London Company
Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.B, BLK, FIS, APD, and represent 14.76% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$503M), BRKR (+$108M), BALL (+$64M), IWD (+$52M), TEL (+$49M), CACC (+$48M), CCCS (+$39M), D (+$32M), IVV (+$32M), ESI (+$30M).
- Started 7 new stock positions in VAC, CCCS, IWR, BLK, IJR, CACC, ESI.
- Reduced shares in these 10 stocks: , HAS (-$149M), KMX (-$62M), MLM (-$44M), JNJ (-$37M), AAPL (-$31M), BRK.B (-$30M), DECK (-$28M), PFE (-$25M), APD (-$24M).
- Sold out of its positions in ALB, BUD, BlackRock, CSAN, HAS, INVX, PRGO.
- London Co Of Virginia was a net seller of stock by $-394M.
- London Co Of Virginia has $18B in assets under management (AUM), dropping by -3.62%.
- Central Index Key (CIK): 0001259887
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Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 169 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $670M | -4% | 2.7M | 250.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $571M | -5% | 1.3M | 453.28 |
|
| Blackrock (BLK) | 2.7 | $503M | NEW | 491k | 1025.11 |
|
| Fidelity National Information Services (FIS) | 2.7 | $493M | -4% | 6.1M | 80.77 |
|
| Air Products & Chemicals (APD) | 2.5 | $465M | -4% | 1.6M | 290.04 |
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| Progressive Corporation (PGR) | 2.5 | $449M | -4% | 1.9M | 239.61 |
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| Armstrong World Industries (AWI) | 2.2 | $396M | 2.8M | 141.33 |
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| Texas Instruments Incorporated (TXN) | 2.1 | $390M | -5% | 2.1M | 187.51 |
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| Norfolk Southern (NSC) | 2.1 | $384M | -5% | 1.6M | 234.70 |
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| Lowe's Companies (LOW) | 2.0 | $361M | -4% | 1.5M | 246.80 |
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| Cincinnati Financial Corporation (CINF) | 1.9 | $341M | -3% | 2.4M | 143.70 |
|
| Charles Schwab Corporation (SCHW) | 1.8 | $338M | -4% | 4.6M | 74.01 |
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| Aercap Holdings Nv SHS (AER) | 1.8 | $337M | 3.5M | 95.70 |
|
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| Philip Morris International (PM) | 1.8 | $335M | -5% | 2.8M | 120.35 |
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| Microsoft Corporation (MSFT) | 1.7 | $317M | -5% | 752k | 421.50 |
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| NewMarket Corporation (NEU) | 1.7 | $310M | 587k | 528.35 |
|
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| Entegris (ENTG) | 1.6 | $300M | 3.0M | 99.06 |
|
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| Churchill Downs (CHDN) | 1.6 | $298M | 2.2M | 133.54 |
|
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| Allison Transmission Hldngs I (ALSN) | 1.5 | $276M | 2.6M | 108.06 |
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| Crown Castle Intl (CCI) | 1.5 | $273M | -7% | 3.0M | 90.76 |
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| Starbucks Corporation (SBUX) | 1.5 | $272M | -6% | 3.0M | 91.25 |
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| Moelis & Co Cl A (MC) | 1.5 | $271M | 3.7M | 73.88 |
|
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| Post Holdings Inc Common (POST) | 1.5 | $268M | 2.3M | 114.46 |
|
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| Johnson & Johnson (JNJ) | 1.5 | $267M | -12% | 1.8M | 144.62 |
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| Bruker Corporation (BRKR) | 1.3 | $246M | +78% | 4.2M | 58.62 |
|
| Tempur-Pedic International (TPX) | 1.3 | $245M | 4.3M | 56.69 |
|
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| Te Connectivity Ord Shs (TEL) | 1.3 | $244M | +25% | 1.7M | 142.97 |
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| Chevron Corporation (CVX) | 1.3 | $243M | -6% | 1.7M | 144.84 |
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| Lennox International (LII) | 1.3 | $235M | 385k | 609.30 |
|
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| Cbre Group Cl A (CBRE) | 1.3 | $232M | 1.8M | 131.29 |
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| Paychex (PAYX) | 1.3 | $231M | -5% | 1.6M | 140.22 |
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| Waters Corporation (WAT) | 1.2 | $229M | 616k | 370.98 |
|
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| Cisco Systems (CSCO) | 1.2 | $225M | -5% | 3.8M | 59.20 |
|
| M&T Bank Corporation (MTB) | 1.2 | $223M | 1.2M | 188.01 |
|
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| Altria (MO) | 1.2 | $222M | -6% | 4.2M | 52.29 |
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| Amphenol Corp Cl A (APH) | 1.2 | $221M | 3.2M | 69.45 |
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| Merck & Co (MRK) | 1.2 | $216M | -6% | 2.2M | 99.48 |
