Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LONDON CO OF VIRGINIA (CIK 1259887) reported $16.23B across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($576.1M, 3.55%), BRK/B ($518.6M, 3.20%), GLW ($516.1M, 3.18%), NSC ($488.0M, 3.01%), D ($429.2M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $576.1M | 3.55% | 2.3M | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $518.6M | 3.20% | 1.1M | Added |
| 3 | GLW | CORNING INC | $516.1M | 3.18% | 3.8M | Trimmed |
| 4 | NSC | NORFOLK SOUTHN CORP | $488.0M | 3.01% | 1.7M | Trimmed |
| 5 | D | DOMINION ENERGY INC | $429.2M | 2.64% | 6.9M | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $392.2M | 2.42% | 1.6M | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $391.5M | 2.41% | 1.9M | Trimmed |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | $382.5M | 2.36% | 1.3M | Trimmed |
| 9 | BLK | BLACKROCK INC | $380.5M | 2.34% | 395,591 | Trimmed |
| 10 | AER | AERCAP HOLDINGS NV | $349.0M | 2.15% | 2.5M | Trimmed |
| 11 | ENTG | ENTEGRIS INC | $346.5M | 2.14% | 3.0M | Trimmed |
| 12 | TXN | TEXAS INSTRS INC | $339.0M | 2.09% | 1.7M | Trimmed |
| 13 | SCHW | SCHWAB CHARLES CORP | $335.4M | 2.07% | 3.6M | Trimmed |
| 14 | PM | PHILIP MORRIS INTL INC | $334.0M | 2.06% | 2.0M | Trimmed |
| 15 | PGR | PROGRESSIVE CORP | $316.0M | 1.95% | 1.6M | Trimmed |
| 16 | TEL | TE CONNECTIVITY PLC | $311.4M | 1.92% | 1.5M | Trimmed |
| 17 | CINF | CINCINNATI FINL CORP | $297.0M | 1.83% | 1.9M | Trimmed |
| 18 | NEU | NEWMARKET CORP | $295.5M | 1.82% | 461,027 | Trimmed |
| 19 | LOW | LOWES COS INC | $292.9M | 1.80% | 1.2M | Trimmed |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | $284.0M | 1.75% | 1.7M | Trimmed |
| 21 | CMI | CUMMINS INC | $273.8M | 1.69% | 508,834 | Trimmed |
| 22 | DLTR | DOLLAR TREE INC | $251.9M | 1.55% | 2.3M | Trimmed |
| 23 | CB | CHUBB LTD SWITZ | $248.6M | 1.53% | 762,617 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $246.5M | 1.52% | 3.2M | Trimmed |
| 25 | NOC | NORTHROP GRUMMAN CORP | $243.3M | 1.50% | 356,554 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31