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, GLW, NSC, D, and represent 15.58% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: QSR (+$148M), D (+$134M), DPZ (+$129M), BRK.B (+$41M), HWKN (+$27M), CCC (+$18M), COO (+$12M), ACIW (+$11M), MLM (+$11M), QLYS (+$6.8M).
- Started 6 new stock positions in AZN, COP, DPZ, Echostar Corporation, HWKN, QSR.
- Reduced shares in these 10 stocks: GLW (-$276M), APH (-$71M), OTIS (-$56M), SCHW (-$50M), EQH (-$46M), WAT (-$45M), IJH (-$38M), AAPL (-$37M), AXTA (-$34M), NSC (-$32M).
- Sold out of its positions in ALEX, APH, BR, BF.B, CERT, EQH, TREX, UTZ, AXTA.
- London Co Of Virginia was a net seller of stock by $-1.1B.
- London Co Of Virginia has $16B in assets under management (AUM), dropping by -6.36%.
- Central Index Key (CIK): 0001259887
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Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 167 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $576M | -6% | 2.3M | 253.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $519M | +8% | 1.1M | 479.21 |
|
| Corning Incorporated (GLW) | 3.2 | $516M | -34% | 3.8M | 135.97 |
|
| Norfolk Southern (NSC) | 3.0 | $488M | -6% | 1.7M | 287.00 |
|
| Dominion Resources (D) | 2.6 | $429M | +45% | 6.9M | 61.82 |
|
| Johnson & Johnson (JNJ) | 2.4 | $392M | -6% | 1.6M | 244.44 |
|
| Chevron Corporation (CVX) | 2.4 | $392M | -5% | 1.9M | 206.90 |
|
| Air Products & Chemicals (APD) | 2.4 | $383M | -3% | 1.3M | 290.50 |
|
| Blackrock (BLK) | 2.3 | $381M | -6% | 396k | 961.76 |
|
| Aercap Holdings Nv SHS (AER) | 2.2 | $349M | -7% | 2.5M | 137.18 |
|
| Entegris (ENTG) | 2.1 | $347M | -6% | 3.0M | 117.24 |
|
| Texas Instruments Incorporated (TXN) | 2.1 | $339M | -5% | 1.7M | 194.14 |
|
| Charles Schwab Corporation (SCHW) | 2.1 | $335M | -13% | 3.6M | 93.98 |
|
| Philip Morris International (PM) | 2.1 | $334M | -6% | 2.0M | 165.34 |
|
| Progressive Corporation (PGR) | 1.9 | $316M | -5% | 1.6M | 198.24 |
|
| Te Connectivity Ord Shs (TEL) | 1.9 | $311M | -6% | 1.5M | 209.02 |
|
| Cincinnati Financial Corporation (CINF) | 1.8 | $297M | -7% | 1.9M | 157.35 |
|
| NewMarket Corporation (NEU) | 1.8 | $296M | -6% | 461k | 640.97 |
|
| Lowe's Companies (LOW) | 1.8 | $293M | -6% | 1.2M | 236.28 |
|
| Armstrong World Industries (AWI) | 1.7 | $284M | -7% | 1.7M | 164.80 |
|
| Cummins (CMI) | 1.7 | $274M | -6% | 509k | 538.05 |
|
| Dollar Tree (DLTR) | 1.6 | $252M | -9% | 2.3M | 109.51 |
|
| Chubb (CB) | 1.5 | $249M | -5% | 763k | 325.94 |
|
| Cisco Systems (CSCO) | 1.5 | $247M | -6% | 3.2M | 77.59 |
|
| Northrop Grumman Corporation (NOC) | 1.5 | $243M | -6% | 357k | 682.30 |
|
| Altria (MO) | 1.5 | $237M | -6% | 3.6M | 65.99 |
|
| Microsoft Corporation (MSFT) | 1.5 | $237M | -6% | 639k | 370.18 |
|
| Keysight Technologies (KEYS) | 1.4 | $235M | -9% | 833k | 282.37 |
|
| Tempur-Pedic International (SGI) | 1.4 | $235M | -8% | 3.2M | 73.92 |
|
| Churchill Downs (CHDN) | 1.4 | $233M | 2.6M | 89.83 |
|
|
| Allison Transmission Hldngs I (ALSN) | 1.4 | $223M | -9% | 1.9M | 117.06 |
|
| Fastenal Company (FAST) | 1.3 | $218M | -6% | 4.7M | 46.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $214M | -7% | 747k | 286.86 |
|
