LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q3 2024
Top Holdings169 positions
APPLE INC | 2.8M | $652.8M | 3.4% | $50.30 | +359.39% | 23 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.3M | $610.2M | 3.2% | $206.09 | +123.33% | 23 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 6.4M | $533.4M | 2.8% | $68.06 | +16.10% | 11 qtrssince 2022-Q1 | Decreased 0 |
AIR PRODUCTS AND CHEMICALS I | 1.7M | $501.9M | 2.6% | $206.29 | +36.29% | 20 qtrssince 2019-Q4 | Decreased 0 |
PROGRESSIVE CORP | 2M | $500M | 2.6% | $81.77 | +185.42% | 23 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 516,046 | $490M | 2.6% | $396.48 | +186.11% | 23 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRS INC | 2.2M | $453.6M | 2.4% | $101.53 | +92.53% | 23 qtrssince 2019-Q1 | Decreased 0 |
NORFOLK SOUTHN CORP | 1.7M | $428.4M | 2.3% | $169.57 | +40.91% | 23 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 1.5M | $416.7M | 2.2% | $101.60 | +156.26% | 23 qtrssince 2019-Q1 | Decreased 0 |
CROWN CASTLE INC | 3.3M | $387.4M | 2.0% | $101.24 | +5.53% | 23 qtrssince 2019-Q1 | Decreased 0 |
ARMSTRONG WORLD INDS INC NEW | 2.8M | $370.4M | 2.0% | $78.21 | +65.48% | 23 qtrssince 2019-Q1 | Increased 51 |
PHILIP MORRIS INTL INC | 3M | $358.2M | 1.9% | $67.75 | +66.83% | 23 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 3.1M | $343.3M | 1.8% | $52.98 | +110.75% | 23 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 791,988 | $340.8M | 1.8% | $124.72 | +239.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.1M | $340.1M | 1.8% | $122.32 | +25.52% | 23 qtrssince 2019-Q1 | Decreased 0 |
AERCAP HOLDINGS NV | 3.5M | $336M | 1.8% | $59.90 | +55.27% | 13 qtrssince 2021-Q3 | Increased 51 |
CINCINNATI FINL CORP | 2.5M | $333.9M | 1.8% | $69.79 | +87.43% | 23 qtrssince 2019-Q1 | Decreased 0 |
NEWMARKET CORP | 593,355 | $327.5M | 1.7% | $367.87 | +45.07% | 23 qtrssince 2019-Q1 | Increased 50 |
CHARLES SCHWAB CORP (THE) | 4.8M | $310.1M | 1.6% | $49.64 | +27.28% | 23 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 3.2M | $309.9M | 1.6% | $78.94 | +17.43% | 23 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $19B across 169 positions as of Q3 2024. Top holdings: AAPL (3.4%), BRK/B (3.2%), FIS (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 3 new positions, exited 5, increased 78, trimmed 57. Top move: AWI (INCREASED, conviction 51). Portfolio: $19.0B across 169 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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