London Company
Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLW, AAPL, BRK.B, NSC, D, and represent 16.98% of London Co Of Virginia's stock portfolio.
- Added to shares of these 10 stocks: RSG (+$242M), APPF (+$113M), COO (+$47M), SGI (+$46M), NEU (+$22M), MGRC (+$20M), UNH (+$19M), FDXF (+$14M), LLYVK, ATKR.
- Started 7 new stock positions in MGRC, IYT, IYJ, APPF, FDXF, IXP, IGV.
- Reduced shares in these 10 stocks: GLW (-$147M), TEL (-$87M), OTIS (-$87M), ENTG (-$84M), KEYS (-$74M), LW (-$65M), TXN (-$59M), GOOG (-$23M), AAPL (-$21M), AER (-$18M).
- Sold out of its positions in COP, Great Lakes Dredge & Dock Corporation, NGVT, OTIS, BUR.
- London Co Of Virginia was a net seller of stock by $-649M.
- London Co Of Virginia has $18B in assets under management (AUM), dropping by 8.06%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Corning Incorporated (GLW) | 4.7 | $823M | -15% | 3.2M | 255.43 |
|
| Apple (AAPL) | 3.6 | $636M | -3% | 2.2M | 289.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $532M | 1.1M | 500.40 |
|
|
| Norfolk Southern (NSC) | 3.0 | $520M | -2% | 1.7M | 314.60 |
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| Dominion Resources (D) | 2.7 | $467M | 6.8M | 68.29 |
|
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| Texas Instruments Incorporated (TXN) | 2.6 | $462M | -11% | 1.5M | 298.07 |
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| Entegris (ENTG) | 2.6 | $448M | -15% | 2.5M | 179.78 |
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| Johnson & Johnson (JNJ) | 2.2 | $394M | -3% | 1.5M | 253.97 |
|
| NewMarket Corporation (NEU) | 2.2 | $387M | +5% | 489k | 791.25 |
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| Air Products & Chemicals (APD) | 2.1 | $376M | -2% | 1.3M | 293.19 |
|
| Blackrock (BLK) | 2.1 | $368M | -3% | 383k | 961.62 |
|
| Cisco Systems (CSCO) | 2.1 | $362M | -2% | 3.1M | 117.46 |
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| Aercap Holdings Nv SHS (AER) | 2.0 | $353M | -4% | 2.4M | 145.79 |
|
| Philip Morris International (PM) | 2.0 | $353M | -3% | 2.0M | 180.91 |
|
| Cummins (CMI) | 2.0 | $351M | -3% | 493k | 713.25 |
|
| Progressive Corporation (PGR) | 1.9 | $338M | -2% | 1.5M | 218.45 |
|
| Cincinnati Financial Corporation (CINF) | 1.9 | $336M | -3% | 1.8M | 185.14 |
|
| Charles Schwab Corporation (SCHW) | 1.8 | $319M | -3% | 3.5M | 92.27 |
|
| Republic Services (RSG) | 1.8 | $319M | +314% | 1.5M | 213.08 |
|
| Chevron Corporation (CVX) | 1.7 | $303M | -3% | 1.8M | 165.76 |
|
| Tempur-Pedic International (SGI) | 1.7 | $295M | +18% | 3.8M | 78.39 |
|
| Dollar Tree (DLTR) | 1.5 | $267M | -4% | 2.2M | 120.95 |
|
| Lowe's Companies (LOW) | 1.5 | $265M | -3% | 1.2M | 220.49 |
|
| Armstrong World Industries (AWI) | 1.5 | $264M | -4% | 1.6M | 160.41 |
|
| Chubb (CB) | 1.4 | $252M | -3% | 739k | 340.75 |
|
| Altria (MO) | 1.4 | $249M | -3% | 3.5M | 71.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $241M | -8% | 682k | 353.33 |
|
| UnitedHealth (UNH) | 1.3 | $237M | +8% | 569k | 415.65 |
|
| Microsoft Corporation (MSFT) | 1.3 | $231M | -3% | 619k | 373.03 |
|
| Starbucks Corporation (SBUX) | 1.3 | $224M | -3% | 2.2M | 102.19 |
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| Churchill Downs (CHDN) | 1.3 | $221M | -4% | 2.5M | 89.63 |
|
| Fastenal Company (FAST) | 1.2 | $218M | -3% | 4.5M | 48.03 |
|
| Keysight Technologies (KEYS) | 1.2 | $218M | -25% | 622k | 350.07 |
|
| Te Connectivity Ord Shs (TEL) | 1.2 | $214M | -28% | 1.1M | 201.62 |
|
| Cooper Cos (COO) | 1.2 | $208M | +29% | 2.9M | 71.71 |
|
| Allison Transmission Hldngs I (ALSN) | 1.2 | $206M | -4% | 1.8M | 112.74 |
|
| Old Dominion Freight Line (ODFL) | 1.2 | $203M | -3% | 935k | 216.60 |
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| M&T Bank Corporation (MTB) | 1.1 | $201M | -4% | 845k | 238.01 |
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| UniFirst Corporation (UNF) | 1.1 | $196M | -4% | 740k | 264.50 |
|
| Moelis & Co Cl A (MC) | 1.0 | $183M | -3% | 2.8M | 65.42 |
|
| Northrop Grumman Corporation (NOC) | 1.0 | $175M | -3% | 344k | 509.35 |
