London Company
Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NSC, GLW, BRK.B, BLK, and represent 15.24% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: COO (+$170M), IJH (+$37M), IWD (+$29M), CB (+$24M), CCC (+$19M), IVV (+$16M), LLYVK (+$15M), RSG (+$13M), IWB (+$11M), IWM (+$6.6M).
- Started 4 new stock positions in COO, LLYVK, MICC, UTZ.
- Reduced shares in these 10 stocks: CCI (-$143M), AWI (-$52M), FISV (-$49M), AER (-$40M), APD (-$36M), GOOG (-$31M), ENTG (-$31M), SGI (-$28M), CHDN (-$26M), NEU (-$25M).
- Sold out of its positions in BDN, DV, FISV, Liberty Media CORP-Liberty Live, MKL, RHI, UPS, NXPI.
- London Co Of Virginia was a net seller of stock by $-927M.
- London Co Of Virginia has $17B in assets under management (AUM), dropping by -4.32%.
- Central Index Key (CIK): 0001259887
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Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 170 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $657M | -2% | 2.4M | 271.86 |
|
| Norfolk Southern (NSC) | 3.0 | $523M | 1.8M | 288.72 |
|
|
| Corning Incorporated (GLW) | 2.9 | $510M | -2% | 5.8M | 87.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $501M | -2% | 996k | 502.67 |
|
| Blackrock (BLK) | 2.6 | $452M | -2% | 422k | 1070.39 |
|
| Charles Schwab Corporation (SCHW) | 2.4 | $410M | -3% | 4.1M | 99.91 |
|
| Aercap Holdings Nv SHS (AER) | 2.3 | $397M | -9% | 2.8M | 143.76 |
|
| Progressive Corporation (PGR) | 2.2 | $385M | -3% | 1.7M | 227.72 |
|
| Te Connectivity Ord Shs (TEL) | 2.1 | $363M | -2% | 1.6M | 227.51 |
|
| Armstrong World Industries (AWI) | 2.1 | $357M | -12% | 1.9M | 191.10 |
|
| Johnson & Johnson (JNJ) | 2.1 | $356M | -2% | 1.7M | 206.95 |
|
| Philip Morris International (PM) | 2.0 | $346M | -2% | 2.2M | 160.40 |
|
| NewMarket Corporation (NEU) | 2.0 | $339M | -6% | 493k | 687.28 |
|
| Air Products & Chemicals (APD) | 1.9 | $336M | -9% | 1.4M | 247.03 |
|
| Cincinnati Financial Corporation (CINF) | 1.9 | $335M | -4% | 2.1M | 163.32 |
|
| Microsoft Corporation (MSFT) | 1.9 | $330M | -2% | 682k | 483.64 |
|
| Texas Instruments Incorporated (TXN) | 1.9 | $322M | -3% | 1.9M | 173.49 |
|
| Lowe's Companies (LOW) | 1.8 | $318M | -2% | 1.3M | 241.16 |
|
| Dollar Tree (DLTR) | 1.8 | $312M | -6% | 2.5M | 123.01 |
|
| Tempur-Pedic International (SGI) | 1.8 | $310M | -8% | 3.5M | 89.28 |
|
| Chevron Corporation (CVX) | 1.8 | $305M | -3% | 2.0M | 152.41 |
|
| Churchill Downs (CHDN) | 1.7 | $298M | -8% | 2.6M | 113.78 |
|
| Dominion Resources (D) | 1.6 | $280M | -2% | 4.8M | 58.59 |
|
| Cummins (CMI) | 1.6 | $277M | 543k | 510.48 |
|
|
| Entegris (ENTG) | 1.5 | $267M | -10% | 3.2M | 84.25 |
|
| Cisco Systems (CSCO) | 1.5 | $263M | -2% | 3.4M | 77.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $253M | -10% | 806k | 313.80 |
|
| Chubb (CB) | 1.4 | $251M | +10% | 803k | 312.13 |
|
| Altria (MO) | 1.3 | $221M | -2% | 3.8M | 57.66 |
|
| Northrop Grumman Corporation (NOC) | 1.3 | $218M | -2% | 383k | 570.26 |
|
| Starbucks Corporation (SBUX) | 1.2 | $214M | -7% | 2.5M | 84.21 |
|
| Moelis & Co Cl A (MC) | 1.2 | $211M | -6% | 3.1M | 68.74 |
|
| Allison Transmission Hldngs I (ALSN) | 1.2 | $206M | -6% | 2.1M | 97.90 |
|
| Fastenal Company (FAST) | 1.2 | $202M | -2% | 5.0M | 40.13 |
|
| M&T Bank Corporation (MTB) | 1.1 | $197M | -6% | 976k | 201.48 |
|
| Ally Financial (ALLY) | 1.1 | $195M | -6% | 4.3M | 45.29 |
|
| UnitedHealth (UNH) | 1.1 | $192M | -8% | 583k | 330.13 |
|
