London Co. of Virginia

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), London Co. of Virginia reported 175 stock positions worth $17.6 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 3.7% of the portfolio, followed by Apple (AAPL, 3.3%) and Progressive (PGR, 2.9%). Compared with Q4 2024, it opened 8 new positions, sold out of 2, added to 30 and reduced 106. The biggest buy was a new position in Ally Financial (ALLY) and the biggest sale Merck (MRK, shares −99%).

Most Recent 13F: Q2 2026
Location: RICHMOND, VA
CIK: 0001259887
Portfolio Value: $17.6B (Q1 2025)
SEC Filing: 0001398344-25-009459 ↗ filed May 15, 2025

Holdings Value

Holdings 175 stocks · $17.6B


BRK.B Berkshire Hathaway Inc. Class B	3.72%	1,225,497	$652.7M	Reduce -2.7%
AAPL Apple Inc.	3.29%	2,601,848	$577.9M	Reduce -2.8%
PGR Progressive Corp.	2.94%	1,822,405	$515.8M	Reduce -2.7%
APD Air Products & Chemicals Inc.	2.62%	1,559,770	$460.0M	Reduce -2.7%
FIS Fidelity National Info Serv	2.51%	5,899,477	$440.6M	Reduce -3.4%
BLK BlackRock Inc.	2.44%	453,280	$429.0M	Reduce -7.6%
PM Philip Morris International	2.44%	2,697,088	$428.1M	Reduce -3.2%
AWI Armstrong World Industries	2.18%	2,719,044	$383.1M	Reduce -2.9%
NSC Norfolk Southern Corp.	2.15%	1,594,873	$377.7M	Reduce -2.4%
TXN Texas Instruments Inc.	2.07%	2,018,714	$362.8M	Reduce -2.9%
AER Aercap Holdings NV	1.99%	3,417,307	$349.1M	Reduce -3.0%
SCHW Schwab (charles) Corp.	1.98%	4,428,386	$346.7M	Reduce -2.9%
CINF Cincinnati Financial Corp.	1.92%	2,282,144	$337.1M	Reduce -3.7%
ENTG Entegris Inc.	1.90%	3,810,076	$333.3M	Add +25.9%
LOW Lowe's Cos Inc.	1.88%	1,414,469	$329.9M	Reduce -3.2%
NEU Newmarket Corp.	1.86%	574,827	$325.6M	Reduce -2.0%
CCI Crown Castle Inc.	1.80%	3,034,244	$316.3M	Add +0.8%
JNJ Johnson & Johnson	1.76%	1,858,038	$308.1M	Add +0.8%
SBUX Starbucks Corp.	1.64%	2,934,738	$287.9M	Reduce -1.6%
CVX Chevron Corp.	1.57%	1,650,808	$276.2M	Reduce -1.8%
MSFT Microsoft Corp.	1.55%	726,320	$272.7M	Reduce -3.4%
POST Post Holdings Inc. filed as POST HLDGS INC	1.50%	2,264,498	$263.5M	Reduce -3.2%
MO Altria Group Inc.	1.41%	4,128,864	$247.8M	Reduce -2.7%
PAYX Paychex Inc.	1.40%	1,589,519	$245.2M	Reduce -3.5%
TEL Te Connectivity PLC	1.37%	1,702,293	$240.6M	Reduce -0.2%
CHDN Churchill Downs Inc.	1.37%	2,158,776	$239.8M	Reduce -3.3%
ALSN Allison Transmission Holding	1.34%	2,451,905	$234.6M	Reduce -4.1%
SGI Somnigroup International Inc.	1.29%	3,779,785	$226.3M	Reduce -12.4%
CSCO Cisco Systems Inc.	1.29%	3,656,237	$225.6M	Reduce -3.6%
OTIS Otis Worldwide Corp.	1.27%	2,153,047	$222.2M	Reduce -4.0%
WAT Waters Corp.	1.25%	597,348	$220.2M	Reduce -3.1%
D Dominion Energy Inc.	1.21%	3,793,254	$212.7M	Add +2.8%
NOC Northrop Grumman Corp.	1.20%	410,293	$210.1M	Reduce -3.1%
FAST Fastenal Co.	1.20%	2,708,458	$210.0M	Reduce -3.4%
GLW Corning Inc.	1.19%	4,553,526	$208.5M	Add +746.4%
LII Lennox International Inc.	1.18%	369,783	$207.4M	Reduce -4.0%
MC Moelis & Co. Class A	1.18%	3,543,210	$206.8M	Reduce -3.4%
MTB M & T Bank Corp. filed as M & T BK CORP	1.16%	1,138,583	$203.5M	Reduce -4.1%
CPRT Copart Inc.	1.14%	3,524,015	$199.4M	Reduce -4.0%
STE Steris PLC	1.12%	864,582	$196.0M	Reduce -4.0%
ODFL Old Dominion Freight Line	1.11%	1,176,799	$194.7M	Add +9.1%
ALLY Ally Financial Inc.	1.05%	5,045,796	$184.0M	New
VMC Vulcan Materials Co.	1.00%	753,905	$175.9M	Reduce -4.1%
BRKR Bruker Corp.	0.98%	4,138,969	$172.8M	Reduce -1.3%