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| Ally Financial (ALLY) | 1.0 | $172M | -4% | 3.7M | 45.95 |
|
| Vulcan Materials Company (VMC) | 0.9 | $165M | -4% | 561k | 295.01 |
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| Lennox International (LII) | 0.9 | $156M | -4% | 272k | 572.96 |
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| Bruker Corporation (BRKR) | 0.9 | $149M | -4% | 2.5M | 60.17 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.8 | $142M | -2% | 2.0M | 72.51 |
|
| Ball Corporation (BALL) | 0.8 | $136M | -4% | 2.2M | 62.40 |
|
| Steris Shs Usd (STE) | 0.8 | $135M | -4% | 642k | 210.57 |
|
| Paychex (PAYX) | 0.7 | $130M | -2% | 1.3M | 98.33 |
|
| Cbre Group Cl A (CBRE) | 0.7 | $129M | -4% | 954k | 134.69 |
|
| Waters Corporation (WAT) | 0.7 | $128M | -4% | 341k | 375.04 |
|
| Post Holdings Inc Common (POST) | 0.7 | $124M | -5% | 1.4M | 88.26 |
|
| Appfolio Com Cl A (APPF) | 0.6 | $113M | NEW | 703k | 160.35 |
|
| White Mountains Insurance Gp (WTM) | 0.6 | $112M | -5% | 54k | 2074.52 |
|
| Martin Marietta Materials (MLM) | 0.6 | $108M | 187k | 576.70 |
|
|
| Avantor (AVTR) | 0.6 | $104M | -3% | 11M | 9.90 |
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| Domino's Pizza (DPZ) | 0.6 | $101M | -5% | 340k | 296.04 |
|
| Aptar (ATR) | 0.6 | $99M | -4% | 793k | 125.20 |
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| Visa Com Cl A (V) | 0.5 | $89M | -3% | 259k | 343.09 |
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| Crown Castle Intl (CCI) | 0.5 | $88M | -3% | 1.2M | 75.73 |
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| Pool Corporation (POOL) | 0.5 | $82M | -4% | 379k | 214.90 |
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| ACI Worldwide (ACIW) | 0.5 | $80M | -5% | 1.6M | 50.32 |
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| Fidelity National Information Services (FIS) | 0.5 | $80M | -5% | 2.1M | 38.88 |
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| Hanover Insurance (THG) | 0.4 | $77M | -5% | 361k | 214.13 |
|
| Murphy Usa (MUSA) | 0.4 | $76M | -16% | 140k | 539.55 |
|
| Copart (CPRT) | 0.4 | $74M | -4% | 2.6M | 28.19 |
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| O'reilly Automotive (ORLY) | 0.4 | $65M | -2% | 708k | 92.09 |
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| Qualys (QLYS) | 0.3 | $59M | -8% | 428k | 137.62 |
|
| FedEx Corporation (FDX) | 0.3 | $58M | -3% | 184k | 313.13 |
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| First Industrial Realty Trust (FR) | 0.3 | $49M | -5% | 797k | 61.35 |
|
| Casella Waste Sys Cl A (CWST) | 0.3 | $49M | -5% | 503k | 96.95 |
|
| Credit Acceptance (CACC) | 0.3 | $48M | -5% | 75k | 636.59 |
|
| Element Solutions (ESI) | 0.3 | $47M | -6% | 985k | 47.64 |
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| Acushnet Holdings Corp (GOLF) | 0.3 | $46M | -4% | 390k | 118.53 |
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| Landstar System (LSTR) | 0.3 | $44M | -4% | 213k | 206.81 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $40M | -4% | 397k | 99.34 |
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| Ccc Intelligent Solutions Holdings (CCC) | 0.2 | $39M | -14% | 7.5M | 5.17 |
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| Church & Dwight (CHD) | 0.2 | $38M | -3% | 394k | 96.88 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $37M | -4% | 1.3M | 27.97 |
|
| Matson (MATX) | 0.2 | $36M | -22% | 189k | 192.23 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $36M | 137k | 263.29 |
|
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| Lancaster Colony (MZTI) | 0.2 | $35M | -13% | 310k | 114.14 |
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| Saia (SAIA) | 0.2 | $34M | -6% | 82k | 421.27 |
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| PriceSmart (PSMT) | 0.2 | $34M | -4% | 175k | 195.34 |
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| CTS Corporation (CTS) | 0.2 | $34M | -4% | 513k | 65.19 |
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| Atlantic Union B (AUB) | 0.2 | $33M | -4% | 786k | 42.31 |
