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London Co Of Virginia 13F holdings
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London Co Of Virginia 13F holdings

London Co Of Virginia reported 155 positions with a total reported value of $17.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GLW CORNING INC (4.7%), AAPL APPLE INC (3.6%), BRK-B BERKSHIRE HATHAWAY INC DEL (3.1%), NORFOLK SOUTHN CORP (3.0%), D DOMINION ENERGY INC (2.7%). Against 2026-03-31 it opened 3 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 155 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
GLW CORNING INC3,220,119$822.5M4.7%
AAPL APPLE INC2,199,195$636.4M3.6%
BRK-B BERKSHIRE HATHAWAY INC DEL1,062,537$539.2M3.1%
NORFOLK SOUTHN CORP1,652,991$520.0M3.0%
D DOMINION ENERGY INC6,834,123$466.7M2.7%
TEXAS INSTRS INC1,549,011$461.7M2.6%
ENTG ENTEGRIS INC2,490,787$447.8M2.6%
JNJ JOHNSON & JOHNSON1,549,812$393.6M2.2%
NEU NEWMARKET CORP488,482$386.5M2.2%
APD AIR PRODUCTS AND CHEMICALS I1,280,962$375.6M2.1%
BLK BLACKROCK INC383,099$368.4M2.1%
CSCO CISCO SYS INC3,084,363$362.3M2.1%
AER AERCAP HOLDINGS NV2,423,092$353.3M2.0%
PM PHILIP MORRIS INTL INC1,951,756$353.1M2.0%
CMI CUMMINS INC492,548$351.3M2.0%
PGR PROGRESSIVE CORP1,548,853$338.4M1.9%
CINCINNATI FINL CORP1,816,988$336.4M1.9%
SCHW SCHWAB CHARLES CORP3,452,804$318.6M1.8%
REPUBLIC SVCS INC1,494,982$318.6M1.8%
CVX CHEVRON CORPORATION1,827,459$302.9M1.7%
SGI SOMNIGROUP INTERNATIONAL INC3,764,607$295.1M1.7%
DLTR DOLLAR TREE INC2,203,154$266.5M1.5%
LOWES COS INC1,199,624$264.5M1.5%
AWI ARMSTRONG WORLD INDS INC NEW1,644,407$263.8M1.5%
CB CHUBB LIMITED739,329$251.9M1.4%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
APPF APPFOLIO INC703,151$112.8M0.6%
MGRC MCGRATH RENTCORP162,617$19.7M0.1%
FEDEX FGHT HLDG CO INC91,908$13.9M<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
OTIS OTIS WORLDWIDE CORP1,121,660$86.5M0.5%
GREAT LAKES DREDGE & DOCK CO584,424$9.9M<0.1%
BUR BURFORD CAPITAL LIMITED108,582$490.8K<0.1%
NGVT INGEVITY CORP4,428$315.4K<0.1%
COP CONOCOPHILLIPS1,621$214.0K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
REPUBLIC SVCS INC360,8861,494,982+314.3%$318.6M
COOPER COS INC2,237,1452,898,075+29.5%$207.8M
SGI SOMNIGROUP INTERNATIONAL INC3,177,8573,764,607+18.5%$295.1M
NEU NEWMARKET CORP461,027488,482+6.0%$386.5M
UNH UNITEDHEALTH GROUP INC524,146569,127+8.6%$236.6M
LLYVA LIBERTY LIVE HOLDINGS INC176,884186,117+5.2%$19.7M
ATKR ATKORE INC377,623386,827+2.4%$29.4M
WTW WILLIS TOWERS WATSON PLC LTD10,86513,211+21.6%$3.5M
SPY STATE STR SPDR S&P 500 ETF T7301,210+65.8%$904.5K
WFC WELLS FARGO & CO19,59523,489+19.9%$1.9M
ICLR ICON PUB LTD CO27,93929,145+4.3%$5.1M
TSM TAIWAN SEMICONDUCTOR MANUFAC15,63715,989+2.3%$7.6M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
GLW CORNING INC3,795,6373,220,119-15.2%$822.5M
TEL TE CONNECTIVITY PLC1,489,8121,059,687-28.9%$213.6M
ENTG ENTEGRIS INC2,955,6312,490,787-15.7%$447.8M
KEYS KEYSIGHT TECHNOLOGIES INC833,037621,965-25.3%$217.7M
LW LAMB WESTON HLDGS INC1,969,879474,139-75.9%$20.5M
TEXAS INSTRS INC1,746,2591,549,011-11.3%$461.7M
GOOGL ALPHABET INC747,417681,915-8.8%$240.9M
AAPL APPLE INC2,269,8722,199,195-3.1%$636.4M
AER AERCAP HOLDINGS NV2,544,0682,423,092-4.8%$353.3M
NORFOLK SOUTHN CORP1,700,2971,652,991-2.8%$520.0M
MUSA MURPHY USA INC167,528140,208-16.3%$75.6M
JNJ JOHNSON & JOHNSON1,604,3541,549,812-3.4%$393.6M
CIK 1259887 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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