| Starbucks Corporation (SBUX) | 1.3 | $203M | -10% | 2.3M | 89.59 |
|
| UniFirst Corporation (UNF) | 1.2 | $195M | -7% | 775k | 251.59 |
|
| Old Dominion Freight Line (ODFL) | 1.2 | $189M | -6% | 965k | 195.40 |
|
| M&T Bank Corporation (MTB) | 1.1 | $183M | -9% | 883k | 206.72 |
|
| Moelis & Co Cl A (MC) | 1.0 | $166M | -5% | 2.9M | 57.00 |
|
| Cooper Cos (COO) | 1.0 | $160M | +7% | 2.2M | 71.50 |
|
| Vulcan Materials Company (VMC) | 1.0 | $159M | -9% | 585k | 272.30 |
|
| Ally Financial (ALLY) | 0.9 | $153M | -9% | 3.9M | 39.23 |
|
| Steris Shs Usd (STE) | 0.9 | $148M | -9% | 671k | 221.13 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.9 | $148M | NEW | 2.0M | 73.90 |
|
| Post Holdings Inc Common (POST) | 0.9 | $146M | -6% | 1.5M | 98.86 |
|
| UnitedHealth (UNH) | 0.9 | $142M | -10% | 524k | 270.60 |
|
| Cbre Group Cl A (CBRE) | 0.8 | $135M | -9% | 995k | 135.46 |
|
| Ball Corporation (BALL) | 0.8 | $135M | -9% | 2.3M | 59.11 |
|
| Lennox International (LII) | 0.8 | $132M | -9% | 284k | 464.14 |
|
| Domino's Pizza (DPZ) | 0.8 | $129M | NEW | 360k | 358.79 |
|
| White Mountains Insurance Gp (WTM) | 0.8 | $126M | -2% | 57k | 2197.36 |
|
| Paychex (PAYX) | 0.8 | $125M | -6% | 1.4M | 92.12 |
|
| Martin Marietta Materials (MLM) | 0.7 | $112M | +11% | 190k | 588.68 |
|
| Waters Corporation (WAT) | 0.7 | $106M | -29% | 355k | 297.80 |
|
| Aptar (ATR) | 0.6 | $104M | -8% | 829k | 126.02 |
|
| Fidelity National Information Services (FIS) | 0.6 | $102M | -10% | 2.2M | 46.91 |
|
| Crown Castle Intl (CCI) | 0.6 | $98M | 1.2M | 81.31 |
|
|
| Bruker Corporation (BRKR) | 0.6 | $93M | -7% | 2.6M | 36.12 |
|
| Copart (CPRT) | 0.6 | $91M | -9% | 2.7M | 33.20 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $87M | -39% | 1.1M | 77.08 |
|
| Avantor (AVTR) | 0.5 | $85M | -9% | 11M | 7.84 |
|
| Lamb Weston Hldgs (LW) | 0.5 | $83M | -5% | 2.0M | 42.26 |
|
| Murphy Usa (MUSA) | 0.5 | $83M | 168k | 494.00 |
|
|
| Visa Com Cl A (V) | 0.5 | $81M | -5% | 268k | 302.24 |
|
| Pool Corporation (POOL) | 0.5 | $80M | -8% | 397k | 202.33 |
|
| Republic Services (RSG) | 0.5 | $79M | -5% | 361k | 219.02 |
|
| ACI Worldwide (ACIW) | 0.4 | $69M | +19% | 1.7M | 41.01 |
|
| FedEx Corporation (FDX) | 0.4 | $68M | -6% | 191k | 356.18 |
|
| O'reilly Automotive (ORLY) | 0.4 | $67M | -4% | 725k | 92.31 |
|
| Hanover Insurance (THG) | 0.4 | $66M | -2% | 382k | 173.35 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.3 | $52M | +52% | 8.7M | 6.00 |
|
| Lancaster Colony (MZTI) | 0.3 | $50M | 360k | 138.33 |
|
|
| First Industrial Realty Trust (FR) | 0.3 | $49M | +2% | 840k | 57.85 |
|
| Casella Waste Sys Cl A (CWST) | 0.3 | $42M | -2% | 533k | 79.34 |
|
| Deckers Outdoor Corporation (DECK) | 0.3 | $42M | +7% | 418k | 100.09 |
|
| Qualys (QLYS) | 0.3 | $41M | +19% | 466k | 87.85 |
|
| Matson (MATX) | 0.2 | $40M | -3% | 244k | 163.94 |
|
| Church & Dwight (CHD) | 0.2 | $38M | -4% | 410k | 93.32 |
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $38M | -3% | 408k | 93.48 |
|
| Element Solutions (ESI) | 0.2 | $36M | +4% | 1.1M | 34.14 |
|
| Landstar System (LSTR) | 0.2 | $36M | -2% | 223k | 160.31 |
|
| Credit Acceptance (CACC) | 0.2 | $34M | 80k | 423.50 |
|
|
