London Company
Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, PGR, APD, FIS, and represent 15.08% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: ALLY (+$184M), GLW (+$184M), ENTG (+$69M), ATKR (+$27M), SAIA (+$24M), ODFL (+$16M), D (+$5.8M), NGVT, ESI, LLYVK.
- Started 8 new stock positions in SAIA, ATKR, NXPI, ALLY, ALC, BUR, WTW, ICLR.
- Reduced shares in these 10 stocks: MRK (-$193M), BRBR (-$100M), APH (-$69M), CBRE (-$64M), HD (-$62M), IWD (-$46M), BLK (-$35M), SGI (-$32M), IVV (-$21M), BRK.B (-$18M).
- Sold out of its positions in BRBR, VAC.
- London Co Of Virginia was a net seller of stock by $-549M.
- London Co Of Virginia has $18B in assets under management (AUM), dropping by -4.11%.
- Central Index Key (CIK): 0001259887
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Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 175 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $653M | -2% | 1.2M | 532.58 |
|
| Apple (AAPL) | 3.3 | $578M | -2% | 2.6M | 222.13 |
|
| Progressive Corporation (PGR) | 2.9 | $516M | -2% | 1.8M | 283.01 |
|
| Air Products & Chemicals (APD) | 2.6 | $460M | -2% | 1.6M | 294.92 |
|
| Fidelity National Information Services (FIS) | 2.5 | $441M | -3% | 5.9M | 74.68 |
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| Blackrock (BLK) | 2.4 | $429M | -7% | 453k | 946.48 |
|
| Philip Morris International (PM) | 2.4 | $428M | -3% | 2.7M | 158.73 |
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| Armstrong World Industries (AWI) | 2.2 | $383M | -2% | 2.7M | 140.88 |
|
| Norfolk Southern (NSC) | 2.2 | $378M | -2% | 1.6M | 236.85 |
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| Texas Instruments Incorporated (TXN) | 2.1 | $363M | -2% | 2.0M | 179.70 |
|
| Aercap Holdings Nv SHS (AER) | 2.0 | $349M | -3% | 3.4M | 102.17 |
|
| Charles Schwab Corporation (SCHW) | 2.0 | $347M | -2% | 4.4M | 78.28 |
|
| Cincinnati Financial Corporation (CINF) | 1.9 | $337M | -3% | 2.3M | 147.72 |
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| Entegris (ENTG) | 1.9 | $333M | +25% | 3.8M | 87.48 |
|
| Lowe's Companies (LOW) | 1.9 | $330M | -3% | 1.4M | 233.23 |
|
| NewMarket Corporation (NEU) | 1.9 | $326M | 575k | 566.45 |
|
|
| Crown Castle Intl (CCI) | 1.8 | $316M | 3.0M | 104.23 |
|
|
| Johnson & Johnson (JNJ) | 1.8 | $308M | 1.9M | 165.84 |
|
|
| Starbucks Corporation (SBUX) | 1.6 | $288M | 2.9M | 98.09 |
|
|
| Chevron Corporation (CVX) | 1.6 | $276M | 1.7M | 167.29 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $273M | -3% | 726k | 375.39 |
|
| Post Holdings Inc Common (POST) | 1.5 | $264M | -3% | 2.3M | 116.36 |
|
| Altria (MO) | 1.4 | $248M | -2% | 4.1M | 60.02 |
|
| Paychex (PAYX) | 1.4 | $245M | -3% | 1.6M | 154.28 |
|
| Te Connectivity Ord Shs (TEL) | 1.4 | $241M | 1.7M | 141.32 |
|
|
| Churchill Downs (CHDN) | 1.4 | $240M | -3% | 2.2M | 111.07 |
|
| Allison Transmission Hldngs I (ALSN) | 1.3 | $235M | -4% | 2.5M | 95.67 |
|
| Tempur-Pedic International (SGI) | 1.3 | $226M | -12% | 3.8M | 59.88 |
|
| Cisco Systems (CSCO) | 1.3 | $226M | -3% | 3.7M | 61.71 |
|
| Otis Worldwide Corp (OTIS) | 1.3 | $222M | -4% | 2.2M | 103.20 |
|
| Waters Corporation (WAT) | 1.3 | $220M | -3% | 597k | 368.57 |
|
| Dominion Resources (D) | 1.2 | $213M | +2% | 3.8M | 56.07 |
|
| Northrop Grumman Corporation (NOC) | 1.2 | $210M | -3% | 410k | 512.01 |
|
| Fastenal Company (FAST) | 1.2 | $210M | -3% | 2.7M | 77.55 |
|
| Corning Incorporated (GLW) | 1.2 | $209M | +746% | 4.6M | 45.78 |
|
| Lennox International (LII) | 1.2 | $207M | -4% | 370k | 560.83 |
|
| Moelis & Co Cl A (MC) | 1.2 | $207M | -3% | 3.5M | 58.36 |
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| M&T Bank Corporation (MTB) | 1.2 | $204M | -4% | 1.1M | 178.75 |
|
| Copart (CPRT) | 1.1 | $199M | -4% | 3.5M | 56.59 |
|
| Steris Shs Usd (STE) | 1.1 | $196M | -3% | 865k | 226.65 |
|
| Old Dominion Freight Line (ODFL) | 1.1 | $195M | +9% | 1.2M | 165.45 |
|
| Ally Financial (ALLY) | 1.0 | $184M | NEW | 5.0M | 36.47 |
|
| Vulcan Materials Company (VMC) | 1.0 | $176M | -4% | 754k | 233.30 |
|
| Bruker Corporation (BRKR) | 1.0 | $173M | 4.1M | 41.74 |
|
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| UniFirst Corporation (UNF) | 1.0 | $171M | 980k | 174.00 |
|
|