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| Copart (CPRT) | 1.2 | $211M | 3.7M | 57.39 |
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| Otis Worldwide Corp (OTIS) | 1.1 | $208M | 2.2M | 92.61 |
|
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| Vulcan Materials Company (VMC) | 1.1 | $202M | 786k | 257.23 |
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| Fastenal Company (FAST) | 1.1 | $202M | -5% | 2.8M | 71.91 |
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| Dominion Resources (D) | 1.1 | $199M | +19% | 3.7M | 53.86 |
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| Northrop Grumman Corporation (NOC) | 1.1 | $199M | -5% | 423k | 469.29 |
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| Old Dominion Freight Line (ODFL) | 1.0 | $190M | 1.1M | 176.40 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $185M | -2% | 973k | 190.44 |
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| Steris Shs Usd (STE) | 1.0 | $185M | 900k | 205.56 |
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| Pool Corporation (POOL) | 1.0 | $183M | 536k | 340.94 |
|
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| Lamb Weston Hldgs (LW) | 1.0 | $180M | 2.7M | 66.83 |
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| Keysight Technologies (KEYS) | 1.0 | $179M | 1.1M | 160.63 |
|
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| Aptar (ATR) | 1.0 | $174M | 1.1M | 157.10 |
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| Ball Corporation (BALL) | 0.9 | $168M | +61% | 3.1M | 55.13 |
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| UniFirst Corporation (UNF) | 0.9 | $168M | 980k | 171.09 |
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| Skyworks Solutions (SWKS) | 0.9 | $159M | 1.8M | 88.68 |
|
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| United Parcel Service CL B (UPS) | 0.8 | $155M | -8% | 1.2M | 126.10 |
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| Dollar Tree (DLTR) | 0.8 | $147M | -2% | 2.0M | 74.94 |
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| Diageo Spon Adr New (DEO) | 0.8 | $143M | -10% | 1.1M | 127.13 |
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| White Mountains Insurance Gp (WTM) | 0.7 | $135M | 69k | 1945.05 |
|
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| Comcast Corp Cl A (CMCSA) | 0.6 | $115M | -9% | 3.1M | 37.53 |
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| Murphy Usa (MUSA) | 0.6 | $103M | 206k | 501.75 |
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| Bellring Brands Common Stock (BRBR) | 0.5 | $100M | 1.3M | 75.34 |
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| Visa Com Cl A (V) | 0.5 | $99M | -2% | 312k | 316.04 |
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| Martin Marietta Materials (MLM) | 0.5 | $98M | -30% | 189k | 516.50 |
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| Home Depot (HD) | 0.5 | $86M | -2% | 221k | 388.99 |
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| Fiserv (FI) | 0.4 | $82M | -3% | 398k | 205.42 |
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| Lancaster Colony (LANC) | 0.4 | $78M | +2% | 451k | 173.14 |
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| Hanover Insurance (THG) | 0.4 | $73M | 470k | 154.66 |
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| Deckers Outdoor Corporation (DECK) | 0.4 | $70M | -28% | 346k | 203.09 |
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| Casella Waste Sys Cl A (CWST) | 0.4 | $69M | 652k | 105.81 |
|
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| Republic Services (RSG) | 0.4 | $68M | -2% | 340k | 201.18 |
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| Chubb (CB) | 0.4 | $66M | -2% | 240k | 276.30 |
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| Qualys (QLYS) | 0.4 | $65M | +2% | 464k | 140.22 |
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| O'reilly Automotive (ORLY) | 0.3 | $64M | -2% | 54k | 1185.80 |
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| FedEx Corporation (FDX) | 0.3 | $64M | -2% | 227k | 281.33 |
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| Broadridge Financial Solutions (BR) | 0.3 | $56M | 249k | 226.09 |
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| Brown Forman Corp CL B (BF.B) | 0.3 | $55M | 1.5M | 37.98 |
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|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $54M | +2478% | 290k | 185.13 |
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| Church & Dwight (CHD) | 0.3 | $51M | -2% | 484k | 104.71 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $51M | 131k | 386.22 |
|
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| First Industrial Realty Trust (FR) | 0.3 | $49M | 974k | 50.13 |
|
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| Credit Acceptance (CACC) | 0.3 | $48M | NEW | 103k | 469.46 |
|
| ACI Worldwide (ACIW) | 0.3 | $47M | 913k | 51.91 |
