LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q1 2025
Top Holdings175 positions
BERKSHIRE HATHAWAY INC DEL | 1.2M | $652.7M | 3.7% | $206.09 | +158.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.6M | $577.9M | 3.3% | $50.30 | +338.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 1.8M | $515.8M | 2.9% | $81.77 | +224.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
AIR PRODUCTS AND CHEMICALS I | 1.6M | $460M | 2.6% | $206.29 | +36.64% | 22 qtrssince 2019-Q4 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 5.9M | $440.6M | 2.5% | $68.06 | +4.56% | 13 qtrssince 2022-Q1 | Decreased 0 |
BLACKROCK INC | 453,280 | $429M | 2.4% | $1,006.79 | -7.35% | 2 qtrssince 2024-Q4 | Decreased 0 |
PHILIP MORRIS INTL INC | 2.7M | $428.1M | 2.4% | $67.75 | +122.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
ARMSTRONG WORLD INDS INC NEW | 2.7M | $383.1M | 2.2% | $78.21 | +78.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
NORFOLK SOUTHN CORP | 1.6M | $377.7M | 2.2% | $169.57 | +35.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRS INC | 2M | $362.8M | 2.1% | $101.53 | +69.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
AERCAP HOLDINGS NV | 3.4M | $349.1M | 2.0% | $59.90 | +68.39% | 15 qtrssince 2021-Q3 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 4.4M | $346.7M | 2.0% | $49.64 | +54.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINL CORP | 2.3M | $337.1M | 1.9% | $69.79 | +105.79% | 25 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 3.8M | $333.3M | 1.9% | $59.98 | +45.01% | 25 qtrssince 2019-Q1 | Increased 60 |
LOWES COS INC | 1.4M | $329.9M | 1.9% | $101.60 | +122.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
NEWMARKET CORP | 574,827 | $325.6M | 1.9% | $367.87 | +50.37% | 25 qtrssince 2019-Q1 | Decreased 0 |
CROWN CASTLE INC | 3M | $316.3M | 1.8% | $101.21 | -4.18% | 25 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 1.9M | $308.1M | 1.8% | $122.62 | +30.19% | 25 qtrssince 2019-Q1 | Increased 49 |
STARBUCKS CORP | 2.9M | $287.9M | 1.6% | $78.94 | +19.52% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 1.7M | $276.2M | 1.6% | $93.63 | +69.42% | 25 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $17.6B across 175 positions as of Q1 2025. Top holdings: BRK/B (3.7%), AAPL (3.3%), PGR (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 8 new positions, 2 exits, 30 increased. Top move: ENTG (INCREASED, conviction 60). Portfolio: $17.6B across 175 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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