| Toro Company (TTC) | 0.2 | $33M | +13% | 351k | 93.44 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $32M | 205k | 158.04 |
|
|
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $31M | -3% | 1.4M | 22.61 |
|
| Saia (SAIA) | 0.2 | $31M | +10% | 87k | 351.31 |
|
| Essential Properties Realty reit (EPRT) | 0.2 | $30M | -3% | 983k | 30.36 |
|
| Vontier Corporation (VNT) | 0.2 | $29M | -2% | 827k | 35.47 |
|
| Atlantic Union B (AUB) | 0.2 | $29M | -3% | 820k | 35.74 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $29M | 138k | 209.09 |
|
|
| PriceSmart (PSMT) | 0.2 | $28M | -3% | 183k | 150.50 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $27M | 157k | 174.40 |
|
|
| Hawkins (HWKN) | 0.2 | $27M | NEW | 174k | 153.60 |
|
| CTS Corporation (CTS) | 0.2 | $26M | -3% | 537k | 47.76 |
|
| Graham Hldgs Com Cl B (GHC) | 0.2 | $26M | -3% | 24k | 1057.41 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $24M | -11% | 37k | 653.43 |
|
| Revolve Group Cl A (RVLV) | 0.1 | $23M | -3% | 1.0M | 22.61 |
|
| Atkore Intl (ATKR) | 0.1 | $22M | -8% | 378k | 58.91 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $22M | 23k | 919.77 |
|
|
| ePlus (PLUS) | 0.1 | $20M | -2% | 270k | 75.25 |
|
| Haemonetics Corporation (HAE) | 0.1 | $20M | +33% | 353k | 56.36 |
|
| Inter Parfums (IPAR) | 0.1 | $17M | +21% | 188k | 90.84 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.1 | $17M | 177k | 94.11 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $16M | -70% | 234k | 67.53 |
|
| Vail Resorts (MTN) | 0.1 | $15M | +14% | 118k | 128.33 |
|
| Home Depot (HD) | 0.1 | $14M | 44k | 328.89 |
|
|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.1 | $13M | 706k | 18.70 |
|
|
| Coca-Cola Company (KO) | 0.1 | $13M | 168k | 76.05 |
|
|
| Marten Transport (MRTN) | 0.1 | $12M | +5% | 889k | 13.13 |
|
| Great Lakes Dredge & Dock Corporation | 0.1 | $9.9M | 584k | 17.00 |
|
|
| Colfax Corp (ENOV) | 0.1 | $9.5M | +11% | 417k | 22.75 |
|
| Deere & Company (DE) | 0.1 | $8.4M | 15k | 563.30 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.2M | 10.00 | 718140.00 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.5M | -57% | 22k | 248.01 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $5.3M | +2% | 16k | 337.95 |
|
| CRH Ord (CRH) | 0.0 | $4.4M | +2% | 42k | 105.12 |
|
| CSX Corporation (CSX) | 0.0 | $4.3M | 106k | 41.05 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $3.2M | +32% | 219k | 14.68 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $3.2M | +3% | 11k | 290.70 |
|
| Icon SHS (ICLR) | 0.0 | $3.1M | +93% | 28k | 110.66 |
|
| CarMax (KMX) | 0.0 | $2.9M | 70k | 41.58 |
|
|
| Penske Automotive (PAG) | 0.0 | $2.4M | 16k | 149.52 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.3M | 38k | 60.65 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.3M | -92% | 11k | 213.67 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.2M | 17k | 130.94 |
|
|
| Tredegar Corporation (TG) | 0.0 | $2.2M | -2% | 276k | 7.95 |
|
| Alcon Ord Shs (ALC) | 0.0 | $2.1M | +2% | 29k | 74.20 |
|
| GATX Corporation (GATX) | 0.0 | $2.1M | 12k | 170.74 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $1.9M | 11k | 169.66 |
|
|