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| Toro Company (TTC) | 0.2 | $32M | -6% | 329k | 97.38 |
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| NVIDIA Corporation (NVDA) | 0.2 | $31M | 157k | 200.09 |
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| Atkore Intl (ATKR) | 0.2 | $29M | +2% | 387k | 76.04 |
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| Eli Lilly & Co. (LLY) | 0.2 | $28M | 23k | 1199.43 |
|
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| Essential Properties Realty reit (EPRT) | 0.2 | $28M | -4% | 941k | 29.85 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $26M | -4% | 23k | 1141.58 |
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| Haemonetics Corporation (HAE) | 0.1 | $26M | -3% | 341k | 75.00 |
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| Jack Henry & Associates (JKHY) | 0.1 | $24M | -15% | 174k | 137.91 |
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| Hawkins (HWKN) | 0.1 | $24M | -4% | 167k | 142.10 |
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| Vontier Corporation (VNT) | 0.1 | $23M | -5% | 785k | 29.00 |
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| Revolve Group Cl A (RVLV) | 0.1 | $22M | -4% | 980k | 22.89 |
|
| ePlus (PLUS) | 0.1 | $22M | -3% | 260k | 83.23 |
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| Lamb Weston Hldgs (LW) | 0.1 | $21M | -75% | 474k | 43.21 |
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| Inter Parfums (IPAR) | 0.1 | $20M | -4% | 180k | 111.86 |
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| McGrath Rent (MGRC) | 0.1 | $20M | NEW | 163k | 121.03 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.1 | $20M | +5% | 186k | 105.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $18M | 235k | 77.11 |
|
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| Home Depot (HD) | 0.1 | $15M | 44k | 352.68 |
|
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| Vail Resorts (MTN) | 0.1 | $15M | -5% | 112k | 136.26 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.1 | $15M | 706k | 21.11 |
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| Marten Transport (MRTN) | 0.1 | $15M | -3% | 854k | 17.35 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $14M | NEW | 92k | 151.00 |
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| Coca-Cola Company (KO) | 0.1 | $14M | 167k | 81.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $13M | -53% | 17k | 749.29 |
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| Deere & Company (DE) | 0.1 | $9.5M | 15k | 634.33 |
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| Colfax Corp (ENOV) | 0.0 | $8.0M | -7% | 386k | 20.70 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $7.6M | +2% | 16k | 477.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.5M | 10.00 | 748850.00 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.5M | -18% | 18k | 300.48 |
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| Icon Pub SHS (ICLR) | 0.0 | $5.1M | +4% | 29k | 173.71 |
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| CSX Corporation (CSX) | 0.0 | $5.0M | 106k | 47.53 |
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| CRH Ord (CRH) | 0.0 | $4.6M | +2% | 43k | 107.00 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $3.9M | +2% | 225k | 17.39 |
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| CarMax (KMX) | 0.0 | $3.7M | 70k | 52.89 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $3.5M | +21% | 13k | 261.37 |
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| Penske Automotive (PAG) | 0.0 | $2.8M | 16k | 178.96 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.2M | 38k | 57.62 |
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| GATX Corporation (GATX) | 0.0 | $2.2M | 12k | 177.19 |
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| Tredegar Corporation (TG) | 0.0 | $2.1M | -4% | 265k | 7.96 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | -5% | 16k | 126.58 |
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| Alcon Ord Shs (ALC) | 0.0 | $2.0M | +2% | 29k | 67.53 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.9M | +19% | 24k | 82.64 |
