13F holdings
LONDON CO OF VIRGINIA portfolio
Managed by . 167 reported positions worth $16.2B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$16.2B
Book value
167
Positions
27%
Top 10 weight
+6
New this quarter
-9
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (6)
Closed out (9)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| APH | AMPHENOL CORP NEW | $70.9M | 524,534 | 0.00% |
| EQH | EQUITABLE HLDGS INC | $46.3M | 970,930 | 0.00% |
| AXTA | AXALTA COATING SYS LTD | $34.2M | 1,058,342 | 0.00% |
| BF/B | BROWN FORMAN CORP | $30.8M | 1,181,778 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $16.6M | 802,740 | 0.00% |
| CERT | CERTARA INC | $11.0M | 1,249,237 | 0.00% |
| TREX | TREX CO INC | $8.9M | 252,509 | 0.00% |
| UTZ | UTZ BRANDS INC | $1.5M | 144,413 | 0.00% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $205,842 | 922 | 0.00% |
Added to (24)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $518.6M | 1,082,249 | 3.20% | +9% |
| D | DOMINION ENERGY INC | $429.2M | 6,943,525 | 2.64% | +45% |
| COO | COOPER COS INC | $160.0M | 2,237,145 | 0.99% | +8% |
| MLM | MARTIN MARIETTA MATLS INC | $111.6M | 189,623 | 0.69% | +11% |
| ACIW | ACI WORLDWIDE INC | $68.9M | 1,680,581 | 0.42% | +20% |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $52.4M | 8,741,590 | 0.32% | +52% |
| FR | FIRST INDL RLTY TR INC | $48.6M | 839,637 | 0.30% | +2% |
| DECK | DECKERS OUTDOOR CORP | $41.8M | 417,824 | 0.26% | +8% |
| QLYS | QUALYS INC | $41.0M | 466,342 | 0.25% | +20% |
| ESI | ELEMENT SOLUTIONS INC | $35.9M | 1,050,175 | 0.22% | +4% |
| TTC | TORO CO | $32.8M | 350,654 | 0.20% | +13% |
| SAIA | SAIA INC | $30.5M | 86,774 | 0.19% | +11% |
| HAE | HAEMONETICS CORP MASS | $19.9M | 352,807 | 0.12% | +34% |
| IPAR | INTERPARFUMS INC | $17.1M | 188,043 | 0.11% | +22% |
| MTN | VAIL RESORTS INC | $15.1M | 117,855 | 0.09% | +15% |
Trimmed (99)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IWR | ISHARES TR | $1,512 | 16 | 0.00% | -100% |
| NGVT | INGEVITY CORP | $315,395 | 4,428 | 0.00% | -99% |
| IWB | ISHARES TR | $114,370 | 320 | 0.00% | -99% |
| IWV | ISHARES TR | $6,825 | 18 | 0.00% | -97% |
| IWD | ISHARES TR | $2.3M | 10,557 | 0.01% | -93% |
| VO | VANGUARD INDEX FDS | $22,277 | 77 | 0.00% | -90% |
| SPY | STATE STR SPDR S&P 500 ETF T | $475,538 | 730 | 0.00% | -77% |
| IJH | ISHARES TR | $15.8M | 234,427 | 0.10% | -70% |
| IWM | ISHARES TR | $5.5M | 22,334 | 0.03% | -57% |
| VB | VANGUARD INDEX FDS | $173,728 | 663 | 0.00% | -48% |
| OTIS | OTIS WORLDWIDE CORP | $86.5M | 1,121,660 | 0.53% | -39% |
| MRK | MERCK & CO INC | $286,035 | 2,378 | 0.00% | -39% |
| GLW | CORNING INC | $516.1M | 3,795,637 | 3.18% | -35% |
| WAT | WATERS CORP | $105.8M | 355,310 | 0.65% | -30% |
| IJR | ISHARES TR | $4,727 | 38 | 0.00% | -19% |
The book
Largest 150 of 167 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $576.1M | 2,269,872 | 3.55% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $518.6M | 1,082,249 | 3.20% | — |
| GLW | CORNING INC | $516.1M | 3,795,637 | 3.18% | — |
