The Analysis of LONDON CO OF VIRGINIA's Holdings
Currently, LONDON CO OF VIRGINIA holds 174 types of securities in its portfolio with a total value $18.1B. In the most recent quarter, they have increased their positions in CMI (+548.6K shares, valued at $231.7M), UNH (+635.5K shares, valued at $219.5M), AVTR (+12.8M shares, valued at $159.7M); decreased their positions in FIS (-3.1M shares, valued at $203.4M), APH (-1.5M shares, valued at $184.3M), BRKR (-1.0M shares, valued at $33.0M); initiated new positions in CMI (+548.6K shares, valued at $231.7M), UNH (+635.5K shares, valued at $219.5M), AVTR (+12.8M shares, valued at $159.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC2.5M shares-2.50%2025-09-302025-11-14
NSC NORFOLK SOUTHN CORP1.8M shares-2.16%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.0M shares-2.57%2025-09-302025-11-14 BLK BLACKROCK INC434.2K shares-2.04%2025-09-302025-11-14 GLW CORNING INC6.0M shares-0.40%2025-09-302025-11-14 NEU NEWMARKET CORP529.3K shares-4.36%2025-09-302025-11-14 PGR PROGRESSIVE CORP1.7M shares-1.67%2025-09-302025-11-14 AWI ARMSTRONG WORLD INDS INC NEW2.1M shares-7.19%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC1.5M shares-1.50%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP4.2M shares-1.95%2025-09-302025-11-14 AER AERCAP HOLDINGS NV3.0M shares-4.16%2025-09-302025-11-14 MSFT MICROSOFT CORP699.1K shares-1.59%2025-09-302025-11-14 TEL TE CONNECTIVITY PLC1.6M shares-1.72%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC2.2M shares-0.78%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.9M shares-2.11%2025-09-302025-11-14 LOW LOWES COS INC1.4M shares-1.90%2025-09-302025-11-14 CINF CINCINNATI FINL CORP2.1M shares-2.99%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON1.8M shares-2.37%2025-09-302025-11-14 ENTG ENTEGRIS INC3.5M shares-3.78%2025-09-302025-11-14 CVX CHEVRON CORP NEW2.1M shares-1.26%2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC3.8M shares-4.27%2025-09-302025-11-14 D DOMINION ENERGY INC4.9M shares-1.31%2025-09-302025-11-14 CHDN CHURCHILL DOWNS INC2.9M shares-4.81%2025-09-302025-11-14 CCI CROWN CASTLE INC2.8M shares-3.48%2025-09-302025-11-14 MO ALTRIA GROUP INC4.0M shares-1.90%2025-09-302025-11-14 DLTR DOLLAR TREE INC2.7M shares-4.68%2025-09-302025-11-14 FAST FASTENAL CO5.2M shares-1.72%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP392.7K shares-1.66%2025-09-302025-11-14 CSCO CISCO SYS INC3.5M shares-1.67%2025-09-302025-11-14 MC MOELIS & CO3.3M shares-4.42%2025-09-302025-11-14 CMI CUMMINS INC548.6K sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP2.7M shares-4.18%2025-09-302025-11-14 GOOG ALPHABET INC905.1K shares-5.08%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC635.5K sharesnew addition2025-09-302025-11-14 VMC VULCAN MATLS CO689.7K shares-4.62%2025-09-302025-11-14 MTB M & T BK CORP1.0M shares-4.66%2025-09-302025-11-14 CB CHUBB LIMITED725.5K shares-1.57%2025-09-302025-11-14 STE STERIS PLC790.1K shares-4.66%2025-09-302025-11-14 PAYX PAYCHEX INC1.5M shares-1.67%2025-09-302025-11-14 ALSN ALLISON TRANSMISSION HLDGS I2.2M shares-4.63%2025-09-302025-11-14 POST POST HLDGS INC1.8M shares-4.21%2025-09-302025-11-14 CBRE CBRE GROUP INC1.2M shares-4.66%2025-09-302025-11-14 ALLY ALLY FINL INC4.6M shares-4.67%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP2.0M shares-4.73%2025-09-302025-11-14 LII LENNOX INTL INC336.6K shares-4.67%2025-09-302025-11-14 FIS FIDELITY NATL INFORMATION SV2.6M shares-53.87%2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC979.3K shares-4.64%2025-09-302025-11-14 WAT WATERS CORP555.9K shares-4.23%2025-09-302025-11-14 AVTR AVANTOR INC12.8M sharesnew addition2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE IN1.1M shares-4.96%2025-09-302025-11-14 UNF UNIFIRST CORP