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General Dynamics Corporation

GD Industrials
$342.89 +$4.18 (1.23%)
Market Cap: $92.59 B
Gurus Holding
13
Popularity Rank
#192
% of Shares Held
1.34%
Net Activity (Q1 2026)
+$16.59 M

Guru Ownership Trend

Guru Analysis for General Dynamics Corporation (GD)

General Dynamics Corporation (GD), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.

Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $16.59 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, First Eagle Investment reduced exposure by 98.7%.

Key Holders

Top 5 by Value

$763.51 M
$142.67 M
$134.2 M
$63.44 M
$48.06 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$109.28 M
Total Buy Value
New Buys 2
Additions 4
-$92.69 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for General Dynamics Corporation (GD)

Major holders include Cliff Asness ($763.51 M), HOTCHKIS & WILEY ($142.67 M), Tom Gayner ($134.2 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 3.62 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.59 M, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited GD. The total reported sell value was $92.69 M.

Yes, 2 managers opened new positions in GD, and 4 increased their existing holdings. The total reported buy value was $109.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.35% Add 7.8% 2,224,552 $763.51 M Q1 2026
0.44% Reduce -0.5% 415,682 $142.67 M Q1 2026
1.12% 391,000 $134.2 M Q1 2026
0.08% Add 21.6% 184,840 $63.44 M Q1 2026
0.15% Reduce -4.3% 140,023 $48.06 M Q1 2026
0.12% Reduce -63.4% 107,467 $36.88 M Q1 2026
0.06% New Buy 91,731 $31.48 M Q1 2026
0.02% New Buy 30,180 $10.36 M Q1 2026
1.54% Reduce -6.8% 20,500 $7.04 M Q1 2026
0.00% Add 25.2% 10,370 $3.56 M Q1 2026
0.05% 952 $326,745 Q1 2026
0.00% Reduce -98.7% 97 $33,292 Q1 2026
0.00% Add 52.5% 61 $20,936 Q1 2026
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