How many shares of CHDN does LONDON CO OF VIRGINIA own?

As of 2026-Q2, LONDON CO OF VIRGINIA holds 2.5M shares of CHDN (CHURCHILL DOWNS INC).

What is LONDON CO OF VIRGINIA's CHDN position worth?

As of 2026-Q2, LONDON CO OF VIRGINIA's CHDN position is worth $220.9M.

In 2026-Q2, LONDON CO OF VIRGINIA decreased their CHDN position (-5.0% change in shares).

Based on available 13F filings, LONDON CO OF VIRGINIA first reported a position in CHDN in 2019-Q1. They have held the position across 30 quarters.

Position history for LONDON CO OF VIRGINIA's holdings in CHURCHILL DOWNS INC

Current Value

$220.9M

Current Shares

2.5M

Total Value Change

+$197.3M

Total Shares Change

+2.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.5M	-5.0%	$220.9M	1.3%	$89.64	0
2026-Q1	Decreased	2.6M	-1.0%	$233M	1.4%	$93.42	0
2025-Q4	Decreased	2.6M	-8.1%	$298.2M	1.7%	$113.78	0
2025-Q3	Decreased	2.9M	-4.8%	$276.5M	1.5%	$96.63	0
2025-Q2	Increased	3M	+38.7%	$302.4M	1.7%	$100.61	64
2025-Q1	Decreased	2.2M	-3.3%	$239.8M	1.4%	$110.64	0
2024-Q4	Decreased	2.2M	-0.7%	$298.2M	1.6%	$133.02	0
2024-Q3	Increased	2.2M	+3.8%	$304M	1.6%	$134.30	51
2024-Q2	Increased	2.2M	+25.3%	$302.3M	1.7%	$138.66	60
2024-Q1	Increased	1.7M	+0.9%	$213.9M	1.1%	$122.91	49
2023-Q4	Increased	1.7M	+0.5%	$231.1M	1.3%	$134.02	48
2023-Q3	Decreased	1.7M	-4.7%	$197.7M	1.2%	$114.87	0
2023-Q2	Increased	1.8M	+91.8%	$248.8M	1.4%	$137.77	77
2023-Q1	Decreased	932,151	-0.7%	$239.6M	1.4%	$127.23	0
2022-Q4	Decreased	938,291	-2.0%	$198.4M	1.2%	$104.65	0
2022-Q3	Decreased	957,075	-0.8%	$176.2M	1.1%	$90.86	0
2022-Q2	Decreased	964,417	-1.8%	$184.7M	1.1%	$94.50	0
2022-Q1	Increased	982,128	+1.1%	$217.8M	1.2%	$109.42	49
2021-Q4	Decreased	971,145	-4.6%	$233.9M	1.2%	$118.86	0
2021-Q3	Increased	1M	+112.2%	$244.5M	1.3%	$118.09	78
2021-Q2	Increased	479,976	+7.1%	$95.2M	0.5%	$97.52	45
2021-Q1	Decreased	448,292	-8.9%	$102M	0.6%	$111.86	0
2020-Q4	Decreased	492,244	-12.2%	$95.9M	0.6%	$95.81	0
2020-Q3	Decreased	560,786	-2.6%	$91.9M	0.7%	$80.30	0
2020-Q2	Increased	575,922	+1.8%	$76.7M	0.6%	$65.27	43
2020-Q1	Increased	566,004	+1.3%	$58.3M	0.6%	$50.46	42
2019-Q4	Increased	559,005	+89.5%	$76.7M	0.6%	$67.25	66
2019-Q3	Decreased	294,905	-2.7%	$36.4M	0.3%	$60.25	0
2019-Q2	Increased	303,059	+15.7%	$34.9M	0.3%	$56.15	40
2019-Q1	New	261,864	-	$23.6M	0.2%	$44.05	47