| Cbre Group Cl A (CBRE) | 1.0 | $167M | -27% | 1.3M | 130.78 |
|
| Pool Corporation (POOL) | 0.9 | $164M | -4% | 515k | 318.35 |
|
| Keysight Technologies (KEYS) | 0.9 | $160M | -4% | 1.1M | 149.77 |
|
| Aptar (ATR) | 0.9 | $158M | -4% | 1.1M | 148.38 |
|
| Ball Corporation (BALL) | 0.9 | $152M | -4% | 2.9M | 52.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $151M | 965k | 156.23 |
|
|
| Dollar Tree (DLTR) | 0.8 | $141M | -4% | 1.9M | 75.07 |
|
| Amphenol Corp Cl A (APH) | 0.8 | $140M | -33% | 2.1M | 65.59 |
|
| Lamb Weston Hldgs (LW) | 0.8 | $135M | -5% | 2.5M | 53.30 |
|
| United Parcel Service CL B (UPS) | 0.8 | $134M | 1.2M | 109.99 |
|
|
| White Mountains Insurance Gp (WTM) | 0.8 | $133M | 69k | 1925.80 |
|
|
| Diageo Spon Adr New (DEO) | 0.6 | $113M | -4% | 1.1M | 104.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $112M | 3.0M | 36.90 |
|
|
| Skyworks Solutions (SWKS) | 0.6 | $111M | -4% | 1.7M | 64.63 |
|
| Visa Com Cl A (V) | 0.6 | $108M | 309k | 350.46 |
|
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| Murphy Usa (MUSA) | 0.6 | $97M | 206k | 469.81 |
|
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| Martin Marietta Materials (MLM) | 0.5 | $89M | 187k | 478.13 |
|
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| Fiserv (FI) | 0.5 | $87M | 394k | 220.83 |
|
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| Hanover Insurance (THG) | 0.5 | $82M | 469k | 173.95 |
|
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| Republic Services (RSG) | 0.5 | $81M | 336k | 242.16 |
|
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| Lancaster Colony (LANC) | 0.5 | $79M | 453k | 175.00 |
|
|
| O'reilly Automotive (ORLY) | 0.4 | $77M | 53k | 1432.58 |
|
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| Casella Waste Sys Cl A (CWST) | 0.4 | $73M | 652k | 111.51 |
|
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| Chubb (CB) | 0.4 | $72M | 237k | 301.99 |
|
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| Qualys (QLYS) | 0.3 | $59M | 468k | 125.93 |
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| FedEx Corporation (FDX) | 0.3 | $55M | 224k | 243.78 |
|
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| Credit Acceptance (CACC) | 0.3 | $53M | 103k | 516.35 |
|
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| Church & Dwight (CHD) | 0.3 | $53M | 479k | 110.09 |
|
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| First Industrial Realty Trust (FR) | 0.3 | $53M | 977k | 53.96 |
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| ACI Worldwide (ACIW) | 0.3 | $50M | 912k | 54.71 |
|
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| Jack Henry & Associates (JKHY) | 0.3 | $48M | 265k | 182.60 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.3 | $48M | -4% | 1.4M | 33.94 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $47M | -23% | 192k | 242.46 |
|
| Axalta Coating Sys (AXTA) | 0.3 | $46M | 1.4M | 33.17 |
|
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| Deckers Outdoor Corporation (DECK) | 0.2 | $38M | 343k | 111.81 |
|
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| Landstar System (LSTR) | 0.2 | $37M | 248k | 150.20 |
|
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $37M | 130k | 282.56 |
|
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| Essential Properties Realty reit (EPRT) | 0.2 | $36M | 1.1M | 32.64 |
|
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| Matson (MATX) | 0.2 | $35M | 273k | 128.17 |
|
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| Acushnet Holdings Corp (GOLF) | 0.2 | $32M | 459k | 68.66 |
|
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| Toro Company (TTC) | 0.2 | $31M | +2% | 424k | 72.75 |
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| Vontier Corporation (VNT) | 0.2 | $31M | 931k | 32.85 |
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| Element Solutions (ESI) | 0.2 | $30M | +14% | 1.3M | 22.61 |
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| Atlantic Union B (AUB) | 0.2 | $29M | 918k | 31.14 |
|
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $28M | -6% | 3.1M | 9.03 |
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| Gates Indl Corp Ord Shs (GTES) | 0.2 | $28M | 1.5M | 18.41 |
|
|
| Atkore Intl (ATKR) | 0.2 | $27M | NEW | 457k | 59.99 |
