LONDON CO OF VIRGINIA Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$17.7B

Holdings

174

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
AAPLAPPLE INC
$522.7B
BRK/BBERKSHIRE HATHAWAY INC DEL
$510.4B
PGRPROGRESSIVE CORP
$474.6B
NSCNORFOLK SOUTHN CORP
$472.3B
FISFIDELITY NATL INFORMATION SV
$466.2B
BLKBLACKROCK INC
$465.1B
APDAIR PRODS & CHEMS INC
$430.0B
TXNTEXAS INSTRS INC
$408.9B
4I1PHILIP MORRIS INTL INC
$405.9B
SCHWSCHWAB CHARLES CORP
$394.4B
NEUNEWMARKET CORP
$382.4B
AWIARMSTRONG WORLD INDS INC NEW
$373.8B
AERAERCAP HOLDINGS NV
$371.4B
MSFTMICROSOFT CORP
$353.4B
CINFCINCINNATI FINL CORP
$328.9B
GLWCORNING INC
$314.5B
LOWLOWES COS INC
$307.0B
CHRCHURCHILL DOWNS INC
$302.4B
8CWCROWN CASTLE INC
$302.4B
CVXCHEVRON CORP NEW
$301.7B
ENQENTEGRIS INC
$296.4B
TELTE CONNECTIVITY PLC
$282.4B
DLTRDOLLAR TREE INC
$281.3B
DDOMINION ENERGY INC
$280.7B
JNJJOHNSON & JOHNSON
$276.5B
TPDSOMNIGROUP INTERNATIONAL INC
$269.3B
SBUXSTARBUCKS CORP
$261.8B
CSCOCISCO SYS INC
$246.7B
MOALTRIA GROUP INC
$236.2B
PAYXPAYCHEX INC
$224.9B
ALSNALLISON TRANSMISSION HLDGS I
$223.3B
FASTFASTENAL CO
$221.3B
CBCHUBB LIMITED
$213.6B
MCMOELIS & CO
$212.9B
MTBM & T BK CORP
$211.8B
OTISOTIS WORLDWIDE CORP
$204.8B
WATWATERS CORP
$202.6B
LIILENNOX INTL INC
$202.4B
APHAMPHENOL CORP NEW
$201.8B
POSTPOST HLDGS INC
$201.0B
NOCNORTHROP GRUMMAN CORP
$199.7B
STESTERIS PLC
$199.1B
VMCVULCAN MATLS CO
$188.6B
ALLYALLY FINL INC
$188.1B
ODFLOLD DOMINION FREIGHT LINE IN
$185.9B
UNFUNIFIRST CORP MASS
$178.3B
CBRECBRE GROUP INC
$171.9B
GOOGALPHABET INC
$169.1B
KEYSKEYSIGHT TECHNOLOGIES INC
$168.3B
BRKRBRUKER CORP
$165.8B
CPRTCOPART INC
$165.6B
ATRAPTARGROUP INC
$159.8B
BALLBALL CORP
$157.6B
POOLPOOL CORP
$143.7B
LWLAMB WESTON HLDGS INC
$129.1B
WTMWHITE MTNS INS GROUP LTD
$123.5B
VVISA INC
$108.3B
DEODIAGEO PLC
$106.9B
MLMMARTIN MARIETTA MATLS INC
$101.6B
MUSAMURPHY USA INC
$83.3B
RSGREPUBLIC SVCS INC
$81.7B
THGHANOVER INS GROUP INC
$79.3B
MZTILANCASTER COLONY CORP
$77.8B
CWSTCASELLA WASTE SYS INC
$74.9B
ORLYOREILLY AUTOMOTIVE INC
$71.6B
QLYSQUALYS INC
$67.1B
FISVFISERV INC
$66.7B
ZBRAZEBRA TECHNOLOGIES CORPORATI
$58.2B
CACCCREDIT ACCEP CORP MICH
$52.4B
FDXFEDEX CORP
$50.0B
JKHYHENRY JACK & ASSOC INC
$47.4B
FRFIRST INDL RLTY TR INC
$46.6B
CHDCHURCH & DWIGHT CO INC
$45.4B
TSAACI WORLDWIDE INC
$41.7B
AXTAAXALTA COATING SYS LTD
$40.3B
BF/BBROWN FORMAN CORP
$35.8B
DECKDECKERS OUTDOOR CORP
$35.5B
GTESGATES INDL CORP PLC
$35.2B
EPRTESSENTIAL PPTYS RLTY TR INC
$35.1B
LSTRLANDSTAR SYS INC
$34.5B
VNTVONTIER CORPORATION
$34.2B
GOLFACUSHNET HLDGS CORP
$33.3B
ATKRATKORE INC
$32.0B
CCCCCC INTELLIGENT SOLUTIONS HL
$31.7B
TTCTORO CO
$31.4B
MATXMATSON INC
$30.3B
PAHUSDELEMENT SOLUTIONS INC
$29.1B
AUBATLANTIC UN BANKSHARES CORP
$28.7B
SAIASAIA INC
$28.6B
IPARINTERPARFUMS INC
$27.6B
CTSCTS CORP
$25.6B
GHCGRAHAM HLDGS CO
$25.6B
BRBROADRIDGE FINL SOLUTIONS IN
$25.4B
NVDANVIDIA CORPORATION
$25.2B
MTNVAIL RESORTS INC
$23.8B
TREXTREX CO INC
$23.2B
RVLVREVOLVE GROUP INC
$23.0B
PLUSEPLUS INC
$21.7B
PSMTPRICESMART INC
$21.7B
HAEHAEMONETICS CORP MASS
$21.4B
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