LONDON CO OF VIRGINIA Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$17.3B
Holdings
170
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (170 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $656.8B |
NSCNORFOLK SOUTHN CORP | $522.8B |
GLWCORNING INC | $509.9B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $500.8B |
BLKBLACKROCK INC | $451.6B |
SCHWSCHWAB CHARLES CORP | $410.2B |
AERAERCAP HOLDINGS NV | $397.0B |
PGRPROGRESSIVE CORP | $385.4B |
TELTE CONNECTIVITY PLC | $363.4B |
AWIARMSTRONG WORLD INDS INC NEW | $356.6B |
JNJJOHNSON & JOHNSON | $355.6B |
4I1PHILIP MORRIS INTL INC | $346.1B |
NEUNEWMARKET CORP | $338.7B |
APDAIR PRODS & CHEMS INC | $335.5B |
CINFCINCINNATI FINL CORP | $334.9B |
MSFTMICROSOFT CORP | $329.9B |
TXNTEXAS INSTRS INC | $321.7B |
LOWLOWES COS INC | $318.4B |
DLTRDOLLAR TREE INC | $312.2B |
TPDSOMNIGROUP INTERNATIONAL INC | $310.1B |
CVXCHEVRON CORP NEW | $304.9B |
CHRCHURCHILL DOWNS INC | $298.2B |
DDOMINION ENERGY INC | $280.0B |
CMICUMMINS INC | $277.0B |
ENQENTEGRIS INC | $267.0B |
CSCOCISCO SYS INC | $262.5B |
GOOGALPHABET INC | $252.8B |
CBCHUBB LIMITED | $250.6B |
MOALTRIA GROUP INC | $221.4B |
NOCNORTHROP GRUMMAN CORP | $218.4B |
SBUXSTARBUCKS CORP | $213.7B |
MCMOELIS & CO | $210.5B |
ALSNALLISON TRANSMISSION HLDGS I | $205.6B |
FASTFASTENAL CO | $202.2B |
MTBM & T BK CORP | $196.5B |
ALLYALLY FINL INC | $195.4B |
UNHUNITEDHEALTH GROUP INC | $192.4B |
WATWATERS CORP | $191.7B |
STESTERIS PLC | $187.7B |
KEYSKEYSIGHT TECHNOLOGIES INC | $186.5B |
VMCVULCAN MATLS CO | $184.4B |
CBRECBRE GROUP INC | $176.3B |
COOCOOPER COS INC | $170.0B |
PAYXPAYCHEX INC | $162.2B |
ODFLOLD DOMINION FREIGHT LINE IN | $161.6B |
OTISOTIS WORLDWIDE CORP | $161.2B |
UNFUNIFIRST CORP MASS | $161.1B |
FISFIDELITY NATL INFORMATION SV | $160.9B |
POSTPOST HLDGS INC | $157.2B |
LIILENNOX INTL INC | $153.0B |
AVTRAVANTOR INC | $136.8B |
BALLBALL CORP | $132.7B |
BRKRBRUKER CORP | $131.1B |
WTMWHITE MTNS INS GROUP LTD | $122.0B |
CPRTCOPART INC | $117.7B |
ATRAPTARGROUP INC | $111.0B |
8CWCROWN CASTLE INC | $109.1B |
MLMMARTIN MARIETTA MATLS INC | $106.2B |
POOLPOOL CORP | $99.2B |
VVISA INC | $99.1B |
LWLAMB WESTON HLDGS INC | $87.1B |
RSGREPUBLIC SVCS INC | $81.3B |
THGHANOVER INS GROUP INC | $71.5B |
APHAMPHENOL CORP NEW | $70.9B |
ORLYOREILLY AUTOMOTIVE INC | $68.9B |
MUSAMURPHY USA INC | $68.7B |
TSAACI WORLDWIDE INC | $67.0B |
MZTIMARZETTI COMPANY | $60.0B |
FDXFEDEX CORP | $58.7B |
CWSTCASELLA WASTE SYS INC | $53.6B |
IJHISHARES TR | $52.1B |
QLYSQUALYS INC | $51.7B |
FRFIRST INDL RLTY TR INC | $47.0B |
EQHEQUITABLE HLDGS INC | $46.3B |
CCCCCC INTELLIGENT SOLUTIONS HL | $45.6B |
DECKDECKERS OUTDOOR CORP | $40.2B |
JKHYHENRY JACK & ASSOC INC | $38.0B |
CHDCHURCH & DWIGHT CO INC | $35.8B |
CACCCREDIT ACCEP CORP MICH | $35.2B |
AXTAAXALTA COATING SYS LTD | $34.2B |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $33.9B |
GOLFACUSHNET HLDGS CORP | $33.8B |
LSTRLANDSTAR SYS INC | $32.9B |
RVLVREVOLVE GROUP INC | $32.1B |
VNTVONTIER CORPORATION | $31.5B |
MATXMATSON INC | $31.1B |
BF/BBROWN FORMAN CORP | $30.8B |
GTESGATES INDL CORP PLC | $30.3B |
EPRTESSENTIAL PPTYS RLTY TR INC | $30.1B |
AUBATLANTIC UN BANKSHARES CORP | $29.9B |
NVDANVIDIA CORPORATION | $29.7B |
IWDISHARES TR | $29.6B |
IVVISHARES TR | $28.6B |
GHCGRAHAM HLDGS CO | $27.4B |
NGVTINGEVITY CORP | $26.6B |
ATKRATKORE INC | $26.0B |
SAIASAIA INC | $25.6B |
LLYELI LILLY & CO | $25.6B |
PAHUSDELEMENT SOLUTIONS INC | $25.1B |
TTCTORO CO | $24.4B |
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