UNF Unifirst Corp.	0.97%	980,110	$170.5M	Add +0.0%
CBRE CBRE Group Inc. Class A	0.95%	1,277,702	$167.1M	Reduce -27.8%
POOL Pool Corp.	0.93%	514,608	$163.8M	Reduce -4.1%
KEYS Keysight Technologies Inc.	0.91%	1,070,102	$160.3M	Reduce -4.1%
ATR Aptargroup Inc.	0.90%	1,062,987	$157.7M	Reduce -4.0%
BALL Ball Corp.	0.87%	2,925,296	$152.3M	Reduce -4.2%
GOOG Alphabet Inc. Class C	0.86%	965,293	$150.8M	Reduce -0.8%
DLTR Dollar Tree Inc.	0.80%	1,881,179	$141.2M	Reduce -4.4%
APH Amphenol Corp. Class A	0.80%	2,129,022	$139.6M	Reduce -33.0%
LW Lamb Weston Holdings Inc.	0.77%	2,526,447	$134.7M	Reduce -5.9%
UPS United Parcel Service Class B	0.76%	1,213,848	$133.5M	Reduce -1.3%
WTM White Mountains Insurance GP	0.76%	69,158	$133.2M	Reduce -0.2%
DEO Diageo PLC-Sponsored ADR	0.64%	1,077,157	$112.9M	Reduce -4.1%
CMCSA Comcast Corp. Class A	0.64%	3,039,652	$112.2M	Reduce -1.0%
SWKS Skyworks Solutions Inc.	0.63%	1,717,946	$111.0M	Reduce -4.2%
V Visa Inc. Class A	0.62%	308,916	$108.3M	Reduce -0.9%
MUSA Murphy USA Inc.	0.55%	206,012	$96.8M	Add +0.1%
MLM Martin Marietta Materials	0.51%	186,723	$89.3M	Reduce -1.2%
FISV Fiserv Inc.	0.50%	394,226	$87.1M	Reduce -0.9%
THG Hanover Insurance Group Inc./	0.47%	469,362	$81.6M	Reduce -0.1%
RSG Republic Services Inc.	0.46%	335,593	$81.3M	Reduce -1.3%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.45%	453,237	$79.3M	Add +0.6%
ORLY O'reilly Automotive Inc.	0.44%	53,437	$76.6M	Reduce -0.8%
CWST Casella Waste Systems Inc. Class A	0.41%	652,143	$72.7M	Add +0.0%
CB Chubb Ltd.	0.41%	236,974	$71.6M	Reduce -1.2%
QLYS Qualys Inc.	0.34%	467,975	$58.9M	Add +0.8%
FDX FedEx Corp.	0.31%	224,123	$54.6M	Reduce -1.2%
CACC Credit Acceptance Corp.	0.30%	103,120	$53.2M	Add +0.6%
CHD Church & Dwight Co. Inc.	0.30%	479,446	$52.8M	Reduce -0.9%
FR First Industrial Realty TR	0.30%	976,611	$52.7M	Add +0.3%
ACIW Aci Worldwide Inc.	0.28%	911,731	$49.9M	Reduce -0.1%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.28%	264,477	$48.3M	Add +0.3%
BF.B Brown-Forman Corp. Class B	0.27%	1,399,152	$47.5M	Reduce -4.2%
BR Broadridge Financial Solutio	0.26%	191,629	$46.5M	Reduce -23.2%
AXTA Axalta Coating Systems Ltd.	0.26%	1,370,295	$45.5M	Add +0.3%
DECK Deckers Outdoor Corp.	0.22%	342,834	$38.3M	Reduce -0.9%
LSTR Landstar System Inc.	0.21%	247,476	$37.2M	Reduce -0.1%
ZBRA Zebra Technologies Corp. Class A	0.21%	129,668	$36.6M	Reduce -1.1%
EPRT Essential Properties Realty	0.21%	1,104,272	$36.0M	Reduce -0.1%
MATX Matson Inc.	0.20%	273,317	$35.0M	Reduce -0.2%
GOLF Acushnet Holdings Corp.	0.18%	459,199	$31.5M	Reduce -0.3%
TTC Toro Co.	0.18%	423,572	$30.8M	Add +2.3%
VNT Vontier Corp.	0.17%	931,093	$30.6M	Reduce -0.2%
ESI Element Solutions Inc.	0.17%	1,341,112	$30.3M	Add +14.4%
AUB Atlantic Union Bankshares Co.	0.16%	917,847	$28.6M	Reduce -0.6%
CCC CCC Intelligent Solutions Ho	0.16%	3,143,832	$28.4M	Reduce -6.0%
GTES Gates Industrial Corp. UK Ltd.	0.16%	1,535,885	$28.3M	Reduce -0.0%
ATKR Atkore Inc.	0.16%	457,406	$27.4M	New
GHC Graham Holdings Co. Class B	0.15%	27,194	$26.1M	Reduce -0.1%
CTS CTS Corp.	0.14%	606,025	$25.2M	Reduce -0.3%
RVLV Revolve Group Inc. Class A	0.14%	1,148,482	$24.7M	Reduce -0.3%
TREX Trex Company Inc.	0.14%	422,864	$24.6M	Reduce -0.3%
SAIA Saia Inc.	0.14%	69,500	$24.3M	New
REYN Reynolds Consumer Products I	0.14%	993,778	$23.7M	Reduce -2.9%
MTN Vail Resorts Inc.	0.13%	147,803	$23.7M	Add +3.9%
IJH iShares Core S&P Midcap ETF	0.12%	349,141	$20.4M	Reduce -15.4%