| Waters Corporation (WAT) | 1.1 | $192M | -9% | 505k | 379.84 |
|
| Steris Shs Usd (STE) | 1.1 | $188M | -6% | 740k | 253.52 |
|
| Keysight Technologies (KEYS) | 1.1 | $187M | -6% | 918k | 203.19 |
|
| Vulcan Materials Company (VMC) | 1.1 | $184M | -6% | 647k | 285.22 |
|
| Cbre Group Cl A (CBRE) | 1.0 | $176M | -6% | 1.1M | 160.79 |
|
| Cooper Cos (COO) | 1.0 | $170M | NEW | 2.1M | 81.96 |
|
| Paychex (PAYX) | 0.9 | $162M | -4% | 1.4M | 112.18 |
|
| Old Dominion Freight Line (ODFL) | 0.9 | $162M | -5% | 1.0M | 156.80 |
|
| Otis Worldwide Corp (OTIS) | 0.9 | $161M | -6% | 1.8M | 87.35 |
|
| UniFirst Corporation (UNF) | 0.9 | $161M | -7% | 835k | 192.90 |
|
| Fidelity National Information Services (FIS) | 0.9 | $161M | -8% | 2.4M | 66.46 |
|
| Post Holdings Inc Common (POST) | 0.9 | $157M | -10% | 1.6M | 99.05 |
|
| Lennox International (LII) | 0.9 | $153M | -6% | 315k | 485.59 |
|
| Avantor (AVTR) | 0.8 | $137M | -6% | 12M | 11.46 |
|
| Ball Corporation (BALL) | 0.8 | $133M | -6% | 2.5M | 52.97 |
|
| Bruker Corporation (BRKR) | 0.8 | $131M | -7% | 2.8M | 47.11 |
|
| White Mountains Insurance Gp (WTM) | 0.7 | $122M | -12% | 59k | 2078.41 |
|
| Copart (CPRT) | 0.7 | $118M | -6% | 3.0M | 39.15 |
|
| Aptar (ATR) | 0.6 | $111M | -6% | 910k | 121.96 |
|
| Crown Castle Intl (CCI) | 0.6 | $109M | -56% | 1.2M | 88.87 |
|
| Martin Marietta Materials (MLM) | 0.6 | $106M | -2% | 171k | 622.66 |
|
| Pool Corporation (POOL) | 0.6 | $99M | -8% | 434k | 228.75 |
|
| Visa Com Cl A (V) | 0.6 | $99M | -4% | 283k | 350.71 |
|
| Lamb Weston Hldgs (LW) | 0.5 | $87M | -12% | 2.1M | 41.89 |
|
| Republic Services (RSG) | 0.5 | $81M | +19% | 384k | 211.93 |
|
| Hanover Insurance (THG) | 0.4 | $72M | -13% | 392k | 182.77 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $71M | -5% | 525k | 135.14 |
|
| O'reilly Automotive (ORLY) | 0.4 | $69M | -2% | 756k | 91.21 |
|
| Murphy Usa (MUSA) | 0.4 | $69M | -14% | 170k | 403.55 |
|
| ACI Worldwide (ACIW) | 0.4 | $67M | -19% | 1.4M | 47.81 |
|
| Lancaster Colony (MZTI) | 0.3 | $60M | -16% | 365k | 164.42 |
|
| FedEx Corporation (FDX) | 0.3 | $59M | -4% | 203k | 288.86 |
|
| Casella Waste Sys Cl A (CWST) | 0.3 | $54M | -12% | 547k | 97.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $52M | +246% | 790k | 66.00 |
|
| Qualys (QLYS) | 0.3 | $52M | -14% | 389k | 132.90 |
|
| First Industrial Realty Trust (FR) | 0.3 | $47M | -12% | 820k | 57.27 |
|
| Equitable Holdings (EQH) | 0.3 | $46M | -21% | 971k | 47.65 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.3 | $46M | +73% | 5.7M | 7.95 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $40M | -27% | 387k | 103.67 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $38M | -18% | 208k | 182.49 |
|
| Church & Dwight (CHD) | 0.2 | $36M | -7% | 427k | 83.85 |
|
| Credit Acceptance (CACC) | 0.2 | $35M | -20% | 79k | 443.50 |
|
| Axalta Coating Sys (AXTA) | 0.2 | $34M | -20% | 1.1M | 32.31 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $34M | -24% | 140k | 242.83 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $34M | -3% | 423k | 79.82 |
|
| Landstar System (LSTR) | 0.2 | $33M | -4% | 229k | 143.70 |
|
| Revolve Group Cl A (RVLV) | 0.2 | $32M | -3% | 1.1M | 30.19 |
|
| Vontier Corporation (VNT) | 0.2 | $32M | -5% | 847k | 37.18 |
|
| Matson (MATX) | 0.2 | $31M | -3% | 252k | 123.55 |
|
| Brown Forman Corp CL B (BF.B) | 0.2 | $31M | -7% | 1.2M | 26.06 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $30M | -4% | 1.4M | 21.47 |
|