MASS903.0K shares-4.65%2025-09-302025-11-14 POOL POOL CORP471.3K shares-4.40%2025-09-302025-11-14 CPRT COPART INC3.2M shares-4.53%2025-09-302025-11-14 LW LAMB WESTON HLDGS INC2.4M shares-4.07%2025-09-302025-11-14 BALL BALL CORP2.7M shares-4.90%2025-09-302025-11-14 ATR APTARGROUP INC972.9K shares-4.74%2025-09-302025-11-14 WTM WHITE MTNS INS GROUP LTD66.8K shares-2.86%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC174.1K shares-5.91%2025-09-302025-11-14 V VISA INC296.8K shares-2.72%2025-09-302025-11-14 BRKR BRUKER CORP3.0M shares-25.23%2025-09-302025-11-14 ACIW ACI WORLDWIDE INC1.7M shares91.01%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC778.1K shares-2.10%2025-09-302025-11-14 THG HANOVER INS GROUP INC453.9K shares-2.74%2025-09-302025-11-14 MUSA MURPHY USA INC199.2K shares-2.72%2025-09-302025-11-14 MZTI MARZETTI COMPANY439.4K shares-2.44%2025-09-302025-11-14 RSG REPUBLIC SVCS INC322.1K shares-2.75%2025-09-302025-11-14 APH AMPHENOL CORP NEW554.5K shares-72.87%2025-09-302025-11-14 EQH EQUITABLE HLDGS INC1.2M shares4141.76%2025-09-302025-11-14 QLYS QUALYS INC455.6K shares-3.07%2025-09-302025-11-14 CWST CASELLA WASTE SYS INC625.4K shares-3.71%2025-09-302025-11-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI184.3K shares-2.42%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP532.3K shares54.47%2025-09-302025-11-14 FDX FEDEX CORP213.2K shares-3.08%2025-09-302025-11-14 FI FISERV INC378.7K shares-2.17%2025-09-302025-11-14 FR FIRST INDL RLTY TR INC942.4K shares-2.66%2025-09-302025-11-14 CACC CREDIT ACCEP CORP MICH100.3K shares-2.44%2025-09-302025-11-14 CHD CHURCH & DWIGHT CO INC460.6K shares-2.47%2025-09-302025-11-14 AXTA AXALTA COATING SYS LTD1.3M shares-1.89%2025-09-302025-11-14 JKHY HENRY JACK & ASSOC INC254.7K shares-3.17%2025-09-302025-11-14 VNT VONTIER CORPORATION891.8K shares-3.65%2025-09-302025-11-14 GTES GATES INDL CORP PLC1.5M shares-3.72%2025-09-302025-11-14 BF.B BROWN FORMAN CORP1.3M shares-3.91%2025-09-302025-11-14 GOLF ACUSHNET HLDGS CORP440.1K shares-3.71%2025-09-302025-11-14 ESI ELEMENT SOLUTIONS INC1.3M shares2.34%2025-09-302025-11-14 TTC TORO CO433.1K shares-2.53%2025-09-302025-11-14 SAIA SAIA INC108.7K shares4.25%2025-09-302025-11-14 EPRT ESSENTIAL PPTYS RLTY TR INC1.1M shares-3.77%2025-09-302025-11-14 AUB ATLANTIC UN BANKSHARES CORP884.5K shares-3.51%2025-09-302025-11-14 GHC GRAHAM HLDGS CO26.0K shares-3.85%2025-09-302025-11-14 CCC CCC INTELLIGENT SOLUTIONS HL3.3M shares-1.72%2025-09-302025-11-14 NVDA NVIDIA CORPORATION159.2K shares0.00%2025-09-302025-11-14 LSTR LANDSTAR SYS INC238.9K shares-3.79%2025-09-302025-11-14 ATKR ATKORE INC430.4K shares-5.17%2025-09-302025-11-14 NGVT INGEVITY CORP469.5K shares-3.06%2025-09-302025-11-14 MATX MATSON INC262.2K shares-3.65%2025-09-302025-11-14 PSMT PRICESMART INC198.4K shares-3.83%2025-09-302025-11-14 RVLV REVOLVE GROUP INC1.1M shares-3.63%2025-09-302025-11-14 CTS CTS CORP579.5K shares-3.60%2025-09-302025-11-14 TREX TREX CO INC416.4K shares-2.22%2025-09-302025-11-14 MTN VAIL RESORTS INC143.7K shares-5.27%2025-09-302025-11-14 PLUS EPLUS INC290.8K shares-3.60%2025-09-302025-11-14 HD HOME DEPOT INC49.6K shares-2.89%2025-09-302025-11-14 CERT CERTARA INC1.6M shares5.59%2025-09-302025-11-14 IPAR INTERPARFUMS INC185.5K shares-11.90%2025-09-302025-11-14 LLY ELI LILLY & CO23.8K shares0.00%2025-09-302025-11-14 NCLH NORWEGIAN CRUISE LINE HLDG L706.2K shares0.00%2025-09-302025-11-14 LLYVK LIBERTY MEDIA CORP DEL169.1K shares-19.46%2025-09-302025-11-14 ALEX ALEXANDER & BALDWIN INC NEW854.7K shares-3.70%2025-09-302025-11-14 IJH ISHARES TR228.2K shares20.88%2025-09-302025-11-14 ENOV ENOVIS CORPORATION457.8K shares2.34%2025-09-302025-11-14 HAE HAEMONETICS CORP MASS266.0K shares-7.15%2025-09-302025-11-14 IVV ISHARES TR17.8K shares19.37%2025-09-302025-11-14 