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 $17.54B across 169 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($822.5M, 4.69%), AAPL ($636.4M, 3.63%), BRKB ($531.7M, 3.03%), NSC ($520.0M, 2.97%), D ($466.7M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $822.5M | 4.69% | 3.2M | Trimmed |
| 2 | AAPL | APPLE INC | $636.4M | 3.63% | 2.2M | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $531.7M | 3.03% | 1.1M | Trimmed |
| 4 | NSC | NORFOLK SOUTHN CORP | $520.0M | 2.97% | 1.7M | Trimmed |
| 5 | D | DOMINION ENERGY INC | $466.7M | 2.66% | 6.8M | Trimmed |
| 6 | TXN | TEXAS INSTRS INC | $461.7M | 2.63% | 1.5M | Trimmed |
| 7 | ENTG | ENTEGRIS INC | $447.8M | 2.55% | 2.5M | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $393.6M | 2.24% | 1.5M | Trimmed |
| 9 | NEU | NEWMARKET CORP | $386.5M | 2.20% | 488,482 | Added |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | $375.6M | 2.14% | 1.3M | Trimmed |
| 11 | BLK | BLACKROCK INC | $368.4M | 2.10% | 383,099 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $362.3M | 2.07% | 3.1M | Trimmed |
| 13 | PM | PHILIP MORRIS INTL INC | $353.1M | 2.01% | 2.0M | Trimmed |
| 14 | AER | AERCAP HOLDINGS NV | $353.3M | 2.01% | 2.4M | Trimmed |
| 15 | CMI | CUMMINS INC | $351.3M | 2.00% | 492,548 | Trimmed |
| 16 | PGR | PROGRESSIVE CORP | $338.4M | 1.93% | 1.5M | Trimmed |
| 17 | CINF | CINCINNATI FINL CORP | $336.4M | 1.92% | 1.8M | Trimmed |
| 18 | RSG | REPUBLIC SVCS INC | $318.6M | 1.82% | 1.5M | Added |
| 19 | SCHW | SCHWAB CHARLES CORP | $318.6M | 1.82% | 3.5M | Trimmed |
| 20 | CVX | CHEVRON CORPORATION | $302.9M | 1.73% | 1.8M | Trimmed |
| 21 | SGI | SOMNIGROUP INTERNATIONAL INC | $295.1M | 1.68% | 3.8M | Added |
| 22 | DLTR | DOLLAR TREE INC | $266.5M | 1.52% | 2.2M | Trimmed |
| 23 | LOW | LOWES COS INC | $264.5M | 1.51% | 1.2M | Trimmed |
| 24 | AWI | ARMSTRONG WORLD INDS INC NEW | $263.8M | 1.50% | 1.6M | Trimmed |
| 25 | CB | CHUBB LIMITED | $251.9M | 1.44% | 739,329 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30