LONDON CO OF VIRGINIA

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$17.3B

Total Positions

170

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.79%

NSC3.02%

GLW2.94%

BRK/B2.89%

BLK2.61%

SCHW2.37%

AER2.29%

PGR2.22%

TEL2.10%

AWI2.06%

Other27.29%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LLY28Q held

Eli Lilly & Co

Avg $161.45 · $21.8M est. P&L

Est. P&L

+567.65%

COST28Q held

Costco Wholesale Corp

Avg $219.52 · $1.1M est. P&L

Est. P&L

+293.80%

MSFT28Q held

Microsoft Corp

Avg $125.72 · $246.8M est. P&L

Est. P&L

+287.76%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 170 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	2.4M	$656.8M	3.8%	—	$87.88	+210.45%	28 qtrs	Decreased 0
NSC Norfolk Southern Corp	1.8M	$522.8M	3.0%	—	$182.40	+58.35%	28 qtrs	Increased 58
GLW Corning Inc	5.8M	$509.9M	2.9%	—	$45.66	+94.61%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	996,386	$500.8M	2.9%	—	—	—	28 qtrs	Decreased 0
BLK Blackrock Inc	421,889	$451.6M	2.6%	—	$1,006.79	+7.60%	5 qtrs	Decreased 0
SCHW Charles Schwab Corp/The	4.1M	$410.2M	2.4%	—	$50.16	+99.76%	28 qtrs	Decreased 0
AER AERCAP HOLDINGS NV	2.8M	$397M	2.3%	—	$60.69	+137.51%	18 qtrs	Decreased 0
PGR Progressive Corp/The	1.7M	$385.4M	2.2%	—	$82.28	+162.80%	28 qtrs	Decreased 0
TEL TE Connectivity PLC	1.6M	$363.4M	2.1%	—	$147.24	+56.47%	6 qtrs	Decreased 0
AWI Armstrong World Industries Inc	1.9M	$356.6M	2.1%	—	$78.64	+144.52%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	1.7M	$355.6M	2.1%	—	$124.19	+66.61%	28 qtrs	Decreased 0
PM Philip Morris International Inc	2.2M	$346.1M	2.0%	—	$69.69	+132.40%	28 qtrs	Decreased 0
NEU NewMarket Corp	492,820	$338.7M	2.0%	—	$373.24	+87.00%	28 qtrs	Decreased 0
APD Air Products and Chemicals Inc	1.4M	$335.5M	1.9%	—	$211.76	+16.65%	25 qtrs	Decreased 0
CINF Cincinnati Financial Corp	2.1M	$334.9M	1.9%	—	$70.56	+133.77%	28 qtrs	Decreased 0
MSFT Microsoft Corp	682,175	$329.9M	1.9%	—	$125.72	+287.76%	28 qtrs	Decreased 0
TXN Texas Instruments Inc	1.9M	$321.7M	1.9%	—	$102.25	+70.44%	28 qtrs	Decreased 0
LOW Lowe's Cos Inc	1.3M	$318.4M	1.8%	—	$102.76	+135.59%	28 qtrs	Decreased 0
DLTR Dollar Tree Inc	2.5M	$312.2M	1.8%	—	$93.80	+32.22%	28 qtrs	Decreased 0
SGI Somnigroup International Inc	3.5M	$310.1M	1.8%	—	$45.15	+100.00%	28 qtrs	Decreased 0
CVX Chevron Corp	2M	$304.9M	1.8%	—	$103.90	+45.17%	28 qtrs	Decreased 0
CHDN Churchill Downs Inc	2.6M	$298.2M	1.7%	—	$112.84	+1.60%	28 qtrs	Decreased 0
D Dominion Energy Inc	4.8M	$280M	1.6%	—	$56.79	+4.00%	28 qtrs	Decreased 0
CMI Cummins Inc	542,656	$277M	1.6%	—	$417.63	+22.98%	2 qtrs	Decreased 0
ENTG Entegris Inc	3.2M	$267M	1.5%	—	$61.08	+41.82%	28 qtrs	Decreased 0
Showing 25 of 170 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CRHCRH PLC

Q2 2024 → Q4 2025+38,342 shares+$4.9M

TSMTAIWAN SEMICONDUCTOR MFG LTD

Q1 2025 → Q4 2025+14,120 shares+$4.4M

IWRISHARES TR

Q2 2025 → Q4 2025+6,493 shares+$625,154

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer