London Company
Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NSC, BRK.B, BLK, GLW, and represent 14.82% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: CMI (+$232M), UNH (+$220M), AVTR (+$160M), EQH (+$61M), ACIW (+$44M), DECK (+$19M), CRH, IJH, TSM, WTW.
- Started 3 new stock positions in AVTR, CMI, UNH.
- Reduced shares in these 10 stocks: FIS (-$203M), APH (-$184M), , BRKR (-$33M), AWI (-$32M), BR (-$25M), REYN (-$21M), NEU (-$20M), AAPL (-$16M), AER (-$16M).
- Sold out of its positions in CMCSA, DEO, REYN.
- London Co Of Virginia was a net seller of stock by $-361M.
- London Co Of Virginia has $18B in assets under management (AUM), dropping by 2.50%.
- Central Index Key (CIK): 0001259887
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Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 174 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $633M | -2% | 2.5M | 254.63 |
|
| Norfolk Southern (NSC) | 3.0 | $542M | -2% | 1.8M | 300.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $515M | -2% | 1.0M | 502.76 |
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| Blackrock (BLK) | 2.8 | $506M | -2% | 434k | 1165.92 |
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| Corning Incorporated (GLW) | 2.7 | $489M | 6.0M | 82.03 |
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| NewMarket Corporation (NEU) | 2.4 | $438M | -4% | 529k | 828.24 |
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| Progressive Corporation (PGR) | 2.4 | $432M | 1.7M | 246.95 |
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| Armstrong World Industries (AWI) | 2.3 | $419M | -7% | 2.1M | 196.01 |
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| Air Products & Chemicals (APD) | 2.3 | $410M | 1.5M | 272.73 |
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| Charles Schwab Corporation (SCHW) | 2.2 | $405M | 4.2M | 95.47 |
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| Aercap Holdings Nv SHS (AER) | 2.0 | $368M | -4% | 3.0M | 121.00 |
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| Microsoft Corporation (MSFT) | 2.0 | $362M | 699k | 517.97 |
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| Te Connectivity Ord Shs (TEL) | 2.0 | $361M | 1.6M | 219.53 |
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| Philip Morris International (PM) | 2.0 | $359M | 2.2M | 162.20 |
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| Texas Instruments Incorporated (TXN) | 2.0 | $354M | -2% | 1.9M | 183.73 |
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| Lowe's Companies (LOW) | 1.9 | $341M | 1.4M | 251.31 |
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| Cincinnati Financial Corporation (CINF) | 1.9 | $339M | -2% | 2.1M | 158.10 |
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| Johnson & Johnson (JNJ) | 1.8 | $328M | -2% | 1.8M | 185.42 |
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| Entegris (ENTG) | 1.8 | $327M | -3% | 3.5M | 92.46 |
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| Chevron Corporation (CVX) | 1.8 | $323M | 2.1M | 155.29 |
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| Tempur-Pedic International (SGI) | 1.8 | $319M | -4% | 3.8M | 84.33 |
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| Dominion Resources (D) | 1.7 | $300M | 4.9M | 61.17 |
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| Churchill Downs (CHDN) | 1.5 | $277M | -4% | 2.9M | 97.01 |
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| Crown Castle Intl (CCI) | 1.5 | $274M | -3% | 2.8M | 96.49 |
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| Altria (MO) | 1.4 | $261M | 4.0M | 66.06 |
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| Dollar Tree (DLTR) | 1.4 | $256M | -4% | 2.7M | 94.37 |
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| Fastenal Company (FAST) | 1.4 | $254M | 5.2M | 49.04 |
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| Northrop Grumman Corporation (NOC) | 1.3 | $239M | 393k | 609.37 |
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| Cisco Systems (CSCO) | 1.3 | $239M | 3.5M | 68.42 |
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| Moelis & Co Cl A (MC) | 1.3 | $233M | -4% | 3.3M | 71.32 |
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| Cummins (CMI) | 1.3 | $232M | NEW | 549k | 422.39 |
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| Starbucks Corporation (SBUX) | 1.3 | $232M | -4% | 2.7M | 84.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $220M | -5% | 905k | 243.55 |
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| UnitedHealth (UNH) | 1.2 | $220M | NEW | 636k | 345.32 |
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| Vulcan Materials Company (VMC) | 1.2 | $212M | -4% | 690k | 307.62 |
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| M&T Bank Corporation (MTB) | 1.1 | $206M | -4% | 1.0M | 197.62 |
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| Chubb (CB) | 1.1 | $205M | 726k | 282.26 |