|
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| Axalta Coating Sys (AXTA) | 0.3 | $47M | 1.4M | 34.22 |
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| Jack Henry & Associates (JKHY) | 0.3 | $46M | 264k | 175.30 |
|
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| Landstar System (LSTR) | 0.2 | $43M | 248k | 171.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $41M | +316% | 70k | 588.68 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $39M | NEW | 3.3M | 11.73 |
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| Revolve Group Cl A (RVLV) | 0.2 | $39M | 1.2M | 33.49 |
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| Matson (MATX) | 0.2 | $37M | 274k | 134.84 |
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| Atlantic Union B (AUB) | 0.2 | $35M | 923k | 37.88 |
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| Essential Properties Realty reit (EPRT) | 0.2 | $35M | 1.1M | 31.28 |
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| Vontier Corporation (VNT) | 0.2 | $34M | 933k | 36.47 |
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| Toro Company (TTC) | 0.2 | $33M | -2% | 414k | 80.10 |
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| Cannae Holdings (CNNE) | 0.2 | $33M | 1.7M | 19.86 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $33M | 460k | 71.08 |
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| CTS Corporation (CTS) | 0.2 | $32M | 608k | 52.73 |
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| Gates Indl Corp Ord Shs (GTES) | 0.2 | $32M | 1.5M | 20.57 |
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| Element Solutions (ESI) | 0.2 | $30M | NEW | 1.2M | 25.43 |
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| Trex Company (TREX) | 0.2 | $29M | 424k | 69.03 |
|
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| Cable One (CABO) | 0.2 | $28M | -4% | 78k | 362.12 |
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| Reynolds Consumer Prods (REYN) | 0.2 | $28M | -3% | 1.0M | 26.99 |
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| Vail Resorts (MTN) | 0.1 | $27M | -7% | 142k | 187.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $26M | +172% | 413k | 62.31 |
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| Corning Incorporated (GLW) | 0.1 | $26M | 538k | 47.52 |
|
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $24M | 27k | 871.91 |
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| ePlus (PLUS) | 0.1 | $22M | 302k | 73.88 |
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| Haemonetics Corporation (HAE) | 0.1 | $22M | +2% | 282k | 78.08 |
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| NVIDIA Corporation (NVDA) | 0.1 | $21M | 159k | 134.29 |
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| Colfax Corp (ENOV) | 0.1 | $21M | +8% | 469k | 43.88 |
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| PriceSmart (PSMT) | 0.1 | $19M | 208k | 92.17 |
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| Eli Lilly & Co. (LLY) | 0.1 | $18M | 24k | 772.00 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $18M | 706k | 25.73 |
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| DV (DV) | 0.1 | $18M | +10% | 943k | 19.21 |
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| Alexander & Baldwin (ALEX) | 0.1 | $16M | 888k | 17.74 |
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| Ingevity (NGVT) | 0.1 | $15M | 379k | 40.75 |
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| Certara Ord (CERT) | 0.1 | $15M | 1.4M | 10.65 |
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| Marten Transport (MRTN) | 0.1 | $14M | -13% | 862k | 15.61 |
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| CarMax (KMX) | 0.1 | $13M | -82% | 162k | 81.76 |
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| Coca-Cola Company (KO) | 0.1 | $11M | 179k | 62.26 |
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| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $11M | 164k | 68.06 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $10M | +1500% | 31k | 322.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.8M | -3% | 44k | 220.96 |
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| Nike CL B (NKE) | 0.0 | $8.5M | 112k | 75.67 |
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| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $7.3M | 643k | 11.29 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $6.8M | 10.00 | 680920.00 |
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| Deere & Company (DE) | 0.0 | $6.3M | 15k | 423.70 |
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| Target Corporation (TGT) | 0.0 | $4.3M | -11% | 32k | 135.18 |
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| CSX Corporation (CSX) | 0.0 | $3.4M | 106k | 32.27 |
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| Penske Automotive (PAG) | 0.0 | $3.4M | 22k | 152.44 |