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| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 935.47 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.6M | 11k | 136.72 |
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| Amazon (AMZN) | 0.0 | $1.5M | 6.4k | 238.34 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | 26k | 57.84 |
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| Nike CL B (NKE) | 0.0 | $1.5M | 36k | 41.05 |
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| Paccar (PCAR) | 0.0 | $1.4M | 12k | 120.12 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 344.32 |
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| Astrazeneca Ord (AZN) | 0.0 | $1.2M | 6.5k | 189.62 |
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| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 175.45 |
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| Netflix (NFLX) | 0.0 | $1.1M | 16k | 71.40 |
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| Target Corporation (TGT) | 0.0 | $1.0M | -4% | 7.8k | 130.62 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.0M | -60% | 4.1k | 242.43 |
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| Udr (UDR) | 0.0 | $933k | 23k | 39.92 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $905k | +65% | 1.2k | 747.52 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $903k | 4.8k | 188.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $697k | +39368% | 6.3k | 110.32 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $639k | 2.3k | 281.68 |
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| TowneBank (TOWN) | 0.0 | $593k | 16k | 36.24 |
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| General Dynamics Corporation (GD) | 0.0 | $587k | 1.7k | 354.24 |
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| Tesla Motors (TSLA) | 0.0 | $534k | 1.3k | 420.60 |
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| Live Nation Entertainment (LYV) | 0.0 | $509k | 2.8k | 183.11 |
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| Bank of America Corporation (BAC) | 0.0 | $458k | -2% | 8.0k | 56.98 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $441k | 22k | 20.06 |
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| Service Corporation International (SCI) | 0.0 | $420k | 5.5k | 75.96 |
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| Pfizer (PFE) | 0.0 | $411k | 17k | 24.08 |
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| Packaging Corporation of America (PKG) | 0.0 | $386k | 1.6k | 238.28 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $384k | -47% | 1.6k | 246.29 |
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| American Financial (AFG) | 0.0 | $378k | 2.7k | 139.94 |
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| Echostar Corp Cl A | 0.0 | $371k | 3.7k | 101.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $324k | 2.6k | 124.44 |
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| Merck & Co (MRK) | 0.0 | $281k | -7% | 2.2k | 128.53 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $163k | -19% | 537.00 | 302.96 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $161k | +22% | 392.00 | 409.60 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $123k | +1887% | 1.5k | 80.59 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $114k | 11k | 10.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $91k | +1515% | 614.00 | 148.38 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $48k | NEW | 422.00 | 112.81 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $45k | +483% | 105.00 | 428.11 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $4.2k | NEW | 49.00 | 86.53 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $3.1k | NEW | 35.00 | 89.37 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $1.3k | NEW | 8.00 | 159.50 |
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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 2026 Q2 filed Aug. 14, 2026
- 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