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| Steris Shs Usd (STE) | 1.1 | $196M | -4% | 790k | 247.44 |
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| Paychex (PAYX) | 1.1 | $193M | 1.5M | 126.76 |
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| Allison Transmission Hldngs I (ALSN) | 1.1 | $190M | -4% | 2.2M | 84.88 |
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| Post Holdings Inc Common (POST) | 1.0 | $190M | -4% | 1.8M | 107.48 |
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| Cbre Group Cl A (CBRE) | 1.0 | $184M | -4% | 1.2M | 157.56 |
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| Ally Financial (ALLY) | 1.0 | $181M | -4% | 4.6M | 39.20 |
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| Otis Worldwide Corp (OTIS) | 1.0 | $180M | -4% | 2.0M | 91.43 |
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| Lennox International (LII) | 1.0 | $178M | -4% | 337k | 529.37 |
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| Fidelity National Information Services (FIS) | 1.0 | $174M | -53% | 2.6M | 65.94 |
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| Keysight Technologies (KEYS) | 0.9 | $171M | -4% | 979k | 174.92 |
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| Waters Corporation (WAT) | 0.9 | $167M | -4% | 556k | 299.82 |
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| Avantor (AVTR) | 0.9 | $160M | NEW | 13M | 12.48 |
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| Old Dominion Freight Line (ODFL) | 0.8 | $153M | -4% | 1.1M | 140.78 |
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| UniFirst Corporation (UNF) | 0.8 | $151M | -4% | 903k | 167.19 |
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| Pool Corporation (POOL) | 0.8 | $146M | -4% | 471k | 310.07 |
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| Copart (CPRT) | 0.8 | $145M | -4% | 3.2M | 44.97 |
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| Lamb Weston Hldgs (LW) | 0.8 | $139M | -4% | 2.4M | 58.08 |
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| Ball Corporation (BALL) | 0.7 | $135M | -4% | 2.7M | 50.42 |
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| Aptar (ATR) | 0.7 | $130M | -4% | 973k | 133.66 |
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| White Mountains Insurance Gp (WTM) | 0.6 | $112M | -2% | 67k | 1671.76 |
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| Martin Marietta Materials (MLM) | 0.6 | $110M | -5% | 174k | 630.28 |
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| Visa Com Cl A (V) | 0.6 | $101M | -2% | 297k | 341.38 |
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| Bruker Corporation (BRKR) | 0.5 | $98M | -25% | 3.0M | 32.49 |
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| ACI Worldwide (ACIW) | 0.5 | $91M | +91% | 1.7M | 52.77 |
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| O'reilly Automotive (ORLY) | 0.5 | $84M | -2% | 778k | 107.81 |
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| Hanover Insurance (THG) | 0.5 | $83M | -2% | 454k | 181.63 |
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| Murphy Usa (MUSA) | 0.4 | $77M | -2% | 199k | 388.28 |
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| Lancaster Colony (MZTI) | 0.4 | $76M | -2% | 439k | 172.79 |
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| Republic Services (RSG) | 0.4 | $74M | -2% | 322k | 229.48 |
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| Amphenol Corp Cl A (APH) | 0.4 | $69M | -72% | 555k | 123.75 |
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| Equitable Holdings (EQH) | 0.3 | $63M | +4141% | 1.2M | 50.78 |
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| Qualys (QLYS) | 0.3 | $60M | -3% | 456k | 132.33 |
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| Casella Waste Sys Cl A (CWST) | 0.3 | $59M | -3% | 625k | 94.88 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $55M | -2% | 184k | 297.17 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $54M | +54% | 532k | 101.37 |
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| FedEx Corporation (FDX) | 0.3 | $50M | -3% | 213k | 235.81 |
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| Fiserv (FI) | 0.3 | $49M | -2% | 379k | 128.93 |
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| First Industrial Realty Trust (FR) | 0.3 | $49M | -2% | 942k | 51.47 |
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| Credit Acceptance (CACC) | 0.3 | $47M | -2% | 100k | 466.97 |
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| Church & Dwight (CHD) | 0.2 | $40M | -2% | 461k | 87.63 |
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| Axalta Coating Sys (AXTA) | 0.2 | $38M | 1.3M | 28.62 |
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| Jack Henry & Associates (JKHY) | 0.2 | $38M | -3% | 255k | 148.93 |
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| Vontier Corporation (VNT) | 0.2 | $37M | -3% | 892k | 41.97 |
