LONDON CO OF VIRGINIA Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$17.7T
Holdings
174
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,547,704 | $522.7B | 2.96% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,050,644 | $510.4B | 2.89% | |
| 3 | PGRPROGRESSIVE CORP | 1,778,506 | $474.6B | 2.69% | |
| 4 | NSCNORFOLK SOUTHN CORP | 1,844,928 | $472.3B | 2.67% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 5,726,352 | $466.2B | 2.64% | |
| 6 | BLKBLACKROCK INC | 443,231 | $465.1B | 2.63% | |
| 7 | APDAIR PRODS & CHEMS INC | 1,524,506 | $430.0B | 2.43% | |
| 8 | TXNTEXAS INSTRS INC | 1,969,214 | $408.9B | 2.31% | |
| 9 | 4I1PHILIP MORRIS INTL INC | 2,228,823 | $405.9B | 2.30% | |
| 10 | SCHWSCHWAB CHARLES CORP | 4,323,063 | $394.4B | 2.23% | |
| 11 | NEUNEWMARKET CORP | 553,479 | $382.4B | 2.16% | |
| 12 | AWIARMSTRONG WORLD INDS INC NEW | 2,300,944 | $373.8B | 2.11% | |
| 13 | AERAERCAP HOLDINGS NV | 3,174,167 | $371.4B | 2.10% | |
| 14 | MSFTMICROSOFT CORP | 710,449 | $353.4B | 2.00% | |
| 15 | CINFCINCINNATI FINL CORP | 2,208,621 | $328.9B | 1.86% | |
| 16 | GLWCORNING INC | 5,979,292 | $314.5B | 1.78% | |
| 17 | LOWLOWES COS INC | 1,383,655 | $307.0B | 1.74% | |
| 18 | CHRCHURCHILL DOWNS INC | 2,994,070 | $302.4B | 1.71% | |
| 19 | 8CWCROWN CASTLE INC | 2,943,532 | $302.4B | 1.71% | |
| 20 | CVXCHEVRON CORP NEW | 2,106,634 | $301.7B | 1.71% | |
| 21 | ENQENTEGRIS INC | 3,674,950 | $296.4B | 1.68% | |
| 22 | TELTE CONNECTIVITY PLC | 1,674,057 | $282.4B | 1.60% | |
| 23 | DLTRDOLLAR TREE INC | 2,840,104 | $281.3B | 1.59% | |
| 24 | DDOMINION ENERGY INC | 4,965,699 | $280.7B | 1.59% | |
| 25 | JNJJOHNSON & JOHNSON | 1,810,203 | $276.5B | 1.56% | |
| 26 | TPDSOMNIGROUP INTERNATIONAL INC | 3,957,172 | $269.3B | 1.52% | |
| 27 | SBUXSTARBUCKS CORP | 2,857,196 | $261.8B | 1.48% | |
| 28 | CSCOCISCO SYS INC | 3,556,256 | $246.7B | 1.40% | |
| 29 | MOALTRIA GROUP INC | 4,028,394 | $236.2B | 1.34% | |
| 30 | PAYXPAYCHEX INC | 1,546,258 | $224.9B | 1.27% | |
| 31 | ALSNALLISON TRANSMISSION HLDGS I | 2,350,571 | $223.3B | 1.26% | |
| 32 | FASTFASTENAL CO | 5,268,327 | $221.3B | 1.25% | |
| 33 | CBCHUBB LIMITED | 737,090 | $213.6B | 1.21% | |
| 34 | MCMOELIS & CO | 3,416,998 | $212.9B | 1.20% | |
| 35 | MTBM & T BK CORP | 1,091,696 | $211.8B | 1.20% | |
| 36 | OTISOTIS WORLDWIDE CORP | 2,068,624 | $204.8B | 1.16% | |
| 37 | WATWATERS CORP | 580,436 | $202.6B | 1.15% | |
| 38 | LIILENNOX INTL INC | 353,027 | $202.4B | 1.15% | |
| 39 | APHAMPHENOL CORP NEW | 2,043,806 | $201.8B | 1.14% | |
| 40 | POSTPOST HLDGS INC | 1,843,235 | $201.0B | 1.14% | |
| 41 | NOCNORTHROP GRUMMAN CORP | 399,361 | $199.7B | 1.13% | |
| 42 | STESTERIS PLC | 828,686 | $199.1B | 1.13% | |
| 43 | VMCVULCAN MATLS CO | 723,104 | $188.6B | 1.07% | |
| 44 | ALLYALLY FINL INC | 4,830,152 | $188.1B | 1.06% | |
| 45 | ODFLOLD DOMINION FREIGHT LINE IN | 1,145,472 | $185.9B | 1.05% | |
| 46 | UNFUNIFIRST CORP MASS | 947,077 | $178.3B | 1.01% | |
| 47 | CBRECBRE GROUP INC | 1,226,944 | $171.9B | 0.97% | |
| 48 | GOOGALPHABET INC | 953,546 | $169.1B | 0.96% | |
| 49 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,027,020 | $168.3B | 0.95% | |