| NSC | NORFOLK SOUTHN CORP | $488.0M | 1,700,297 | 3.01% | — |
| D | DOMINION ENERGY INC | $429.2M | 6,943,525 | 2.64% | — |
| JNJ | JOHNSON & JOHNSON | $392.2M | 1,604,354 | 2.42% | — |
| CVX | CHEVRON CORPORATION | $391.5M | 1,892,105 | 2.41% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $382.5M | 1,316,549 | 2.36% | — |
| BLK | BLACKROCK INC | $380.5M | 395,591 | 2.34% | — |
| AER | AERCAP HOLDINGS NV | $349.0M | 2,544,068 | 2.15% | — |
| ENTG | ENTEGRIS INC | $346.5M | 2,955,631 | 2.14% | — |
| TXN | TEXAS INSTRS INC | $339.0M | 1,746,259 | 2.09% | — |
| SCHW | SCHWAB CHARLES CORP | $335.4M | 3,569,280 | 2.07% | — |
| PM | PHILIP MORRIS INTL INC | $334.0M | 2,020,161 | 2.06% | — |
| PGR | PROGRESSIVE CORP | $316.0M | 1,594,226 | 1.95% | — |
| TEL | TE CONNECTIVITY PLC | $311.4M | 1,489,812 | 1.92% | — |
| CINF | CINCINNATI FINL CORP | $297.0M | 1,887,411 | 1.83% | — |
| NEU | NEWMARKET CORP | $295.5M | 461,027 | 1.82% | — |
| LOW | LOWES COS INC | $292.9M | 1,239,707 | 1.80% | — |
| AWI | ARMSTRONG WORLD INDS INC NEW | $284.0M | 1,723,367 | 1.75% | — |
| CMI | CUMMINS INC | $273.8M | 508,834 | 1.69% | — |
| DLTR | DOLLAR TREE INC | $251.9M | 2,300,205 | 1.55% | — |
| CB | CHUBB LTD SWITZ | $248.6M | 762,617 | 1.53% | — |
| CSCO | CISCO SYS INC | $246.5M | 3,176,818 | 1.52% | — |
| NOC | NORTHROP GRUMMAN CORP | $243.3M | 356,554 | 1.50% | — |
| MO | ALTRIA GROUP INC | $237.1M | 3,592,274 | 1.46% | — |
| MSFT | MICROSOFT CORP | $236.5M | 638,980 | 1.46% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $235.2M | 833,037 | 1.45% | — |
| SGI | SOMNIGROUP INTERNATIONAL INC | $234.9M | 3,177,857 | 1.45% | — |
| CHDN | CHURCHILL DOWNS INC | $233.0M | 2,593,821 | 1.44% | — |
| ALSN | ALLISON TRANSMISSION HLDGS I | $223.0M | 1,905,273 | 1.37% | — |
| FAST | FASTENAL CO | $217.8M | 4,694,013 | 1.34% | — |
| GOOG | ALPHABET INC | $214.4M | 747,417 | 1.32% | — |
| SBUX | STARBUCKS CORP | $203.2M | 2,268,061 | 1.25% | — |
| UNF | UNIFIRST CORP MASS | $195.1M | 775,264 | 1.20% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $188.5M | 964,653 | 1.16% | — |
| MTB | M & T BK CORP | $182.5M | 882,721 | 1.12% | — |
| MC | MOELIS & CO | $165.5M | 2,903,947 | 1.02% | — |
| COO | COOPER COS INC | $160.0M | 2,237,145 | 0.99% | — |
| VMC | VULCAN MATLS CO | $159.3M | 584,971 | 0.98% | — |
| ALLY | ALLY FINL INC | $153.2M | 3,904,868 | 0.94% | — |
| STE | STERIS PLC | $148.3M | 670,852 | 0.91% | — |
| QSR | RESTAURANT BRANDS INTL INC | $148.0M | 2,002,235 | 0.91% | — |
| POST | POST HLDGS INC | $146.0M | 1,476,638 | 0.90% | — |
| UNH | UNITEDHEALTH GROUP INC | $141.8M | 524,146 | 0.87% | — |
| CBRE | CBRE GROUP INC | $134.8M | 995,446 | 0.83% | — |
| BALL | BALL CORP | $134.6M | 2,277,942 | 0.83% | — |
| LII | LENNOX INTL INC | $131.8M | 283,923 | 0.81% | — |
| DPZ | DOMINOS PIZZA INC | $129.3M | 360,242 | 0.80% | — |
| WTM | WHITE MTNS INS GROUP LTD | $125.5M | 57,131 | 0.77% | — |
| PAYX | PAYCHEX INC | $124.7M | 1,354,123 | 0.77% | — |
| MLM | MARTIN MARIETTA MATLS INC | $111.6M | 189,623 | 0.69% | — |
| WAT | WATERS CORP | $105.8M | 355,310 | 0.65% | — |