Show all 175 holdings

Portfolio Sells Q4 2024 → Q1 2025


MRK Merck & Co. Inc.	Reduce -99.3%	0.01%	−1.17
BRBR Bellring Brands Inc.	Sold out	0.00%	−0.54
APH Amphenol Corp. Class A	Reduce -33.0%	0.80%	−0.41
AAPL Apple Inc.	Reduce -2.8%	3.29%	−0.37
HD Home Depot Inc.	Reduce -76.7%	0.11%	−0.36
BRKR Bruker Corp.	Reduce -1.3%	0.98%	−0.36
CBRE CBRE Group Inc. Class A	Reduce -27.8%	0.95%	−0.32
BLK BlackRock Inc.	Reduce -7.6%	2.44%	−0.30
MC Moelis & Co. Class A	Reduce -3.4%	1.18%	−0.30
CHDN Churchill Downs Inc.	Reduce -3.3%	1.37%	−0.26
IWD iShares Russell 1000 Value E	Reduce -84.9%	0.05%	−0.25
SWKS Skyworks Solutions Inc.	Reduce -4.2%	0.63%	−0.24
LW Lamb Weston Holdings Inc.	Reduce -5.9%	0.77%	−0.21
FIS Fidelity National Info Serv	Reduce -3.4%	2.51%	−0.18
MSFT Microsoft Corp.	Reduce -3.4%	1.55%	−0.18
ALSN Allison Transmission Holding	Reduce -4.1%	1.34%	−0.17
DECK Deckers Outdoor Corp.	Reduce -0.9%	0.22%	−0.17
GOOG Alphabet Inc. Class C	Reduce -0.8%	0.86%	−0.15
DEO Diageo PLC-Sponsored ADR	Reduce -4.1%	0.64%	−0.14
IVV iShares Core S&P 500 ETF	Reduce -52.3%	0.11%	−0.12
CABO Cable One Inc.	Reduce -57.9%	0.05%	−0.10
VMC Vulcan Materials Co.	Reduce -4.1%	1.00%	−0.10
LII Lennox International Inc.	Reduce -4.0%	1.18%	−0.10
CNNE Cannae Holdings Inc.	Reduce -53.2%	0.08%	−0.10
LOW Lowe's Cos Inc.	Reduce -3.2%	1.88%	−0.09
UPS United Parcel Service Class B	Reduce -1.3%	0.76%	−0.09
RVLV Revolve Group Inc. Class A	Reduce -0.3%	0.14%	−0.07
ZBRA Zebra Technologies Corp. Class A	Reduce -1.1%	0.21%	−0.07
POOL Pool Corp.	Reduce -4.1%	0.93%	−0.07
KEYS Keysight Technologies Inc.	Reduce -4.1%	0.91%	−0.07
TXN Texas Instruments Inc.	Reduce -2.9%	2.07%	−0.06
MTB M & T Bank Corp.	Reduce -4.1%	1.16%	−0.06
CCC CCC Intelligent Solutions Ho	Reduce -6.0%	0.16%	−0.05
ATR Aptargroup Inc.	Reduce -4.0%	0.90%	−0.05
BALL Ball Corp.	Reduce -4.2%	0.87%	−0.05
IWB iShares Russell 1000 ETF	Reduce -92.2%	0.00%	−0.05
SGI Somnigroup International Inc.	Reduce -12.4%	1.29%	−0.05
BR Broadridge Financial Solutio	Reduce -23.2%	0.26%	−0.04
FDX FedEx Corp.	Reduce -1.2%	0.31%	−0.04
DV Doubleverify Holdings Inc.	Reduce -14.0%	0.06%	−0.04
BF.B Brown-Forman Corp. Class B	Reduce -4.2%	0.27%	−0.03
CTS CTS Corp.	Reduce -0.3%	0.14%	−0.03
AUB Atlantic Union Bankshares Co.	Reduce -0.6%	0.16%	−0.03
MLM Martin Marietta Materials	Reduce -1.2%	0.51%	−0.02
IJH iShares Core S&P Midcap ETF	Reduce -15.4%	0.12%	−0.02
PLUS Eplus Inc.	Reduce -4.0%	0.10%	−0.02
LSTR Landstar System Inc.	Reduce -0.1%	0.21%	−0.02
HAE Haemonetics Corp.	Reduce -2.1%	0.10%	−0.02
TREX Trex Company Inc.	Reduce -0.3%	0.14%	−0.02
TGT Target Corp.	Reduce -69.0%	0.01%	−0.02