| Nike CL B (NKE) | 0.0 | $1.9M | 36k | 52.82 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.7M | 1.7k | 996.43 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.6M | 20k | 79.61 |
|
|
| Netflix (NFLX) | 0.0 | $1.5M | 16k | 96.15 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | 26k | 57.64 |
|
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| Hershey Company (HSY) | 0.0 | $1.4M | 6.8k | 207.89 |
|
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| Paccar (PCAR) | 0.0 | $1.4M | 12k | 115.50 |
|
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| Amazon (AMZN) | 0.0 | $1.3M | 6.4k | 208.27 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $1.3M | NEW | 6.5k | 197.22 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 320.55 |
|
|
| Target Corporation (TGT) | 0.0 | $988k | 8.2k | 121.21 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $792k | 4.8k | 166.07 |
|
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| Udr (UDR) | 0.0 | $790k | 23k | 33.78 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $683k | 2.3k | 300.83 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $615k | -14% | 3.0k | 205.83 |
|
| General Dynamics Corporation (GD) | 0.0 | $569k | 1.7k | 343.22 |
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|
| TowneBank (TOWN) | 0.0 | $551k | 16k | 33.67 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $516k | 2.6k | 198.29 |
|
|
| Burford Capital Ord Shs (BUR) | 0.0 | $491k | +2% | 109k | 4.52 |
|
| Pfizer (PFE) | 0.0 | $479k | 17k | 28.08 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $476k | -77% | 730.00 | 651.42 |
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| Tesla Motors (TSLA) | 0.0 | $472k | 1.3k | 371.75 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $455k | 22k | 20.70 |
|
|
| Service Corporation International (SCI) | 0.0 | $447k | 5.4k | 82.51 |
|
|
| Echostar Corp Cl A | 0.0 | $427k | NEW | 3.7k | 117.07 |
|
| Live Nation Entertainment (LYV) | 0.0 | $424k | 2.8k | 152.51 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $401k | 8.2k | 48.75 |
|
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| American Financial (AFG) | 0.0 | $345k | 2.7k | 127.71 |
|
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| Packaging Corporation of America (PKG) | 0.0 | $344k | 1.6k | 212.22 |
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|
| Ingevity (NGVT) | 0.0 | $315k | -99% | 4.4k | 71.23 |
|
| Merck & Co (MRK) | 0.0 | $286k | -38% | 2.4k | 120.28 |
|
| ConocoPhillips (COP) | 0.0 | $214k | NEW | 1.6k | 132.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $174k | -48% | 663.00 | 262.03 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $135k | 11k | 12.74 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $114k | -98% | 320.00 | 357.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $22k | -89% | 77.00 | 289.31 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $6.8k | -96% | 18.00 | 379.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $4.7k | -19% | 38.00 | 124.39 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.5k | -99% | 16.00 | 94.50 |
|
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 2026 Q1 filed May 15, 2026
- 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