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Free — 5 of 151

Data as of Q4 2025

All position changes for LONDON CO OF VIRGINIA. Excludes unchanged positions.

Unique Stocks

151

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	AAPL Apple Inc	Decreased	2.4M	-2.7%	$656.8M	3.8%	0
2025-Q4	NSC Norfolk Southern Corp	Increased	1.8M	+0.3%	$522.8M	3.0%	58
2025-Q4	GLW Corning Inc	Decreased	5.8M	-2.2%	$509.9M	2.9%	0
2025-Q4	BRK/B Berkshire Hathaway Inc	Decreased	996,386	-2.7%	$500.8M	2.9%	0
2025-Q4	BLK Blackrock Inc	Decreased	421,889	-2.8%	$451.6M	2.6%	0
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