|
| Graham Hldgs Com Cl B (GHC) | 0.1 | $26M | 27k | 960.85 |
|
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| CTS Corporation (CTS) | 0.1 | $25M | 606k | 41.55 |
|
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| Revolve Group Cl A (RVLV) | 0.1 | $25M | 1.1M | 21.49 |
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| Trex Company (TREX) | 0.1 | $25M | 423k | 58.10 |
|
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| Saia (SAIA) | 0.1 | $24M | NEW | 70k | 349.43 |
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| Reynolds Consumer Prods (REYN) | 0.1 | $24M | -2% | 994k | 23.86 |
|
| Vail Resorts (MTN) | 0.1 | $24M | +3% | 148k | 160.02 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $20M | -15% | 349k | 58.35 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $20M | 24k | 825.91 |
|
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| Ingevity (NGVT) | 0.1 | $19M | +29% | 491k | 39.59 |
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| Home Depot (HD) | 0.1 | $19M | -76% | 52k | 366.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $19M | -52% | 34k | 561.89 |
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| PriceSmart (PSMT) | 0.1 | $18M | 207k | 87.85 |
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| Colfax Corp (ENOV) | 0.1 | $18M | 476k | 38.21 |
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| ePlus (PLUS) | 0.1 | $18M | -4% | 290k | 61.03 |
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| Haemonetics Corporation (HAE) | 0.1 | $18M | -2% | 276k | 63.55 |
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| NVIDIA Corporation (NVDA) | 0.1 | $17M | 159k | 108.38 |
|
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| Alexander & Baldwin (ALEX) | 0.1 | $15M | 892k | 17.23 |
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| Certara Ord (CERT) | 0.1 | $15M | +3% | 1.5M | 9.90 |
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| Cannae Holdings (CNNE) | 0.1 | $14M | -53% | 780k | 18.33 |
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| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $14M | +25% | 206k | 68.14 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $13M | 706k | 18.96 |
|
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| Coca-Cola Company (KO) | 0.1 | $12M | -3% | 173k | 71.62 |
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| CarMax (KMX) | 0.1 | $12M | -2% | 158k | 77.92 |
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| Marten Transport (MRTN) | 0.1 | $12M | 876k | 13.72 |
|
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| DV (DV) | 0.1 | $11M | -13% | 811k | 13.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.6M | +9% | 48k | 199.49 |
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| Cable One (CABO) | 0.0 | $8.7M | -57% | 33k | 265.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $8.2M | -84% | 44k | 188.16 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $8.0M | 10.00 | 798441.60 |
|
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| Deere & Company (DE) | 0.0 | $7.0M | 15k | 469.35 |
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| Nike CL B (NKE) | 0.0 | $6.9M | -2% | 109k | 63.48 |
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| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $5.6M | 643k | 8.70 |
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| Penske Automotive (PAG) | 0.0 | $3.2M | 22k | 143.98 |
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| CSX Corporation (CSX) | 0.0 | $3.1M | 106k | 29.43 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.8M | -4% | 46k | 60.99 |
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| Tredegar Corporation (TG) | 0.0 | $2.4M | 310k | 7.70 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.1M | 17k | 121.97 |
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| Wells Fargo & Company (WFC) | 0.0 | $2.0M | +13% | 28k | 71.79 |
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| Pfizer (PFE) | 0.0 | $1.9M | -30% | 76k | 25.34 |
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| GATX Corporation (GATX) | 0.0 | $1.9M | 12k | 155.27 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.8M | 26k | 67.85 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.7M | 14k | 118.93 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 945.78 |
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| Netflix (NFLX) | 0.0 | $1.5M | 1.6k | 932.53 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | 3.9k | 349.19 |
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| Merck & Co (MRK) | 0.0 | $1.3M | -99% | 15k | 89.76 |
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| Amazon (AMZN) | 0.0 | $1.2M | 6.4k | 190.26 |
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| Paccar (PCAR) | 0.0 | $1.2M | 12k | 97.37 |
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| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 171.03 |
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| Markel Corporation (MKL) | 0.0 | $1.1M | 607.00 | 1869.61 |
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| Udr (UDR) | 0.0 | $1.1M | +38% | 23k | 45.17 |
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| Target Corporation (TGT) | 0.0 | $1.0M | -68% | 9.8k | 104.36 |
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| CRH Ord (CRH) | 0.0 | $860k | +188% | 9.8k | 87.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $812k | 2.6k | 312.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $743k | -92% | 2.4k | 306.79 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $743k | 2.3k | 327.14 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $740k | NEW | 2.2k | 337.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $656k | -73% | 1.2k | 559.22 |
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| TowneBank (TOWN) | 0.0 | $560k | 16k | 34.19 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $559k | 22k | 25.39 |
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| General Dynamics Corporation (GD) | 0.0 | $529k | -10% | 1.9k | 272.58 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $488k | 4.8k | 102.40 |
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| Verizon Communications (VZ) | 0.0 | $481k | -40% | 11k | 45.36 |
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| Alcon Ord Shs (ALC) | 0.0 | $454k | NEW | 4.8k | 94.20 |
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| Service Corporation International (SCI) | 0.0 | $454k | 5.7k | 80.20 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $452k | +142% | 2.7k | 166.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $421k | -16% | 1.9k | 221.74 |
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| Bank of America Corporation (BAC) | 0.0 | $371k | 8.9k | 41.73 |
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| Live Nation Entertainment (LYV) | 0.0 | $363k | 2.8k | 130.58 |
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| American Financial (AFG) | 0.0 | $355k | 2.7k | 131.34 |
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| Robert Half International (RHI) | 0.0 | $333k | 6.1k | 54.55 |
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| Icon SHS (ICLR) | 0.0 | $330k | NEW | 1.9k | 174.99 |
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| Packaging Corporation of America (PKG) | 0.0 | $321k | 1.6k | 198.02 |
|
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| Nxp Semiconductors N V (NXPI) | 0.0 | $298k | NEW | 1.6k | 190.06 |
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| Burford Cap Ord Shs (BUR) | 0.0 | $284k | NEW | 22k | 13.21 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $196k | -59% | 1.1k | 172.18 |
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| International Game Technolog Shs Usd (IGT) | 0.0 | $172k | 11k | 16.26 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $76k | -59% | 295.00 | 258.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $73k | -18% | 231.00 | 317.14 |
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| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $57k | 13k | 4.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $21k | -31% | 202.00 | 104.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $148.000000 | -99% | 2.00 | 74.00 |
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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 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
- London Co Of Virginia 2021 Q3 filed Nov. 15, 2021
- London Co Of Virginia 2021 Q2 filed Aug. 16, 2021