LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q2 2026
Top Holdings169 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CORNING INC | 3.2M | $822.5M | 4.7% | $45.66 | +234.60% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $636.4M | 3.6% | $88.54 | +254.01% | 30 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $531.7M | 3.0% | $227.54 | +121.90% | 30 qtrssince 2019-Q1 | Decreased 0 |
NORFOLK SOUTHERN CORP | 1.7M | $520M | 3.0% | $180.84 | +95.02% | 30 qtrssince 2019-Q1 | Decreased 0 |
DOMINION RESOURCES INC/VA | 6.8M | $466.7M | 2.7% | $57.49 | +16.40% | 30 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1.5M | $461.7M | 2.6% | $101.53 | +157.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 2.5M | $447.8M | 2.6% | $59.98 | +137.52% | 30 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $393.6M | 2.2% | $122.62 | +120.20% | 30 qtrssince 2019-Q1 | Decreased 0 |
NEWMARKET CORP | 488,482 | $386.5M | 2.2% | $396.74 | +133.24% | 30 qtrssince 2019-Q1 | Increased 57 |
AIR PRODUCTS & CHEMICALS INC | 1.3M | $375.6M | 2.1% | $207.64 | +47.69% | 27 qtrssince 2019-Q4 | Decreased 0 |
BLACKROCK INC | 383,099 | $368.4M | 2.1% | $1,006.79 | +16.53% | 7 qtrssince 2024-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 3.1M | $362.3M | 2.1% | $43.35 | +159.18% | 30 qtrssince 2019-Q1 | Decreased 0 |
AERCAP HOLDINGS NV | 2.4M | $353.3M | 2.0% | $59.90 | +150.15% | 20 qtrssince 2021-Q3 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 2M | $353.1M | 2.0% | $69.69 | +178.53% | 30 qtrssince 2019-Q1 | Decreased 0 |
CUMMINS INC | 492,548 | $351.3M | 2.0% | $417.83 | +38.37% | 4 qtrssince 2025-Q3 | Decreased 0 |
PROGRESSIVE CORP | 1.5M | $338.4M | 1.9% | $82.28 | +170.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 1.8M | $336.4M | 1.9% | $69.79 | +147.00% | 30 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 3.5M | $318.6M | 1.8% | $49.64 | +120.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
REPUBLIC SERVICES INC | 1.5M | $318.6M | 1.8% | $199.18 | +11.55% | 13 qtrssince 2023-Q2 | Increased 79 |
CHEVRON CORP | 1.8M | $302.9M | 1.7% | $103.11 | +94.17% | 30 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $17.5B across 169 positions as of Q2 2026. Top holdings: GLW (4.7%), AAPL (3.6%), BRK/B (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 5 exits, 23 increased. Top move: RSG (INCREASED, conviction 79). Portfolio: $17.5B across 169 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR