LONDON CO OF VIRGINIA Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$17.6B

Holdings

175

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$652.7B
AAPLAPPLE INC
$577.9B
PGRPROGRESSIVE CORP
$515.8B
APDAIR PRODS & CHEMS INC
$460.0B
FISFIDELITY NATL INFORMATION SV
$440.6B
BLKBLACKROCK INC
$429.0B
4I1PHILIP MORRIS INTL INC
$428.1B
AWIARMSTRONG WORLD INDS INC NEW
$383.1B
NSCNORFOLK SOUTHN CORP
$377.7B
TXNTEXAS INSTRS INC
$362.8B
AERAERCAP HOLDINGS NV
$349.1B
SCHWSCHWAB CHARLES CORP
$346.7B
CINFCINCINNATI FINL CORP
$337.1B
ENQENTEGRIS INC
$333.3B
LOWLOWES COS INC
$329.9B
NEUNEWMARKET CORP
$325.6B
8CWCROWN CASTLE INC
$316.3B
JNJJOHNSON & JOHNSON
$308.1B
SBUXSTARBUCKS CORP
$287.9B
CVXCHEVRON CORP NEW
$276.2B
MSFTMICROSOFT CORP
$272.7B
POSTPOST HLDGS INC
$263.5B
MOALTRIA GROUP INC
$247.8B
PAYXPAYCHEX INC
$245.2B
TELTE CONNECTIVITY PLC
$240.6B
CHRCHURCHILL DOWNS INC
$239.8B
ALSNALLISON TRANSMISSION HLDGS I
$234.6B
TPDSOMNIGROUP INTERNATIONAL INC
$226.3B
CSCOCISCO SYS INC
$225.6B
OTISOTIS WORLDWIDE CORP
$222.2B
WATWATERS CORP
$220.2B
DDOMINION ENERGY INC
$212.7B
NOCNORTHROP GRUMMAN CORP
$210.1B
FASTFASTENAL CO
$210.0B
GLWCORNING INC
$208.5B
LIILENNOX INTL INC
$207.4B
MCMOELIS & CO
$206.8B
MTBM & T BK CORP
$203.5B
CPRTCOPART INC
$199.4B
STESTERIS PLC
$196.0B
ODFLOLD DOMINION FREIGHT LINE IN
$194.7B
ALLYALLY FINL INC
$184.0B
VMCVULCAN MATLS CO
$175.9B
BRKRBRUKER CORP
$172.8B
UNFUNIFIRST CORP MASS
$170.5B
CBRECBRE GROUP INC
$167.1B
POOLPOOL CORP
$163.8B
KEYSKEYSIGHT TECHNOLOGIES INC
$160.3B
ATRAPTARGROUP INC
$157.7B
BALLBALL CORP
$152.3B
GOOGALPHABET INC
$150.8B
DLTRDOLLAR TREE INC
$141.2B
APHAMPHENOL CORP NEW
$139.6B
LWLAMB WESTON HLDGS INC
$134.7B
UPSUNITED PARCEL SERVICE INC
$133.5B
WTMWHITE MTNS INS GROUP LTD
$133.2B
DEODIAGEO PLC
$112.9B
CMCSACOMCAST CORP NEW
$112.2B
AWMSKYWORKS SOLUTIONS INC
$111.0B
VVISA INC
$108.3B
MUSAMURPHY USA INC
$96.8B
MLMMARTIN MARIETTA MATLS INC
$89.3B
FISVFISERV INC
$87.1B
THGHANOVER INS GROUP INC
$81.6B
RSGREPUBLIC SVCS INC
$81.3B
MZTILANCASTER COLONY CORP
$79.3B
ORLYOREILLY AUTOMOTIVE INC
$76.6B
CWSTCASELLA WASTE SYS INC
$72.7B
CBCHUBB LIMITED
$71.6B
QLYSQUALYS INC
$58.9B
FDXFEDEX CORP
$54.6B
CACCCREDIT ACCEP CORP MICH
$53.2B
CHDCHURCH & DWIGHT CO INC
$52.8B
FRFIRST INDL RLTY TR INC
$52.7B
TSAACI WORLDWIDE INC
$49.9B
JKHYHENRY JACK & ASSOC INC
$48.3B
BF/BBROWN FORMAN CORP
$47.5B
BRBROADRIDGE FINL SOLUTIONS IN
$46.5B
AXTAAXALTA COATING SYS LTD
$45.5B
DECKDECKERS OUTDOOR CORP
$38.3B
LSTRLANDSTAR SYS INC
$37.2B
ZBRAZEBRA TECHNOLOGIES CORPORATI
$36.6B
EPRTESSENTIAL PPTYS RLTY TR INC
$36.0B
MATXMATSON INC
$35.0B
GOLFACUSHNET HLDGS CORP
$31.5B
TTCTORO CO
$30.8B
VNTVONTIER CORPORATION
$30.6B
PAHUSDELEMENT SOLUTIONS INC
$30.3B
AUBATLANTIC UN BANKSHARES CORP
$28.6B
CCCCCC INTELLIGENT SOLUTIONS HL
$28.4B
GTESGATES INDL CORP PLC
$28.3B
ATKRATKORE INC
$27.4B
GHCGRAHAM HLDGS CO
$26.1B
CTSCTS CORP
$25.2B
RVLVREVOLVE GROUP INC
$24.7B
TREXTREX CO INC
$24.6B
SAIASAIA INC
$24.3B
REYNREYNOLDS CONSUMER PRODS INC
$23.7B
MTNVAIL RESORTS INC
$23.7B
IJHISHARES TR
$20.4B
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