LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q4 2025
Top Holdings170 positions
Apple Inc | 2.4M | $656.8M | 3.8% | $50.30 | +439.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
Norfolk Southern Corp | 1.8M | $522.8M | 3.0% | $180.84 | +57.64% | 28 qtrssince 2019-Q1 | Increased 58 |
Corning Inc | 5.8M | $509.9M | 2.9% | $45.55 | +91.20% | 28 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc Cl B | 996,386 | $500.8M | 2.9% | $206.09 | +143.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
BlackRock Inc | 421,889 | $451.6M | 2.6% | $1,006.79 | +7.60% | 5 qtrssince 2024-Q4 | Decreased 0 |
The Charles Schwab Corporation | 4.1M | $410.2M | 2.4% | $49.64 | +99.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
AERCAP HOLDINGS NV | 2.8M | $397M | 2.3% | $59.90 | +138.07% | 18 qtrssince 2021-Q3 | Decreased 0 |
Progressive Corp Ohio | 1.7M | $385.4M | 2.2% | $81.77 | +161.47% | 28 qtrssince 2019-Q1 | Decreased 0 |
TE Connectivity PLC | 1.6M | $363.4M | 2.1% | $145.49 | +54.69% | 6 qtrssince 2024-Q3 | Decreased 0 |
Armstrong World Inds | 1.9M | $356.6M | 2.1% | $78.21 | +142.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 1.7M | $355.6M | 2.1% | $122.62 | +66.11% | 28 qtrssince 2019-Q1 | Decreased 0 |
Philip Morris Intl Inc | 2.2M | $346.1M | 2.0% | $67.75 | +130.75% | 28 qtrssince 2019-Q1 | Decreased 0 |
Newmarket Corp | 492,820 | $338.7M | 2.0% | $367.87 | +84.56% | 28 qtrssince 2019-Q1 | Decreased 0 |
Air Prods & Chems Inc | 1.4M | $335.5M | 1.9% | $206.29 | +16.64% | 25 qtrssince 2019-Q4 | Decreased 0 |
Cincinnati Financial Corp | 2.1M | $334.9M | 1.9% | $69.79 | +131.38% | 28 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 682,175 | $329.9M | 1.9% | $124.72 | +285.31% | 28 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc | 1.9M | $321.7M | 1.9% | $101.53 | +68.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
Lowes Cos Inc | 1.3M | $318.4M | 1.8% | $101.60 | +133.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
Dollar Tree Inc | 2.5M | $312.2M | 1.8% | $92.74 | +32.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
Somnigroup International Inc | 3.5M | $310.1M | 1.8% | $43.48 | +103.89% | 28 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $17.3B across 170 positions as of Q4 2025. Top holdings: AAPL (3.8%), NSC (3.0%), GLW (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 4 new positions, 8 exits, 22 increased. Top move: NSC (INCREASED, conviction 58). Portfolio: $17.3B across 170 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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