| 50 | BRKRBRUKER CORP | 4,023,813 | $165.8B | 0.94% | |
| 51 | CPRTCOPART INC | 3,374,056 | $165.6B | 0.94% | |
| 52 | ATRAPTARGROUP INC | 1,021,281 | $159.8B | 0.90% | |
| 53 | BALLBALL CORP | 2,810,356 | $157.6B | 0.89% | |
| 54 | POOLPOOL CORP | 492,958 | $143.7B | 0.81% | |
| 55 | LWLAMB WESTON HLDGS INC | 2,490,353 | $129.1B | 0.73% | |
| 56 | WTMWHITE MTNS INS GROUP LTD | 68,770 | $123.5B | 0.70% | |
| 57 | VVISA INC | 305,114 | $108.3B | 0.61% | |
| 58 | DEODIAGEO PLC | 1,059,765 | $106.9B | 0.60% | |
| 59 | MLMMARTIN MARIETTA MATLS INC | 185,034 | $101.6B | 0.57% | |
| 60 | MUSAMURPHY USA INC | 204,814 | $83.3B | 0.47% | |
| 61 | RSGREPUBLIC SVCS INC | 331,206 | $81.7B | 0.46% | |
| 62 | THGHANOVER INS GROUP INC | 466,726 | $79.3B | 0.45% | |
| 63 | MZTILANCASTER COLONY CORP | 450,347 | $77.8B | 0.44% | |
| 64 | CWSTCASELLA WASTE SYS INC | 649,499 | $74.9B | 0.42% | |
| 65 | ORLYOREILLY AUTOMOTIVE INC | 794,815 | $71.6B | 0.41% | |
| 66 | QLYSQUALYS INC | 469,977 | $67.1B | 0.38% | |
| 67 | FISVFISERV INC | 387,074 | $66.7B | 0.38% | |
| 68 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 188,819 | $58.2B | 0.33% | |
| 69 | CACCCREDIT ACCEP CORP MICH | 102,823 | $52.4B | 0.30% | |
| 70 | FDXFEDEX CORP | 220,001 | $50.0B | 0.28% | |
| 71 | JKHYHENRY JACK & ASSOC INC | 263,088 | $47.4B | 0.27% | |
| 72 | FRFIRST INDL RLTY TR INC | 968,132 | $46.6B | 0.26% | |
| 73 | CHDCHURCH & DWIGHT CO INC | 472,270 | $45.4B | 0.26% | |
| 74 | TSAACI WORLDWIDE INC | 907,270 | $41.7B | 0.24% | |
| 75 | AXTAAXALTA COATING SYS LTD | 1,357,802 | $40.3B | 0.23% | |
| 76 | BF/BBROWN FORMAN CORP | 1,331,911 | $35.8B | 0.20% | |
| 77 | DECKDECKERS OUTDOOR CORP | 344,562 | $35.5B | 0.20% | |
| 78 | GTESGATES INDL CORP PLC | 1,530,353 | $35.2B | 0.20% | |
| 79 | EPRTESSENTIAL PPTYS RLTY TR INC | 1,100,587 | $35.1B | 0.20% | |
| 80 | LSTRLANDSTAR SYS INC | 248,326 | $34.5B | 0.20% | |
| 81 | VNTVONTIER CORPORATION | 925,584 | $34.2B | 0.19% | |
| 82 | GOLFACUSHNET HLDGS CORP | 457,038 | $33.3B | 0.19% | |
| 83 | ATKRATKORE INC | 453,903 | $32.0B | 0.18% | |
| 84 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,367,157 | $31.7B | 0.18% | |
| 85 | TTCTORO CO | 444,350 | $31.4B | 0.18% | |
| 86 | MATXMATSON INC | 272,128 | $30.3B | 0.17% | |
| 87 | PAHUSDELEMENT SOLUTIONS INC | 1,285,331 | $29.1B | 0.16% | |
| 88 | AUBATLANTIC UN BANKSHARES CORP | 916,674 | $28.7B | 0.16% | |
| 89 | SAIASAIA INC | 104,245 | $28.6B | 0.16% | |
| 90 | IPARINTERPARFUMS INC | 210,542 | $27.6B | 0.16% | |
| 91 | CTSCTS CORP | 601,102 | $25.6B | 0.14% | |
| 92 | GHCGRAHAM HLDGS CO | 27,046 | $25.6B | 0.14% | |
| 93 | BRBROADRIDGE FINL SOLUTIONS IN | 104,670 | $25.4B | 0.14% | |
| 94 | NVDANVIDIA CORPORATION | 159,200 | $25.2B | 0.14% | |
| 95 | MTNVAIL RESORTS INC | 151,680 | $23.8B | 0.13% | |
| 96 | TREXTREX CO INC | 425,860 | $23.2B | 0.13% | |
| 97 | RVLVREVOLVE GROUP INC | 1,145,791 | $23.0B | 0.13% | |
| 98 | PLUSEPLUS INC | 301,615 | $21.7B | 0.12% | |
| 99 | PSMTPRICESMART INC | 206,246 | $21.7B | 0.12% | |
| 100 | HAEHAEMONETICS CORP MASS | 286,515 | $21.4B | 0.12% |
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