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| Pfizer (PFE) | 0.0 | $2.9M | -89% | 110k | 26.53 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.7M | -6% | 48k | 56.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.6M | +249% | 4.5k | 586.09 |
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| Tredegar Corporation (TG) | 0.0 | $2.3M | -3% | 305k | 7.68 |
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| GATX Corporation (GATX) | 0.0 | $1.9M | 12k | 154.96 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.8M | 17k | 107.74 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.7M | 25k | 70.24 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 916.27 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | 26k | 59.73 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.5M | 14k | 107.57 |
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| Netflix (NFLX) | 0.0 | $1.4M | 1.6k | 891.32 |
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| Amazon (AMZN) | 0.0 | $1.4M | 6.4k | 219.39 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 339.93 |
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| Paccar (PCAR) | 0.0 | $1.2M | 12k | 104.02 |
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| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 169.35 |
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| Markel Corporation (MKL) | 0.0 | $1.0M | 607.00 | 1726.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $915k | 2.6k | 351.79 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $887k | NEW | 10k | 88.40 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $741k | 2.3k | 326.51 |
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| Udr (UDR) | 0.0 | $733k | 17k | 43.41 |
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| Verizon Communications (VZ) | 0.0 | $718k | -13% | 18k | 39.99 |
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| General Dynamics Corporation (GD) | 0.0 | $569k | -5% | 2.2k | 263.49 |
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| TowneBank (TOWN) | 0.0 | $558k | 16k | 34.06 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $548k | +71% | 2.3k | 240.27 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $538k | +507% | 2.8k | 189.98 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $493k | +4% | 4.8k | 103.32 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $466k | +400% | 22k | 21.16 |
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| Service Corporation International (SCI) | 0.0 | $452k | 5.7k | 79.82 |
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| Robert Half International (RHI) | 0.0 | $430k | 6.1k | 70.46 |
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| Bank of America Corporation (BAC) | 0.0 | $391k | 8.9k | 43.95 |
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| American Financial (AFG) | 0.0 | $370k | 2.7k | 136.93 |
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| Packaging Corporation of America (PKG) | 0.0 | $365k | 1.6k | 225.13 |
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| Live Nation Entertainment (LYV) | 0.0 | $360k | 2.8k | 129.50 |
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| CRH Ord (CRH) | 0.0 | $313k | +6% | 3.4k | 92.52 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $221k | -19% | 1.1k | 197.49 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $205k | NEW | 2.3k | 89.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $192k | +2585% | 725.00 | 264.18 |
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| International Game Technolog Shs Usd (IGT) | 0.0 | $187k | 11k | 17.66 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $95k | +3437% | 283.00 | 334.65 |
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| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $72k | 13k | 5.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $34k | NEW | 295.00 | 115.09 |
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Past Filings by London Co Of Virginia
SEC 13F filings are viewable for London Co Of Virginia going back to 2010
- London Co Of Virginia 2024 Q4 filed Feb. 14, 2025
- London Co Of Virginia 2024 Q3 filed Nov. 14, 2024
- London Co Of Virginia 2024 Q2 filed Aug. 14, 2024
- London Co Of Virginia 2024 Q1 filed May 15, 2024
- London Co Of Virginia 2023 Q4 filed Feb. 14, 2024
- London Co Of Virginia 2023 Q3 filed Nov. 14, 2023
- London Co Of Virginia 2023 Q2 filed Aug. 14, 2023
- London Co Of Virginia 2023 Q1 filed May 15, 2023
- London Co Of Virginia 2022 Q4 filed Feb. 14, 2023
- London Co Of Virginia 2022 Q3 filed Nov. 14, 2022
- London Co Of Virginia 2022 Q2 filed Aug. 15, 2022
- London Co Of Virginia 2022 Q1 filed May 16, 2022
- London Co Of Virginia 2021 Q4 filed Feb. 14, 2022
- London Co Of Virginia 2021 Q3 filed Nov. 15, 2021
- London Co Of Virginia 2021 Q2 filed Aug. 16, 2021
- London Co Of Virginia 2021 Q1 filed May 14, 2021