LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q1 2026
Top Holdings167 positions
APPLE | 2.3M | $576.1M | 3.5% | $50.30 | +403.67% | 29 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY B | 1.1M | $518.6M | 3.2% | $227.75 | +110.40% | 29 qtrssince 2019-Q1 | Increased 63 |
CORNING INC | 3.8M | $516.1M | 3.2% | $45.55 | +197.46% | 29 qtrssince 2019-Q1 | Decreased 0 |
NORFOLK SOUTHN CORP | 1.7M | $488M | 3.0% | $180.84 | +57.40% | 29 qtrssince 2019-Q1 | Decreased 0 |
DOMINION ENERGY INC | 6.9M | $429.2M | 2.6% | $56.91 | +6.47% | 29 qtrssince 2019-Q1 | Increased 73 |
JOHNSON & JOHNSON | 1.6M | $392.2M | 2.4% | $122.62 | +97.24% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 1.9M | $391.5M | 2.4% | $102.22 | +98.84% | 29 qtrssince 2019-Q1 | Decreased 0 |
AIR PRODUCTS AND CHEMICALS I | 1.3M | $382.5M | 2.4% | $206.29 | +38.17% | 26 qtrssince 2019-Q4 | Decreased 0 |
BLACKROCK | 395,591 | $380.5M | 2.3% | $988.29 | -3.73% | 6 qtrssince 2024-Q4 | Decreased 0 |
AERCAP HOLDINGS NV | 2.5M | $349M | 2.2% | $59.90 | +127.78% | 19 qtrssince 2021-Q3 | Decreased 0 |
ENTEGRIS INC COM | 3M | $346.5M | 2.1% | $59.98 | +95.17% | 29 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRS INC | 1.7M | $339M | 2.1% | $101.53 | +89.28% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHARLES SCHWAB | 3.6M | $335.4M | 2.1% | $49.64 | +88.11% | 29 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTL INC | 2M | $334M | 2.1% | $67.75 | +139.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 1.6M | $316M | 1.9% | $81.77 | +142.08% | 29 qtrssince 2019-Q1 | Decreased 0 |
TE CONNECTIVITY PLC | 1.5M | $311.4M | 1.9% | $145.49 | +42.56% | 7 qtrssince 2024-Q3 | Decreased 0 |
CINCINNATI FINL CORP | 1.9M | $297M | 1.8% | $69.79 | +124.24% | 29 qtrssince 2019-Q1 | Decreased 0 |
NEWMARKET CORP | 461,027 | $295.5M | 1.8% | $367.87 | +73.01% | 29 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 1.2M | $292.9M | 1.8% | $100.96 | +130.02% | 29 qtrssince 2019-Q1 | Decreased 0 |
ARMSTRONG WORLD INDS INC NEW | 1.7M | $284M | 1.7% | $78.21 | +109.89% | 29 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $16.2B across 167 positions as of Q1 2026. Top holdings: AAPL (3.5%), BRK/B (3.2%), GLW (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 9 exits, 25 increased. Top move: D (INCREASED, conviction 73). Portfolio: $16.2B across 167 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