Universe · entity
LONDON CO OF VIRGINIA
Institutional manager (13F) · CIK 1259887
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $13.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $576M | 2,269,872 |
| 2 | BERKSHIRE HATHAWAY INC DEL | $519M | 1,082,249 |
| 3 | CORNING INC | $516M | 3,795,637 |
| 4 | NORFOLK SOUTHN CORP | $488M | 1,700,297 |
| 5 | DOMINION ENERGY INC | $429M | 6,943,525 |
| 6 | JOHNSON & JOHNSON | $392M | 1,604,354 |
| 7 | CHEVRON CORPORATION | $391M | 1,892,105 |
| 8 | AIR PRODUCTS AND CHEMICALS I | $382M | 1,316,549 |
| 9 | BLACKROCK INC | $380M | 395,591 |
| 10 | AERCAP HOLDINGS NV | $349M | 2,544,068 |
| 11 | ENTEGRIS INC | $347M | 2,955,631 |
| 12 | TEXAS INSTRS INC | $339M | 1,746,259 |
| 13 | SCHWAB CHARLES CORP | $335M | 3,569,280 |
| 14 | PHILIP MORRIS INTL INC | $334M | 2,020,161 |
| 15 | PROGRESSIVE CORP | $316M | 1,594,226 |
| 16 | TE CONNECTIVITY PLC | $311M | 1,489,812 |
| 17 | CINCINNATI FINL CORP | $297M | 1,887,411 |
| 18 | NEWMARKET CORP | $296M | 461,027 |
| 19 | LOWES COS INC | $293M | 1,239,707 |
| 20 | ARMSTRONG WORLD INDS INC NEW | $284M | 1,723,367 |
| 21 | CUMMINS INC | $274M | 508,834 |
| 22 | DOLLAR TREE INC | $252M | 2,300,205 |
| 23 | CHUBB LTD SWITZ | $249M | 762,617 |
| 24 | CISCO SYS INC | $246M | 3,176,818 |
| 25 | NORTHROP GRUMMAN CORP | $243M | 356,554 |
| 26 | ALTRIA GROUP INC | $237M | 3,592,274 |
| 27 | MICROSOFT CORP | $237M | 638,980 |
| 28 | KEYSIGHT TECHNOLOGIES INC | $235M | 833,037 |
| 29 | SOMNIGROUP INTERNATIONAL INC | $235M | 3,177,857 |
| 30 | CHURCHILL DOWNS INC | $233M | 2,593,821 |
| 31 | ALLISON TRANSMISSION HLDGS I | $223M | 1,905,273 |
| 32 | FASTENAL CO | $218M | 4,694,013 |
| 33 | ALPHABET INC | $214M | 747,417 |
| 34 | STARBUCKS CORP | $203M | 2,268,061 |
| 35 | UNIFIRST CORP MASS | $195M | 775,264 |
| 36 | OLD DOMINION FREIGHT LINE IN | $188M | 964,653 |
| 37 | M & T BK CORP | $182M | 882,721 |
| 38 | MOELIS & CO | $166M | 2,903,947 |
| 39 | COOPER COS INC | $160M | 2,237,145 |
| 40 | VULCAN MATLS CO | $159M | 584,971 |
| 41 | ALLY FINL INC | $153M | 3,904,868 |
| 42 | STERIS PLC | $148M | 670,852 |
| 43 | RESTAURANT BRANDS INTL INC | $148M | 2,002,235 |
| 44 | POST HLDGS INC | $146M | 1,476,638 |
| 45 | UNITEDHEALTH GROUP INC | $142M | 524,146 |
| 46 | CBRE GROUP INC | $135M | 995,446 |
| 47 | BALL CORP | $135M | 2,277,942 |
| 48 | LENNOX INTL INC | $132M | 283,923 |
| 49 | DOMINOS PIZZA INC | $129M | 360,242 |
| 50 | WHITE MTNS INS GROUP LTD | $126M | 57,131 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.