| ATR | APTARGROUP INC | $104.4M | 828,780 | 0.64% | — |
| FIS | FIDELITY NATL INFORMATION SV | $101.5M | 2,164,254 | 0.63% | — |
| CCI | CROWN CASTLE INC | $98.3M | 1,208,595 | 0.61% | — |
| BRKR | BRUKER CORP | $93.3M | 2,584,029 | 0.58% | — |
| CPRT | COPART INC | $90.7M | 2,730,705 | 0.56% | — |
| OTIS | OTIS WORLDWIDE CORP | $86.5M | 1,121,660 | 0.53% | — |
| AVTR | AVANTOR INC | $85.1M | 10,852,257 | 0.52% | — |
| LW | LAMB WESTON HLDGS INC | $83.2M | 1,969,879 | 0.51% | — |
| MUSA | MURPHY USA INC | $82.8M | 167,528 | 0.51% | — |
| V | VISA INC | $80.9M | 267,533 | 0.50% | — |
| POOL | POOL CORP | $80.3M | 396,785 | 0.49% | — |
| RSG | REPUBLIC SVCS INC | $79.0M | 360,886 | 0.49% | — |
| ACIW | ACI WORLDWIDE INC | $68.9M | 1,680,581 | 0.42% | — |
| FDX | FEDEX CORP | $68.1M | 191,097 | 0.42% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $66.9M | 724,846 | 0.41% | — |
| THG | HANOVER INS GROUP INC | $66.2M | 381,668 | 0.41% | — |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $52.4M | 8,741,590 | 0.32% | — |
| MZTI | MARZETTI COMPANY | $49.9M | 360,415 | 0.31% | — |
| FR | FIRST INDL RLTY TR INC | $48.6M | 839,637 | 0.30% | — |
| CWST | CASELLA WASTE SYS INC | $42.3M | 532,707 | 0.26% | — |
| DECK | DECKERS OUTDOOR CORP | $41.8M | 417,824 | 0.26% | — |
| QLYS | QUALYS INC | $41.0M | 466,342 | 0.25% | — |
| MATX | MATSON INC | $40.0M | 244,282 | 0.25% | — |
| CHD | CHURCH & DWIGHT CO INC | $38.3M | 409,907 | 0.24% | — |
| GOLF | ACUSHNET HLDGS CORP | $38.1M | 407,979 | 0.23% | — |
| ESI | ELEMENT SOLUTIONS INC | $35.9M | 1,050,175 | 0.22% | — |
| LSTR | LANDSTAR SYS INC | $35.7M | 222,509 | 0.22% | — |
| CACC | CREDIT ACCEP CORP MICH | $33.8M | 79,720 | 0.21% | — |
| TTC | TORO CO | $32.8M | 350,654 | 0.20% | — |
| JKHY | HENRY JACK & ASSOC INC | $32.3M | 204,641 | 0.20% | — |
| GATES INDL CORP PLC | GATES INDL CORP PLC | $30.9M | 1,367,486 | 0.19% | — |
| SAIA | SAIA INC | $30.5M | 86,774 | 0.19% | — |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $29.9M | 983,262 | 0.18% | — |
| VNT | VONTIER CORPORATION | $29.3M | 826,573 | 0.18% | — |
| AUB | ATLANTIC UN BANKSHARES CORP | $29.3M | 820,010 | 0.18% | — |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $28.9M | 138,172 | 0.18% | — |
| PSMT | PRICESMART INC | $27.6M | 183,149 | 0.17% | — |
| NVDA | NVIDIA CORPORATION | $27.4M | 157,076 | 0.17% | — |
| HWKN | HAWKINS INC | $26.8M | 174,415 | 0.17% | — |
| CTS | CTS CORP | $25.6M | 536,460 | 0.16% | — |
| GHC | GRAHAM HLDGS CO | $25.5M | 24,079 | 0.16% | — |
| IVV | ISHARES TR | $24.1M | 36,908 | 0.15% | — |
| RVLV | REVOLVE GROUP INC | $23.2M | 1,024,590 | 0.14% | — |
| ATKR | ATKORE INC | $22.2M | 377,623 | 0.14% | — |
| LLY | ELI LILLY & CO | $21.6M | 23,431 | 0.13% | — |
| PLUS | EPLUS INC | $20.3M | 270,005 | 0.13% | — |
| HAE | HAEMONETICS CORP MASS | $19.9M | 352,807 | 0.12% | — |
| IPAR | INTERPARFUMS INC | $17.1M | 188,043 | 0.11% | — |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $16.6M | 176,884 | 0.10% | — |
| IJH | ISHARES TR | $15.8M | 234,427 | 0.10% | — |
