longview Asset Management holds about 8.9 million shares with an estimated value of $626 million. Longview Asset Management’s equity holding in PetSmart, Inc. (NASDAQ:PETM) also edged up slightly from the previous quarter.
PetSmart, Inc. (NASDAQ:PETM) is a North American provider of pet products and services. The company boasts $7.2 billion in market value.
Closing the list of the top picks for Longview Asset Management is Alamo Group, Inc. (NYSE:ALG). The fund revealed holding about 1.7 million shares in the stock, which have an estimated value of $70 million. Longview Asset Management did not increase or decrease its equity position in Alamo Group, Inc. (NYSE:ALG) between the second and the third quarter, according to its 13F filings. Alamo Group, Inc. (NYSE:ALG) manufactures equipment for agriculture and related machinery.
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