London Co Of Virginia
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$16.23B
Q ending 2026-03-31
Prior quarter
$17.33B
Q ending 2025-12-31
Change
-6.4% QoQ · -7.5% YoY
Positions
167
reported holdings
Largest positions
Top 100 of 167 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $576.1M | 2.3M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $518.6M | 1.1M |
| Corning Inc | GLW | Shares | $516.1M | 3.8M |
| Norfolk Southn Corp | NSC | Shares | $488.0M | 1.7M |
| Dominion Energy Inc | D | Shares | $429.2M | 6.9M |
| Johnson & Johnson | JNJ | Shares | $392.2M | 1.6M |
| Chevron Corporation | CVX | Shares | $391.5M | 1.9M |
| Air Products And Chemicals I | APD | Shares | $382.5M | 1.3M |
| Blackrock Inc | BLK | Shares | $380.5M | 396K |
| Aercap Holdings Nv | Shares | $349.0M | 2.5M | |
| Entegris Inc | ENTG | Shares | $346.5M | 3.0M |
| Texas Instrs Inc | TXN | Shares | $339.0M | 1.7M |
| Schwab Charles Corp | SCHW | Shares | $335.4M | 3.6M |
| Philip Morris Intl Inc | PM | Shares | $334.0M | 2.0M |
| Progressive Corp | PGR | Shares | $316.0M | 1.6M |
| Te Connectivity Plc | Shares | $311.4M | 1.5M | |
| Cincinnati Finl Corp | CINF | Shares | $297.0M | 1.9M |
| Newmarket Corp | NEU | Shares | $295.5M | 461K |
| Lowes Cos Inc | LOW | Shares | $292.9M | 1.2M |
| Armstrong World Inds Inc New | AWI | Shares | $284.0M | 1.7M |
| Cummins Inc | CMI | Shares | $273.8M | 509K |
| Dollar Tree Inc | DLTR | Shares | $251.9M | 2.3M |
| Chubb Ltd Switz | Shares | $248.6M | 763K | |
| Cisco Sys Inc | CSCO | Shares | $246.5M | 3.2M |
| Northrop Grumman Corp | NOC | Shares | $243.3M | 357K |
| Altria Group Inc | MO | Shares | $237.1M | 3.6M |
| Microsoft Corp | MSFT | Shares | $236.5M | 639K |
| Keysight Technologies Inc | KEYS | Shares | $235.2M | 833K |
| Somnigroup International Inc | SGI | Shares | $234.9M | 3.2M |
| Churchill Downs Inc | CHDN | Shares | $233.0M | 2.6M |
| Allison Transmission Hldgs I | ALSN | Shares | $223.0M | 1.9M |
| Fastenal Co | FAST | Shares | $217.8M | 4.7M |
| Alphabet Inc | GOOG | Shares | $214.4M | 747K |
| Starbucks Corp | SBUX | Shares | $203.2M | 2.3M |
| Unifirst Corp Mass | UNF | Shares | $195.1M | 775K |
| Old Dominion Freight Line In | ODFL | Shares | $188.5M | 965K |
| M & T Bk Corp | MTB | Shares | $182.5M | 883K |
| Moelis & Co | MC | Shares | $165.5M | 2.9M |
| Cooper Cos Inc | COO | Shares | $160.0M | 2.2M |
| Vulcan Matls Co | VMC | Shares | $159.3M | 585K |
| Ally Finl Inc | ALLY | Shares | $153.2M | 3.9M |
| Steris Plc | Shares | $148.3M | 671K | |
| Restaurant Brands Intl Inc | QSR | Shares | $148.0M | 2.0M |
| Post Hldgs Inc | POST | Shares | $146.0M | 1.5M |
| Unitedhealth Group Inc | UNH | Shares | $141.8M | 524K |
| Cbre Group Inc | CBRE | Shares | $134.8M | 995K |
| Ball Corp | BALL | Shares | $134.6M | 2.3M |