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| Gates Indl Corp Ord Shs (GTES) | 0.2 | $37M | -3% | 1.5M | 24.82 |
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| Brown Forman Corp CL B (BF.B) | 0.2 | $35M | -3% | 1.3M | 27.08 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $35M | -3% | 440k | 78.49 |
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| Element Solutions (ESI) | 0.2 | $33M | +2% | 1.3M | 25.17 |
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| Toro Company (TTC) | 0.2 | $33M | -2% | 433k | 76.20 |
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| Saia (SAIA) | 0.2 | $33M | +4% | 109k | 299.38 |
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| Essential Properties Realty reit (EPRT) | 0.2 | $32M | -3% | 1.1M | 29.76 |
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| Atlantic Union B (AUB) | 0.2 | $31M | -3% | 885k | 35.29 |
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| Graham Hldgs Com Cl B (GHC) | 0.2 | $31M | -3% | 26k | 1177.44 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $30M | 3.3M | 9.11 |
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| NVIDIA Corporation (NVDA) | 0.2 | $30M | 159k | 186.58 |
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| Landstar System (LSTR) | 0.2 | $29M | -3% | 239k | 122.56 |
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| Atkore Intl (ATKR) | 0.1 | $27M | -5% | 430k | 62.74 |
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| Ingevity (NGVT) | 0.1 | $26M | -3% | 470k | 55.19 |
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| Matson (MATX) | 0.1 | $26M | -3% | 262k | 98.59 |
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| PriceSmart (PSMT) | 0.1 | $24M | -3% | 198k | 121.19 |
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| Revolve Group Cl A (RVLV) | 0.1 | $24M | -3% | 1.1M | 21.30 |
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| CTS Corporation (CTS) | 0.1 | $23M | -3% | 580k | 39.94 |
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| Trex Company (TREX) | 0.1 | $22M | -2% | 416k | 51.67 |
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| Vail Resorts (MTN) | 0.1 | $22M | -5% | 144k | 149.58 |
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| ePlus (PLUS) | 0.1 | $21M | -3% | 291k | 71.01 |
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| Home Depot (HD) | 0.1 | $20M | -2% | 50k | 405.19 |
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| Certara Ord (CERT) | 0.1 | $19M | +5% | 1.6M | 12.22 |
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| Inter Parfums (IPAR) | 0.1 | $18M | -11% | 186k | 98.38 |
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| Eli Lilly & Co. (LLY) | 0.1 | $18M | 24k | 763.00 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $17M | 706k | 24.63 |
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| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $16M | -19% | 169k | 96.97 |
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| Alexander & Baldwin (ALEX) | 0.1 | $16M | -3% | 855k | 18.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $15M | +20% | 228k | 65.26 |
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| Colfax Corp (ENOV) | 0.1 | $14M | +2% | 458k | 30.34 |
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| Haemonetics Corporation (HAE) | 0.1 | $13M | -7% | 266k | 48.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $12M | +19% | 18k | 669.49 |
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| Coca-Cola Company (KO) | 0.1 | $11M | 172k | 66.32 |
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| DV (DV) | 0.1 | $11M | -4% | 892k | 11.98 |
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| Marten Transport (MRTN) | 0.1 | $9.5M | -8% | 895k | 10.66 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.5M | 10.00 | 754200.00 |
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| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $7.0M | -9% | 584k | 11.99 |
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| CarMax (KMX) | 0.0 | $6.8M | -3% | 152k | 44.87 |
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| Deere & Company (DE) | 0.0 | $6.8M | 15k | 457.26 |
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| Nike CL B (NKE) | 0.0 | $6.4M | -2% | 92k | 69.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $6.2M | +2% | 26k | 241.98 |
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| CRH Ord (CRH) | 0.0 | $4.8M | +164% | 40k | 119.90 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.1M | +162% | 15k | 279.29 |
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| CSX Corporation (CSX) | 0.0 | $3.8M | 106k | 35.51 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $3.6M | +184% | 11k | 345.45 |
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| Penske Automotive (PAG) | 0.0 | $3.1M | -18% | 18k | 173.91 |
