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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PLUSEPLUS INC | 290,757 | $20.6B | 113.97% | |
| 102 | HDHOME DEPOT INC | 49,620 | $20.1B | 110.99% | |
| 103 | CERTCERTARA INC | 1,554,991 | $19.0B | 104.89% | |
| 104 | IPARINTERPARFUMS INC | 185,491 | $18.2B | 100.74% | |
| 105 | LLYELI LILLY & CO | 23,799 | $18.2B | 100.24% | |
| 106 | NCLHNORWEGIAN CRUISE LINE HLDG L | 706,163 | $17.4B | 96.01% | |
| 107 | FWONALIBERTY MEDIA CORP DEL | 169,109 | $16.4B | 90.52% | |
| 108 | ALEXALEXANDER & BALDWIN INC NEW | 854,724 | $15.5B | 85.82% | |
| 109 | IJHISHARES TR | 228,204 | $14.9B | 82.21% | |
| 110 | ENOVENOVIS CORPORATION | 457,836 | $13.9B | 76.68% | |
| 111 | HAEHAEMONETICS CORP MASS | 266,034 | $13.0B | 71.58% | |
| 112 | IVVISHARES TR | 17,795 | $11.9B | 65.76% | |
| 113 | KOCOCA COLA CO | 172,146 | $11.4B | 63.02% | |
| 114 | DVDOUBLEVERIFY HLDGS INC | 891,672 | $10.7B | 58.97% | |
| 115 | MRTNMARTEN TRANS LTD | 894,559 | $9.5B | 52.64% | |
| 116 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.5B | 41.63% | |
| 117 | GLDDGREAT LAKES DREDGE & DOCK CO | 584,424 | $7.0B | 38.68% | |
| 118 | KMXCARMAX INC | 151,943 | $6.8B | 37.63% | |
| 119 | DEDEERE & CO | 14,908 | $6.8B | 37.63% | |
| 120 | NKENIKE INC | 91,568 | $6.4B | 35.25% | |
| 121 | IWMISHARES TR | 25,529 | $6.2B | 34.10% | |
| 122 | RHCRH PLC | 39,941 | $4.8B | 26.44% | |
| 123 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,641 | $4.1B | 22.57% | |
| 124 | CSXCSX CORP | 105,837 | $3.8B | 20.75% | |
| 125 | WTWWILLIS TOWERS WATSON PLC LTD | 10,469 | $3.6B | 19.96% | |
| 126 | PAGPENSKE AUTOMOTIVE GRP INC | 17,720 | $3.1B | 17.01% | |
| 127 | ICLRICON PLC | 14,431 | $2.5B | 13.94% | |
| 128 | TGTREDEGAR CORP | 297,637 | $2.4B | 13.19% | |
| 129 | GATXGATX CORP | 12,150 | $2.1B | 11.72% | |
| 130 | ALCALCON AG | 28,308 | $2.1B | 11.63% | |
| 131 | DUKDUKE ENERGY CORP NEW | 16,961 | $2.1B | 11.59% | |
| 132 | NFLXNETFLIX INC | 1,610 | $1.9B | 10.66% | |
| 133 | NXPINXP SEMICONDUCTORS N V | 7,716 | $1.8B | 9.70% | |
| 134 | BMYBRISTOL-MYERS SQUIBB CO | 38,240 | $1.7B | 9.52% | |
| 135 | MDLZMONDELEZ INTL INC | 26,260 | $1.6B | 9.06% | |
| 136 | COSTCOSTCO WHSL CORP NEW | 1,730 | $1.6B | 8.84% | |
| 137 | WFCWELLS FARGO CO NEW | 18,909 | $1.6B | 8.75% | |
| 138 | AMZNAMAZON COM INC | 6,400 | $1.4B | 7.76% | |
| 139 | SHWSHERWIN WILLIAMS CO | 3,900 | $1.4B | 7.45% | |
| 140 | BURBURFORD CAP LTD | 107,676 | $1.3B | 7.11% | |
| 141 | XOMEXXON MOBIL CORP | 11,415 | $1.3B | 7.10% | |
| 142 | HSYHERSHEY CO | 6,808 | $1.3B | 7.03% | |
| 143 | PCARPACCAR INC | 11,992 | $1.2B | 6.51% | |
| 144 | MKLMARKEL GROUP INC | 607 | $1.2B | 6.40% | |
| 145 | UDRUDR INC | 23,373 | $870.9M | 4.81% | |
| 146 | PFEPFIZER INC | 33,505 | $853.7M | 4.71% | |
| 147 | IWDISHARES TR | 4,100 | $834.7M | 4.61% | |
| 148 | LPLALPL FINL HLDGS INC | 2,270 | $755.2M | 4.17% | |
| 149 | DYHTARGET CORP | 8,275 | $742.3M | 4.10% | |
| 150 | ACNACCENTURE PLC IRELAND | 2,601 | $641.4M | 3.54% | |
| 151 | GDGENERAL DYNAMICS CORP | 1,865 | $636.0M | 3.51% | |
| 152 | SONYSONY GROUP CORP | 22,000 | $633.4M | 3.50% | |
| 153 | CHRWC H ROBINSON WORLDWIDE INC | 4,767 | $631.2M | 3.48% | |
| 154 | TOWNTOWNEBANK PORTSMOUTH VA | 16,369 | $565.9M | 3.12% | |
| 155 | TSLATESLA INC | 1,269 | $564.4M | 3.12% | |
| 156 | BACBANK AMERICA CORP | 8,898 | $459.0M | 2.53% | |
| 157 | LYVLIVE NATION ENTERTAINMENT IN | 2,780 | $454.3M | 2.51% | |
| 158 | SCISERVICE CORP INTL | 5,416 | $450.7M | 2.49% | |
| 159 | SPYSPDR S&P 500 ETF TR | 669 | $446.1M | 2.46% | |
| 160 | IWBISHARES TR | 1,140 | $416.8M | 2.30% | |
| 161 | MRKMERCK & CO INC | 4,719 | $396.1M | 2.19% | |
| 162 | AFGAMERICAN FINL GROUP INC OHIO | 2,700 | $393.4M | 2.17% | |
| 163 | PKGPACKAGING CORP AMER | 1,620 | $353.0M | 1.95% | |
| 164 | UPSUNITED PARCEL SERVICE INC | 3,843 | $321.0M | 1.77% | |
| 165 | BRBROADRIDGE FINL SOLUTIONS IN | 1,043 | $248.4M | 1.37% | |
| 166 | RHIROBERT HALF INC. | 6,100 | $207.3M | 1.14% | |
| 167 | IGTBRIGHTSTAR LOTTERY PLC | 10,600 | $182.8M | 1.01% | |
| 168 | VXFVANGUARD INDEX FDS | 552 | $115.5M | 0.64% | |
| 169 | VBVANGUARD INDEX FDS | 286 | $72.7M | 0.40% | |
| 170 | BDNBRANDYWINE RLTY TR | 12,860 | $53.6M | 0.30% | |
| 171 | IWVISHARES TR | 107 | $40.4M | 0.22% | |
| 172 | VOVANGUARD INDEX FDS | 54 | $15.8M | 0.09% | |
| 173 | IWRISHARES TR | 19 | $1.9M | 0.01% | |
| 174 | IJRISHARES TR | 4 | $493K | 0.00% |
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