| Lennox Intl Inc | LII | Shares | $131.8M | 284K |
| Dominos Pizza Inc | DPZ | Shares | $129.3M | 360K |
| White Mtns Ins Group Ltd | Shares | $125.5M | 57K | |
| Paychex Inc | PAYX | Shares | $124.7M | 1.4M |
| Martin Marietta Matls Inc | MLM | Shares | $111.6M | 190K |
| Waters Corp | WAT | Shares | $105.8M | 355K |
| Aptargroup Inc | ATR | Shares | $104.4M | 829K |
| Fidelity Natl Information Sv | FIS | Shares | $101.5M | 2.2M |
| Crown Castle Inc | CCI | Shares | $98.3M | 1.2M |
| Bruker Corp | BRKR | Shares | $93.3M | 2.6M |
| Copart Inc | CPRT | Shares | $90.7M | 2.7M |
| Otis Worldwide Corp | OTIS | Shares | $86.5M | 1.1M |
| Avantor Inc | AVTR | Shares | $85.1M | 10.9M |
| Lamb Weston Hldgs Inc | LW | Shares | $83.2M | 2.0M |
| Murphy Usa Inc | MUSA | Shares | $82.8M | 168K |
| Visa Inc | V | Shares | $80.9M | 268K |
| Pool Corp | POOL | Shares | $80.3M | 397K |
| Republic Svcs Inc | RSG | Shares | $79.0M | 361K |
| Aci Worldwide Inc | ACIW | Shares | $68.9M | 1.7M |
| Fedex Corp | FDX | Shares | $68.1M | 191K |
| Oreilly Automotive Inc | ORLY | Shares | $66.9M | 725K |
| Hanover Ins Group Inc | THG | Shares | $66.2M | 382K |
| Ccc Intelligent Solutions Hl | CCC | Shares | $52.4M | 8.7M |
| Marzetti Company | MZTI | Shares | $49.9M | 360K |
| First Indl Rlty Tr Inc | FR | Shares | $48.6M | 840K |
| Casella Waste Sys Inc | CWST | Shares | $42.3M | 533K |
| Deckers Outdoor Corp | DECK | Shares | $41.8M | 418K |
| Qualys Inc | QLYS | Shares | $41.0M | 466K |
| Matson Inc | MATX | Shares | $40.0M | 244K |
| Church & Dwight Co Inc | CHD | Shares | $38.3M | 410K |
| Acushnet Hldgs Corp | GOLF | Shares | $38.1M | 408K |
| Element Solutions Inc | ESI | Shares | $35.9M | 1.1M |
| Landstar Sys Inc | LSTR | Shares | $35.7M | 223K |
| Credit Accep Corp Mich | CACC | Shares | $33.8M | 80K |
| Toro Co | TTC | Shares | $32.8M | 351K |
| Henry Jack & Assoc Inc | JKHY | Shares | $32.3M | 205K |
| Gates Indl Corp Plc | Shares | $30.9M | 1.4M | |
| Saia Inc | SAIA | Shares | $30.5M | 87K |
| Essential Pptys Rlty Tr Inc | EPRT | Shares | $29.9M | 983K |
| Vontier Corporation | VNT | Shares | $29.3M | 827K |
| Atlantic Un Bankshares Corp | AUB | Shares | $29.3M | 820K |
| Zebra Technologies Corporati | ZBRA | Shares | $28.9M | 138K |
| Pricesmart Inc | PSMT | Shares | $27.6M | 183K |
| Nvidia Corporation | NVDA | Shares | $27.4M | 157K |
| Hawkins Inc | HWKN | Shares | $26.8M | 174K |
| Cts Corp | CTS | Shares | $25.6M | 536K |
| Graham Hldgs Co | GHC | Shares | $25.5M | 24K |
| Ishares Tr | IVV | Shares | $24.1M | 37K |
| Revolve Group Inc | RVLV | Shares | $23.2M | 1.0M |
| Atkore Inc | ATKR | Shares | $22.2M | 378K |
| Eli Lilly & Co | LLY | Shares | $21.6M | 23K |
| Eplus Inc | PLUS | Shares | $20.3M | 270K |
| Haemonetics Corp Mass | HAE | Shares | $19.9M | 353K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.