LONDON CO OF VIRGINIA 13F Holdings

CIK 0001259887 · RICHMOND, VA

As of Sep 30, 2025, LONDON CO OF VIRGINIA reported 174 positions worth 8.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology2,483,978$632.5M3.49%
NORFOLK SOUTHERN CORPNSCIndustrials1,805,124$542.3M2.99%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,023,676$514.7M2.84%
BLACKROCK INCBLKFinancial Services434,175$506.2M2.79%
CORNING INCGLWTechnology5,955,379$488.5M2.70%
NEWMARKET CORPNEUBasic Materials529,332$438.4M2.42%
PROGRESSIVE CORPPGRFinancial Services1,748,776$431.9M2.38%
ARMSTRONG WORLD INDUSTRIES INCAWIBasic Materials2,135,597$418.6M2.31%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials1,501,615$409.5M2.26%
SCHWAB CHARLES CORPSCHWEquity4,238,650$404.7M2.23%
AERCAP HOLDINGS NVAERIndustrials3,042,147$368.1M2.03%
MICROSOFT CORPMSFTTechnology699,146$362.1M2.00%
TE CONNECTIVITY PLCTELTechnology1,645,266$361.2M1.99%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive2,211,518$358.7M1.98%
TEXAS INSTRUMENTS INCTXNTechnology1,927,740$354.2M1.96%
LOWES COMPANIES INCLOWConsumer Cyclical1,357,368$341.1M1.88%
CINCINNATI FINANCIAL CORPCINFFinancial Services2,142,501$338.7M1.87%
JOHNSON & JOHNSONJNJHealthcare1,767,375$327.7M1.81%
ENTEGRIS INCENTGTechnology3,536,136$327.0M1.80%
CHEVRON CORPCHVEnergy2,079,993$323.0M1.78%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical3,788,045$319.4M1.76%
DOMINION ENERGY INCDUtilities4,900,535$299.8M1.65%
CHURCHILL DOWNS INCCHDNConsumer Cyclical2,850,107$276.5M1.53%
CROWN CASTLE INCCCIReal Estate2,841,108$274.1M1.51%
ALTRIA GROUP INCMOEquity3,951,964$261.1M1.44%