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| Icon SHS (ICLR) | 0.0 | $2.5M | +362% | 14k | 175.00 |
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| Tredegar Corporation (TG) | 0.0 | $2.4M | -3% | 298k | 8.03 |
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| GATX Corporation (GATX) | 0.0 | $2.1M | -2% | 12k | 174.80 |
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| Alcon Ord Shs (ALC) | 0.0 | $2.1M | +191% | 28k | 74.43 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.1M | 17k | 123.75 |
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| Netflix (NFLX) | 0.0 | $1.9M | 1.6k | 1198.92 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.8M | +182% | 7.7k | 227.73 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.7M | -16% | 38k | 45.10 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | 26k | 62.47 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 925.63 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.6M | -32% | 19k | 83.82 |
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| Amazon (AMZN) | 0.0 | $1.4M | 6.4k | 219.57 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | 3.9k | 346.26 |
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| Burford Cap Ord Shs (BUR) | 0.0 | $1.3M | +188% | 108k | 11.96 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | -18% | 11k | 112.75 |
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| Hershey Company (HSY) | 0.0 | $1.3M | 6.8k | 187.05 |
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| Paccar (PCAR) | 0.0 | $1.2M | 12k | 98.32 |
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| Markel Corporation (MKL) | 0.0 | $1.2M | 607.00 | 1911.36 |
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| Udr (UDR) | 0.0 | $871k | 23k | 37.26 |
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| Pfizer (PFE) | 0.0 | $854k | -33% | 34k | 25.48 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $835k | -38% | 4.1k | 203.59 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $755k | 2.3k | 332.69 |
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| Target Corporation (TGT) | 0.0 | $742k | -15% | 8.3k | 89.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $641k | 2.6k | 246.60 |
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| General Dynamics Corporation (GD) | 0.0 | $636k | 1.9k | 341.00 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $633k | 22k | 28.79 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $631k | 4.8k | 132.40 |
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| TowneBank (TOWN) | 0.0 | $566k | 16k | 34.57 |
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| Tesla Motors (TSLA) | 0.0 | $564k | 1.3k | 444.72 |
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| Bank of America Corporation (BAC) | 0.0 | $459k | 8.9k | 51.59 |
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| Live Nation Entertainment (LYV) | 0.0 | $454k | 2.8k | 163.40 |
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| Service Corporation International (SCI) | 0.0 | $451k | -4% | 5.4k | 83.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $446k | -20% | 669.00 | 666.87 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $417k | -88% | 1.1k | 365.65 |
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| Merck & Co (MRK) | 0.0 | $396k | -23% | 4.7k | 83.93 |
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| American Financial (AFG) | 0.0 | $393k | 2.7k | 145.72 |
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| Packaging Corporation of America (PKG) | 0.0 | $353k | 1.6k | 217.93 |
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| United Parcel Service CL B (UPS) | 0.0 | $321k | -44% | 3.8k | 83.52 |
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| Broadridge Financial Solutions (BR) | 0.0 | $248k | -99% | 1.0k | 238.16 |
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| Robert Half International (RHI) | 0.0 | $207k | 6.1k | 33.98 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $183k | 11k | 17.25 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $116k | +17% | 552.00 | 209.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $73k | -33% | 286.00 | 254.03 |
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| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $54k | 13k | 4.17 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $40k | -11% | 107.00 | 377.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $16k | -80% | 54.00 | 291.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.9k | +216% | 19.00 | 98.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $493.000000 | -60% | 4.00 | 123.25 |
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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 2025 Q3 filed Nov. 14, 2025
- London Co Of Virginia 2025 Q2 filed Aug. 14, 2025
- London Co Of Virginia 2025 Q1 filed May 15, 2025
- 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