LC
LONDON CO OF VIRGINIA
LONDON CO OF VIRGINIA · Investor
1Y performance ⓘ
+13%
AUM (13F)
$16.2B
# of Holdings
166
3Y performance ⓘ
+39%
vs S&P 500 ⓘ
−40%
Updated
Mar 31
LONDON CO OF VIRGINIA's LONDON CO OF VIRGINIA holds 166 U.S.-equity positions worth $16.2B (SEC 13F, Q1 2026). Top positions: Apple Inc. 3.5%, BERKSHIRE HATHAWAY Class B 3.2%, Corning Incorporated 3.2%. 13F-replication return is +39% over 3 years (-40 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3.5% | 2.3M | $576M | ▼ 6.0% (−146K) | $164.90 | $332.30 (+102%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 3.2% | 1.1M | $519M | ▲ 8.6% (+86K) | $322.29 | $498.00 (+55%) | 2026-03-31 |
| GLW Corning Incorporated | 3.2% | 3.8M | $516M | ▼ 35% (−2.0M) | $46.63 | $152.85 (+228%) | 2026-03-31 |
| NSC Norfolk Southern Corp. | 3.0% | 1.7M | $488M | ▼ 6.1% (−111K) | $214.41 | $307.98 (+44%) | 2026-03-31 |
| D Dominion Energy, Inc Common Stock | 2.6% | 6.9M | $429M | ▲ 45% (+2.2M) | $57.59 | $59.87 (+4%) | 2026-03-31 |
| JNJ Johnson & Johnson | 2.4% | 1.6M | $392M | ▼ 6.6% (−114K) | $155.09 | $263.33 (+70%) | 2026-03-31 |
| CVX Chevron Corporation | 2.4% | 1.9M | $391M | ▼ 5.4% (−109K) | $158.84 | $204.47 (+29%) | 2026-03-31 |
| APD Air Products & Chemicals, Inc. | 2.4% | 1.3M | $382M | ▼ 3.1% (−42K) | $273.16 | $269.50 (−1%) | 2026-03-31 |
| BLK Blackrock, Inc. | 2.3% | 396K | $380M | ▼ 6.2% (−26K) | $1,025.11 | $1,065.93 (+4%) | 2026-03-31 |
| AER Aercap Holdings N.V. | 2.1% | 2.5M | $349M | ▼ 7.9% (−217K) | $58.11 | $142.58 (+145%) | 2026-03-31 |
| ENTG Entegris Inc | 2.1% | 3.0M | $347M | ▼ 6.7% (−214K) | $85.09 | $156.31 (+84%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 2.1% | 1.7M | $339M | ▼ 5.8% (−108K) | $186.01 | $280.60 (+51%) | 2026-03-31 |
| SCHW The Charles Schwab Corporation | 2.1% | 3.6M | $335M | ▼ 13% (−537K) | $54.24 | $97.72 (+80%) | 2026-03-31 |
| PM Philip Morris International Inc. | 2.1% | 2.0M | $334M | ▼ 6.4% (−138K) | $95.50 | $190.13 (+99%) | 2026-03-31 |
| PGR Progressive Corporation | 1.9% | 1.6M | $316M | ▼ 5.8% (−98K) | $143.06 | $207.93 (+45%) | 2026-03-31 |
| TEL TE Connectivity plc | 1.9% | 1.5M | $311M | ▼ 6.7% (−107K) | $149.38 | $211.69 (+42%) | 2026-03-31 |
| CINF Cincinnati Financial Corp | 1.8% | 1.9M | $297M | ▼ 8.0% (−163K) | $111.37 | $159.97 (+44%) | 2026-03-31 |
| NEU NewMarket Corporation | 1.8% | 461K | $296M | ▼ 6.5% (−32K) | $372.85 | $900.65 (+142%) | 2026-03-31 |
| LOW Lowe's Companies Inc. | 1.8% | 1.2M | $293M | ▼ 6.1% (−81K) | $199.97 | $182.12 (−9%) | 2026-03-31 |
| AWI Armstrong World Industries, Inc. | 1.8% | 1.7M | $284M | ▼ 7.7% (−143K) | $74.85 | $161.33 (+116%) | 2026-03-31 |
| CMI Cummins Inc. | 1.7% | 509K | $274M | ▼ 6.2% (−34K) | $422.37 | $515.00 (+22%) | 2026-03-31 |
| DLTR Dollar Tree Inc. | 1.6% | 2.3M | $252M | ▼ 9.4% (−238K) | $112.72 | $115.12 (+2%) | 2026-03-31 |
| CB Chubb Limited | 1.5% | 763K | $249M | ▼ 5.0% (−40K) | $291.49 | $326.67 (+12%) | 2026-03-31 |
| CSCO Cisco Systems, Inc. Common Stock (DE) | 1.5% | 3.2M | $246M | ▼ 6.8% (−231K) | $52.28 | $107.28 (+105%) | 2026-03-31 |
| NOC Northrop Grumman Corp. | 1.5% | 357K | $243M | ▼ 6.9% (−27K) | $448.42 | $484.88 (+8%) | 2026-03-31 |
