LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q2 2024
Top Holdings171 positions
Apple Inc | 3M | $625.1M | 3.5% | $50.30 | +314.79% | 22 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 1.4M | $571.1M | 3.2% | $206.09 | +97.39% | 22 qtrssince 2019-Q1 | Decreased 0 |
Fidelity National Information | 6.6M | $495.3M | 2.8% | $68.06 | +4.02% | 10 qtrssince 2022-Q1 | Decreased 0 |
Air Products & Chemicals Inc | 1.8M | $462.6M | 2.6% | $206.29 | +17.31% | 19 qtrssince 2019-Q4 | Increased 56 |
Texas Instruments Inc | 2.3M | $456.5M | 2.6% | $101.53 | +80.14% | 22 qtrssince 2019-Q1 | Decreased 0 |
Progressive Corp/The | 2.1M | $436M | 2.4% | $81.77 | +133.52% | 22 qtrssince 2019-Q1 | Decreased 0 |
BlackRock Inc | 549,003 | $432.2M | 2.4% | $396.48 | +92.49% | 22 qtrssince 2019-Q1 | Decreased 0 |
Entegris Inc | 3M | $399.7M | 2.2% | $51.01 | +163.15% | 22 qtrssince 2019-Q1 | Increased 54 |
Norfolk Southern Corp | 1.8M | $390.5M | 2.2% | $169.57 | +21.07% | 22 qtrssince 2019-Q1 | Increased 53 |
Microsoft Corp | 850,337 | $380.1M | 2.1% | $124.72 | +252.14% | 22 qtrssince 2019-Q1 | Decreased 0 |
The Charles Schwab Corp | 5.1M | $378.6M | 2.1% | $49.64 | +44.15% | 22 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 1.6M | $362.5M | 2.0% | $101.60 | +107.57% | 22 qtrssince 2019-Q1 | Decreased 0 |
Crown Castle International Cor | 3.3M | $324.8M | 1.8% | $101.24 | -14.23% | 22 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 2.2M | $323.9M | 1.8% | $122.32 | +12.35% | 22 qtrssince 2019-Q1 | Decreased 0 |
Philip Morris International In | 3.2M | $319.8M | 1.8% | $67.75 | +37.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
AerCap Holdings NV | 3.4M | $318.6M | 1.8% | $58.64 | +55.61% | 12 qtrssince 2021-Q3 | Decreased 0 |
ARMSTRONG WORLD INDS INC NEW | 2.7M | $309.4M | 1.7% | $76.58 | +45.26% | 22 qtrssince 2019-Q1 | Increased 49 |
Merck & Co Inc | 2.5M | $309.3M | 1.7% | $63.94 | +80.17% | 22 qtrssince 2019-Q1 | Decreased 0 |
CHURCHILL DOWNS INC | 2.2M | $302.3M | 1.7% | $100.49 | +37.98% | 22 qtrssince 2019-Q1 | Increased 60 |
Chevron Corp | 1.9M | $301.1M | 1.7% | $93.63 | +53.38% | 22 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $17.8B across 171 positions as of Q2 2024. Top holdings: AAPL (3.5%), BRK/B (3.2%), FIS (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 9 new positions, 5 exits, 65 increased. Top move: CHDN (INCREASED, conviction 60). Portfolio: $17.8B across 171 positions.
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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
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