| Essential Properties Realty reit (EPRT) | 0.2 | $30M | -4% | 1.0M | 29.66 |
|
| Atlantic Union B (AUB) | 0.2 | $30M | -4% | 847k | 35.30 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $30M | 159k | 186.50 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $30M | +3335% | 141k | 210.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $29M | +134% | 42k | 685.07 |
|
| Graham Hldgs Com Cl B (GHC) | 0.2 | $27M | -4% | 25k | 1098.75 |
|
| Ingevity (NGVT) | 0.2 | $27M | -4% | 449k | 59.18 |
|
| Atkore Intl (ATKR) | 0.2 | $26M | -4% | 412k | 63.25 |
|
| Saia (SAIA) | 0.1 | $26M | -27% | 79k | 326.55 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $26M | 24k | 1074.68 |
|
|
| Element Solutions (ESI) | 0.1 | $25M | -23% | 1.0M | 24.99 |
|
| Toro Company (TTC) | 0.1 | $24M | -28% | 310k | 78.72 |
|
| ePlus (PLUS) | 0.1 | $24M | -4% | 278k | 87.70 |
|
| CTS Corporation (CTS) | 0.1 | $24M | -4% | 555k | 42.87 |
|
| PriceSmart (PSMT) | 0.1 | $23M | -4% | 190k | 122.67 |
|
| Haemonetics Corporation (HAE) | 0.1 | $21M | 264k | 80.15 |
|
|
| Alexander & Baldwin (ALEX) | 0.1 | $17M | -6% | 803k | 20.64 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $16M | 706k | 22.32 |
|
|
| Home Depot (HD) | 0.1 | $15M | -12% | 44k | 344.10 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.1 | $15M | NEW | 179k | 83.16 |
|
| Vail Resorts (MTN) | 0.1 | $14M | -28% | 103k | 132.81 |
|
| Inter Parfums (IPAR) | 0.1 | $13M | -16% | 155k | 84.83 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $13M | +105% | 53k | 246.17 |
|
| Coca-Cola Company (KO) | 0.1 | $12M | -2% | 168k | 69.91 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $11M | +2571% | 31k | 373.44 |
|
| Certara Ord (CERT) | 0.1 | $11M | -19% | 1.2M | 8.81 |
|
| Colfax Corp (ENOV) | 0.1 | $9.9M | -18% | 372k | 26.64 |
|
| Marten Transport (MRTN) | 0.1 | $9.6M | -6% | 841k | 11.38 |
|
| Trex Company (TREX) | 0.1 | $8.9M | -39% | 253k | 35.08 |
|
| Great Lakes Dredge & Dock Corporation | 0.0 | $7.7M | 584k | 13.12 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.5M | 10.00 | 754800.00 |
|
|
| Deere & Company (DE) | 0.0 | $6.9M | 15k | 465.57 |
|
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| CRH Ord (CRH) | 0.0 | $5.1M | +2% | 41k | 124.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.6M | +4% | 15k | 303.89 |
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| CSX Corporation (CSX) | 0.0 | $3.8M | 106k | 36.25 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $3.4M | 11k | 328.60 |
|
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| CarMax (KMX) | 0.0 | $2.7M | -53% | 70k | 38.64 |
|
| Icon SHS (ICLR) | 0.0 | $2.6M | 14k | 182.22 |
|
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $2.6M | NEW | 166k | 15.87 |
|
| Penske Automotive (PAG) | 0.0 | $2.5M | -10% | 16k | 158.29 |
|
| Nike CL B (NKE) | 0.0 | $2.3M | -60% | 36k | 63.71 |
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| Alcon Ord Shs (ALC) | 0.0 | $2.2M | 28k | 79.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.2M | +384% | 3.2k | 682.13 |
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| GATX Corporation (GATX) | 0.0 | $2.1M | 12k | 169.60 |
|
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| Tredegar Corporation (TG) | 0.0 | $2.0M | -4% | 283k | 7.18 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.0M | -2% | 38k | 53.94 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | 17k | 117.21 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $1.8M | +4% | 20k | 93.20 |