KO COCA COLA CO172.1K shares0.00%2025-09-302025-11-14 DV DOUBLEVERIFY HLDGS INC891.7K shares-4.31%2025-09-302025-11-14 MRTN MARTEN TRANS LTD894.6K shares-8.06%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-09-302025-11-14 GLDD GREAT LAKES DREDGE & DOCK CO584.4K shares-9.07%2025-09-302025-11-14 KMX CARMAX INC151.9K shares-3.34%2025-09-302025-11-14 DE DEERE & CO14.9K shares0.00%2025-09-302025-11-14 NKE NIKE INC91.6K shares-2.03%2025-09-302025-11-14 IWM ISHARES TR25.5K shares2.01%2025-09-302025-11-14 CRH CRH PLC39.9K shares164.65%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD14.6K shares162.48%2025-09-302025-11-14 CSX CSX CORP105.8K shares-0.09%2025-09-302025-11-14 WTW WILLIS TOWERS WATSON PLC LTD10.5K shares184.10%2025-09-302025-11-14 PAG PENSKE AUTOMOTIVE GRP INC17.7K shares-18.77%2025-09-302025-11-14 ICLR ICON PLC14.4K shares362.24%2025-09-302025-11-14 TG TREDEGAR CORP297.6K shares-3.61%2025-09-302025-11-14 GATX GATX CORP12.2K shares-2.32%2025-09-302025-11-14 ALC ALCON AG28.3K shares191.68%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW17.0K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC1.6K shares0.00%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V7.7K shares182.22%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO38.2K shares-16.41%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC26.3K shares0.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.7K shares0.00%2025-09-302025-11-14 WFC WELLS FARGO CO NEW18.9K shares-32.81%2025-09-302025-11-14 AMZN AMAZON COM INC6.4K shares0.00%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO3.9K shares0.00%2025-09-302025-11-14 BUR BURFORD CAP LTD107.7K shares188.20%2025-09-302025-11-14 XOM EXXON MOBIL CORP11.4K shares-18.39%2025-09-302025-11-14 HSY HERSHEY CO6.8K shares0.00%2025-09-302025-11-14 PCAR PACCAR INC12.0K shares0.00%2025-09-302025-11-14 MKL MARKEL GROUP INC607 shares0.00%2025-09-302025-11-14 UDR UDR INC23.4K shares0.00%2025-09-302025-11-14 PFE PFIZER INC33.5K shares-33.82%2025-09-302025-11-14 IWD ISHARES TR4.1K shares-38.84%2025-09-302025-11-14 LPLA LPL FINL HLDGS INC2.3K shares0.00%2025-09-302025-11-14 TGT TARGET CORP8.3K shares-15.34%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND2.6K shares0.00%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP1.9K shares0.00%2025-09-302025-11-14 SONY SONY GROUP CORP22.0K shares0.00%2025-09-302025-11-14 CHRW C H ROBINSON WORLDWIDE INC4.8K shares0.00%2025-09-302025-11-14 TOWN TOWNEBANK PORTSMOUTH VA16.4K shares0.00%2025-09-302025-11-14 TSLA TESLA INC1.3K shares0.00%2025-09-302025-11-14 BAC BANK AMERICA CORP8.9K shares0.00%2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT IN2.8K shares0.00%2025-09-302025-11-14 SCI SERVICE CORP INTL5.4K shares-4.33%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR669 shares-20.83%2025-09-302025-11-14 IWB ISHARES TR1.1K shares-88.89%2025-09-302025-11-14 MRK MERCK & CO INC4.7K shares-23.81%2025-09-302025-11-14 AFG AMERICAN FINL GROUP INC OHIO2.7K shares0.00%2025-09-302025-11-14 PKG PACKAGING CORP AMER1.6K shares0.00%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC3.8K shares-44.57%2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS IN1.0K shares-99.00%2025-09-302025-11-14 RHI ROBERT HALF INC.6.1K shares0.00%2025-09-302025-11-14 BRSL BRIGHTSTAR LOTTERY PLC10.6K shares0.00%2025-09-302025-11-14 VXF VANGUARD INDEX FDS552 shares17.95%2025-09-302025-11-14 VB VANGUARD INDEX FDS286 shares-33.02%2025-09-302025-11-14 BDN BRANDYWINE RLTY TR12.9K shares0.00%2025-09-302025-11-14 IWV ISHARES TR107 shares-11.57%2025-09-302025-11-14 VO VANGUARD INDEX FDS54 shares-80.99%2025-09-302025-11-14 IWR ISHARES TR19 shares216.67%2025-09-302025-11-14 IJR ISHARES TR4 shares-60.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available