| MO Altria Group, Inc. | 1.5% | 3.6M | $237M | ▼ 6.4% (−247K) | $44.62 | $67.16 (+51%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.5% | 639K | $237M | ▼ 6.3% (−43K) | $288.30 | $519.35 (+80%) | 2026-03-31 |
| KEYS Keysight Technologies, Inc. | 1.4% | 833K | $235M | ▼ 9.2% (−85K) | $158.92 | $365.31 (+130%) | 2026-03-31 |
| SGI Somnigroup International Inc. | 1.4% | 3.2M | $235M | ▼ 8.5% (−295K) | $60.25 | $61.70 (+2%) | 2026-03-31 |
| CHDN Churchill Downs Inc | 1.4% | 2.6M | $233M | ▼ 1.0% (−27K) | $122.57 | $75.15 (−39%) | 2026-03-31 |
| ALSN ALLISON TRANSMISSION HOLDINGS, INC. | 1.4% | 1.9M | $223M | ▼ 9.3% (−195K) | $47.44 | $112.79 (+138%) | 2026-03-31 |
| FAST Fastenal Co | 1.3% | 4.7M | $218M | ▼ 6.9% (−346K) | $26.97 | $49.46 (+83%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.3% | 747K | $214M | ▼ 7.2% (−58K) | $104.00 | $341.94 (+229%) | 2026-03-31 |
| SBUX Starbucks Corp | 1.2% | 2.3M | $203M | ▼ 11% (−270K) | $104.13 | $93.88 (−10%) | 2026-03-31 |
| UNF Unifirst Corp | 1.2% | 775K | $195M | ▼ 7.2% (−60K) | $177.17 | $253.26 (+43%) | 2026-03-31 |
| ODFL Old Dominion Freight Line | 1.2% | 965K | $188M | ▼ 6.4% (−66K) | $170.91 | $173.90 (+2%) | 2026-03-31 |
| MTB M&T Bank Corp. | 1.1% | 883K | $182M | ▼ 9.5% (−93K) | $123.03 | $214.71 (+75%) | 2026-03-31 |
| MC MOELIS & COMPANY | 1.0% | 2.9M | $166M | ▼ 5.2% (−158K) | $40.02 | $56.55 (+41%) | 2026-03-31 |
| COO The Cooper Companies, Inc. Common Stock | 1.0% | 2.2M | $160M | ▲ 7.8% (+163K) | $81.20 | $56.50 (−30%) | 2026-03-31 |
| VMC Vulcan Materials Company(Holding Company) | 1.0% | 585K | $159M | ▼ 9.5% (−62K) | $174.44 | $243.05 (+39%) | 2026-03-31 |
| ALLY Ally Financial Inc. | 0.9% | 3.9M | $153M | ▼ 9.5% (−410K) | $36.47 | $37.18 (+2%) | 2026-03-31 |
| STE STERIS plc | 0.9% | 671K | $148M | ▼ 9.4% (−70K) | $193.51 | $209.75 (+8%) | 2026-03-31 |
| QSR Restaurant Brands International Inc. | 0.9% | 2.0M | $148M | NEW (+2.0M) | $73.90 | $70.63 (−4%) | 2026-03-31 |
| POST POST HOLDINGS, INC. | 0.9% | 1.5M | $146M | ▼ 6.9% (−110K) | $90.99 | $72.65 (−20%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.9% | 524K | $142M | ▼ 10% (−59K) | $345.30 | $369.91 (+7%) | 2026-03-31 |
| CBRE CBRE GROUP, INC. | 0.8% | 995K | $135M | ▼ 9.2% (−101K) | $74.75 | $129.57 (+73%) | 2026-03-31 |
| BALL Ball Corporation | 0.8% | 2.3M | $135M | ▼ 9.1% (−228K) | $55.40 | $55.50 (+0%) | 2026-03-31 |
| LII Lennox International Inc. | 0.8% | 284K | $132M | ▼ 9.9% (−31K) | $264.10 | $354.44 (+34%) | 2026-03-31 |
| DPZ Domino's Pizza Inc. | 0.8% | 360K | $129M | NEW (+360K) | $358.79 | $297.71 (−17%) | 2026-03-31 |
| WTM White Mountains Insurance Group Ltd. | 0.8% | 57K | $126M | ▼ 2.7% (−2K) | $1,413.58 | $1,999.98 (+41%) | 2026-03-31 |
Showing top 50 of 166 holdings by value.
FAQ ▾
What are LONDON CO OF VIRGINIA's largest holdings?
As of the latest 13F: Apple Inc. 3.5%, BERKSHIRE HATHAWAY Class B 3.2%, Corning Incorporated 3.2%, Norfolk Southern Corp. 3.0%, Dominion Energy, Inc Common Stock 2.6%.
How big is LONDON CO OF VIRGINIA's 13F portfolio?
$16.2B across 166 disclosed U.S.-equity positions.
What is LONDON CO OF VIRGINIA's 3-year performance?
+39% (13F-replication, price return), -40 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.