|
| Netflix (NFLX) | 0.0 | $1.5M | +900% | 16k | 93.76 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $1.5M | NEW | 144k | 10.38 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.5M | 1.7k | 862.34 |
|
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| Amazon (AMZN) | 0.0 | $1.5M | 6.4k | 230.82 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | 26k | 53.83 |
|
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.4M | 11k | 120.34 |
|
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| Paccar (PCAR) | 0.0 | $1.3M | 12k | 109.51 |
|
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| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 324.03 |
|
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| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 181.98 |
|
|
| Burford Cap Ord Shs (BUR) | 0.0 | $943k | 106k | 8.92 |
|
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| Udr (UDR) | 0.0 | $857k | 23k | 36.68 |
|
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| Lpl Financial Holdings (LPLA) | 0.0 | $811k | 2.3k | 357.17 |
|
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| Target Corporation (TGT) | 0.0 | $809k | 8.3k | 97.75 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $766k | 4.8k | 160.76 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $731k | +532% | 3.5k | 209.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $698k | 2.6k | 268.30 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $625k | +34084% | 6.5k | 96.27 |
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| Tesla Motors (TSLA) | 0.0 | $571k | 1.3k | 449.72 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $563k | 22k | 25.60 |
|
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| General Dynamics Corporation (GD) | 0.0 | $558k | -11% | 1.7k | 336.66 |
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| TowneBank (TOWN) | 0.0 | $546k | 16k | 33.37 |
|
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| Bank of America Corporation (BAC) | 0.0 | $453k | -7% | 8.2k | 55.00 |
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| Pfizer (PFE) | 0.0 | $425k | -49% | 17k | 24.90 |
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| Service Corporation International (SCI) | 0.0 | $422k | 5.4k | 77.97 |
|
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| Merck & Co (MRK) | 0.0 | $407k | -18% | 3.9k | 105.27 |
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| Live Nation Entertainment (LYV) | 0.0 | $396k | 2.8k | 142.50 |
|
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| American Financial (AFG) | 0.0 | $369k | 2.7k | 136.68 |
|
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| Packaging Corporation of America (PKG) | 0.0 | $334k | 1.6k | 206.23 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $329k | +345% | 1.3k | 257.96 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $225k | +442% | 580.00 | 387.09 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $217k | +1283% | 747.00 | 290.27 |
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| Broadridge Financial Solutions (BR) | 0.0 | $206k | -11% | 922.00 | 223.26 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $164k | 11k | 15.48 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $5.7k | +1075% | 47.00 | 120.81 |
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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 Q4 filed Feb. 17, 2026
- 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