| MTN | VAIL RESORTS INC | $15.1M | 117,855 | 0.09% | — |
| HD | HOME DEPOT INC | $14.3M | 43,545 | 0.09% | — |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $13.2M | 706,163 | 0.08% | — |
| KO | COCA COLA CO | $12.7M | 167,474 | 0.08% | — |
| MRTN | MARTEN TRANS LTD | $11.7M | 889,273 | 0.07% | — |
| GLDD | GREAT LAKES DREDGE & DOCK CO | $9.9M | 584,424 | 0.06% | — |
| ENOV | ENOVIS CORPORATION | $9.5M | 416,582 | 0.06% | — |
| DE | DEERE & CO | $8.4M | 14,899 | 0.05% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.2M | 10 | 0.04% | — |
| IWM | ISHARES TR | $5.5M | 22,334 | 0.03% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.3M | 15,637 | 0.03% | — |
| CRH | CRH PLC | $4.4M | 42,037 | 0.03% | — |
| CSX | CSX CORP | $4.3M | 105,837 | 0.03% | — |
| MICC | MAGNUM ICE CREAM CO NV | $3.2M | 219,299 | 0.02% | — |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3.2M | 10,865 | 0.02% | — |
| ICLR | ICON PLC | $3.1M | 27,939 | 0.02% | — |
| KMX | CARMAX INC | $2.9M | 70,360 | 0.02% | — |
| PAG | PENSKE AUTOMOTIVE GRP INC | $2.4M | 15,816 | 0.01% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.3M | 37,453 | 0.01% | — |
| IWD | ISHARES TR | $2.3M | 10,557 | 0.01% | — |
| DUK | DUKE ENERGY CORP NEW | $2.2M | 16,961 | 0.01% | — |
| TG | TREDEGAR CORP | $2.2M | 276,378 | 0.01% | — |
| ALC | ALCON AG | $2.1M | 28,730 | 0.01% | — |
| GATX | GATX CORP | $2.1M | 12,150 | 0.01% | — |
| EXMOC | EXXON MOBIL CORP | $1.9M | 11,415 | 0.01% | — |
| NKE | NIKE INC | $1.9M | 36,202 | 0.01% | — |
| COST | COSTCO WHOLESALE CORPORATION | $1.7M | 1,730 | 0.01% | — |
| WFC | WELLS FARGO & CO | $1.6M | 19,595 | 0.01% | — |
| NFLX | NETFLIX INC. | $1.5M | 16,100 | 0.01% | — |
| MDLZ | MONDELEZ INTL INC | $1.5M | 26,138 | 0.01% | — |
| HSY | HERSHEY CO | $1.4M | 6,808 | 0.01% | — |
| PCAR | PACCAR INC | $1.4M | 11,992 | 0.01% | — |
| AMZN | AMAZON COM INC | $1.3M | 6,400 | 0.01% | — |
| AZN | ASTRAZENECA PLC | $1.3M | 6,470 | 0.01% | — |
| SHW | SHERWIN WILLIAMS CO | $1.3M | 3,900 | 0.01% | — |
| TGT | TARGET CORP | $987,839 | 8,150 | 0.01% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $791,656 | 4,767 | 0.00% | — |
| UDR | UDR INC | $789,540 | 23,373 | 0.00% | — |
| LPLA | LPL FINL HLDGS INC | $682,884 | 2,270 | 0.00% | — |
| VXF | VANGUARD INDEX FDS | $614,594 | 2,986 | 0.00% | — |
| GD | GENERAL DYNAMICS CORP | $568,716 | 1,657 | 0.00% | — |
| TOWN | TOWNEBANK PORTSMOUTH VA | $551,144 | 16,369 | 0.00% | — |
| ACN | ACCENTURE PLC IRELAND | $515,752 | 2,601 | 0.00% | — |
| BUR | BURFORD CAPITAL LIMITED | $490,791 | 108,582 | 0.00% | — |
| PFE | PFIZER INC | $479,073 | 17,061 | 0.00% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $475,538 | 730 | 0.00% | — |
| TSLA | TESLA INC | $471,751 | 1,269 | 0.00% | — |
This table is the 150 largest positions by value, out of 167 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by LONDON CO OF VIRGINIA (CIK 1259887, accession 0001398344-26-009231). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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