Portfolio Buys Q4 2024 → Q1 2025


ALLY Ally Financial Inc.	New	1.05%	+1.05
GLW Corning Inc.	Add +746.4%	1.19%	+1.05
CCI Crown Castle Inc.	Add +0.8%	1.80%	+0.31
JNJ Johnson & Johnson	Add +0.8%	1.76%	+0.30
ENTG Entegris Inc.	Add +25.9%	1.90%	+0.26
ATKR Atkore Inc.	New	0.16%	+0.16
SAIA Saia Inc.	New	0.14%	+0.14
D Dominion Energy Inc.	Add +2.8%	1.21%	+0.13
ODFL Old Dominion Freight Line	Add +9.1%	1.11%	+0.07
UNF Unifirst Corp.	Add +0.0%	0.97%	+0.06
CACC Credit Acceptance Corp.	Add +0.6%	0.30%	+0.04
CWST Casella Waste Systems Inc. Class A	Add +0.0%	0.41%	+0.04
FR First Industrial Realty TR	Add +0.3%	0.30%	+0.03
NGVT Ingevity Corp.	Add +29.7%	0.11%	+0.03
MZTI The Marzetti Company	Add +0.6%	0.45%	+0.03
JKHY Jack Henry & Associates Inc.	Add +0.3%	0.28%	+0.02
LLYVK Liberty Media Corp.-Liberty-C	Add +25.7%	0.08%	+0.02
ESI Element Solutions Inc.	Add +14.4%	0.17%	+0.01
WTW Willis Towers Watson PLC	New	0.00%	+0.00
AXTA Axalta Coating Systems Ltd.	Add +0.3%	0.26%	+0.00
CRH CRH PLC	Add +188.9%	0.00%	+0.00
ALC Alcon Inc.	New	0.00%	+0.00
UDR Udr Inc.	Add +38.5%	0.01%	+0.00
WFC Wells Fargo & Co.	Add +13.7%	0.01%	+0.00
ICLR Icon PLC	New	0.00%	+0.00
IWM iShares Russell 2000 ETF	Add +9.6%	0.06%	+0.00
NXPI NXP Semiconductors NV	New	0.00%	+0.00
BUR Burford Capital Ltd.	New	0.00%	+0.00
ALEX Alexander & Baldwin Inc.	Add +0.4%	0.09%	+0.00
TSM Taiwan Semiconductor-SP ADR	Add +142.8%	0.00%	+0.00
TG Tredegar Corp.	Add +1.7%	0.01%	+0.00
CERT Certara Inc.	Add +3.4%	0.08%	+0.00
MRTN Marten Transport Ltd.	Add +1.6%	0.07%	−0.01
TTC Toro Co.	Add +2.3%	0.18%	−0.01
ENOV Enovis Corp.	Add +1.6%	0.10%	−0.01
MTN Vail Resorts Inc.	Add +3.9%	0.13%	−0.01
MUSA Murphy USA Inc.	Add +0.1%	0.55%	−0.01
QLYS Qualys Inc.	Add +0.8%	0.34%	−0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	169	$17.5B	GLW, AAPL, BRK.B, NSC, D
Q1 2026	167	$16.2B	AAPL, BRK.B, GLW, NSC, D
Q4 2025	170	$17.3B	AAPL, NSC, GLW, BRK.B, BLK
Q3 2025	174	$18.1B	AAPL, NSC, BRK.B, BLK, GLW
Q2 2025	174	$17.7B	AAPL, BRK.B, PGR, NSC, FIS
Q1 2025	175	$17.6B	BRK.B, AAPL, PGR, APD, FIS
Q4 2024	169	$18.3B	AAPL, BRK.B, BLK, FIS, APD
Q3 2024	169	$19.0B	AAPL, BRK.B, FIS, APD, PGR
Q2 2024	171	$17.8B	AAPL, BRK.B, FIS, APD, TXN
Q1 2024	165	$19.0B	BRK.B, AAPL, FIS, BLK, NSC