LONDON CO OF VIRGINIA Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$18.1B
Holdings
174
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $632.5M |
NSCNORFOLK SOUTHN CORP | $542.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $514.7M |
BLKBLACKROCK INC | $506.2M |
GLWCORNING INC | $488.5M |
NEUNEWMARKET CORP | $438.4M |
PGRPROGRESSIVE CORP | $431.9M |
AWIARMSTRONG WORLD INDS INC NEW | $418.6M |
APDAIR PRODS & CHEMS INC | $409.5M |
SCHWSCHWAB CHARLES CORP | $404.7M |
AERAERCAP HOLDINGS NV | $368.1M |
MSFTMICROSOFT CORP | $362.1M |
TELTE CONNECTIVITY PLC | $361.2M |
4I1PHILIP MORRIS INTL INC | $358.7M |
TXNTEXAS INSTRS INC | $354.2M |
LOWLOWES COS INC | $341.1M |
CINFCINCINNATI FINL CORP | $338.7M |
JNJJOHNSON & JOHNSON | $327.7M |
ENQENTEGRIS INC | $327.0M |
CVXCHEVRON CORP NEW | $323.0M |
TPDSOMNIGROUP INTERNATIONAL INC | $319.4M |
DDOMINION ENERGY INC | $299.8M |
CHRCHURCHILL DOWNS INC | $276.5M |
8CWCROWN CASTLE INC | $274.1M |
MOALTRIA GROUP INC | $261.1M |
DLTRDOLLAR TREE INC | $255.5M |
FASTFASTENAL CO | $253.9M |
NOCNORTHROP GRUMMAN CORP | $239.3M |
CSCOCISCO SYS INC | $239.3M |
MCMOELIS & CO | $232.9M |
CMICUMMINS INC | $231.7M |
SBUXSTARBUCKS CORP | $231.6M |
GOOGALPHABET INC | $220.4M |
UNHUNITEDHEALTH GROUP INC | $219.5M |
VMCVULCAN MATLS CO | $212.2M |
MTBM & T BK CORP | $205.7M |
CBCHUBB LIMITED | $204.8M |
STESTERIS PLC | $195.5M |
PAYXPAYCHEX INC | $192.7M |
ALSNALLISON TRANSMISSION HLDGS I | $190.3M |
POSTPOST HLDGS INC | $189.8M |
CBRECBRE GROUP INC | $184.3M |
ALLYALLY FINL INC | $180.5M |
OTISOTIS WORLDWIDE CORP | $180.2M |
LIILENNOX INTL INC | $178.2M |
FISFIDELITY NATL INFORMATION SV | $174.2M |
KEYSKEYSIGHT TECHNOLOGIES INC | $171.3M |
WATWATERS CORP | $166.7M |
AVTRAVANTOR INC | $159.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $153.3M |
UNFUNIFIRST CORP MASS | $151.0M |
POOLPOOL CORP | $146.1M |
CPRTCOPART INC | $144.9M |
LWLAMB WESTON HLDGS INC | $138.8M |
BALLBALL CORP | $134.8M |
ATRAPTARGROUP INC | $130.0M |
WTMWHITE MTNS INS GROUP LTD | $111.7M |
MLMMARTIN MARIETTA MATLS INC | $109.7M |
VVISA INC | $101.3M |
BRKRBRUKER CORP | $97.7M |
TSAACI WORLDWIDE INC | $91.4M |
ORLYOREILLY AUTOMOTIVE INC | $83.9M |
THGHANOVER INS GROUP INC | $82.5M |
MUSAMURPHY USA INC | $77.4M |
MZTIMARZETTI COMPANY | $75.9M |
RSGREPUBLIC SVCS INC | $73.9M |
APHAMPHENOL CORP NEW | $68.6M |
EQHEQUITABLE HLDGS INC | $62.7M |
QLYSQUALYS INC | $60.3M |
CWSTCASELLA WASTE SYS INC | $59.3M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $54.8M |
DECKDECKERS OUTDOOR CORP | $54.0M |
FDXFEDEX CORP | $50.3M |
FISVFISERV INC | $48.8M |
FRFIRST INDL RLTY TR INC | $48.5M |
CACCCREDIT ACCEP CORP MICH | $46.8M |
CHDCHURCH & DWIGHT CO INC | $40.4M |
AXTAAXALTA COATING SYS LTD | $38.1M |
JKHYHENRY JACK & ASSOC INC | $37.9M |
VNTVONTIER CORPORATION | $37.4M |
GTESGATES INDL CORP PLC | $36.6M |
BF/BBROWN FORMAN CORP | $34.7M |
GOLFACUSHNET HLDGS CORP | $34.5M |
PAHUSDELEMENT SOLUTIONS INC | $33.1M |
TTCTORO CO | $33.0M |
SAIASAIA INC | $32.5M |
EPRTESSENTIAL PPTYS RLTY TR INC | $31.5M |
AUBATLANTIC UN BANKSHARES CORP | $31.2M |
GHCGRAHAM HLDGS CO | $30.6M |
CCCCCC INTELLIGENT SOLUTIONS HL | $30.1M |
NVDANVIDIA CORPORATION | $29.7M |
LSTRLANDSTAR SYS INC | $29.3M |
ATKRATKORE INC | $27.0M |
NGVTINGEVITY CORP | $25.9M |
MATXMATSON INC | $25.9M |
PSMTPRICESMART INC | $24.0M |
RVLVREVOLVE GROUP INC | $23.5M |
CTSCTS CORP | $23.1M |
TREXTREX CO INC | $21.5M |
MTNVAIL RESORTS INC | $21.5M |
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