London Co. of Virginia

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), London Co. of Virginia reported 174 stock positions worth $17.7 billion. Its top holding was Apple (AAPL) at 3.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 2.9%) and Progressive (PGR, 2.7%). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 33 and reduced 105. The biggest buy was Chubb (CB, shares +211%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −14%).

Most Recent 13F: Q2 2026
Location: RICHMOND, VA
CIK: 0001259887
Portfolio Value: $17.7B (Q2 2025)
SEC Filing: 0001398344-25-015405 ↗ filed Aug 14, 2025

Holdings Value

Holdings 174 stocks · $17.7B


AAPL Apple Inc.	2.96%	2,547,704	$522.7M	Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B	2.89%	1,050,644	$510.4M	Reduce -14.3%
PGR Progressive Corp.	2.69%	1,778,506	$474.6M	Reduce -2.4%
NSC Norfolk Southern Corp.	2.67%	1,844,928	$472.3M	Add +15.7%
FIS Fidelity National Info Serv	2.64%	5,726,352	$466.2M	Reduce -2.9%
BLK BlackRock Inc.	2.63%	443,231	$465.1M	Reduce -2.2%
APD Air Products & Chemicals Inc.	2.43%	1,524,506	$430.0M	Reduce -2.3%
TXN Texas Instruments Inc.	2.31%	1,969,214	$408.9M	Reduce -2.5%
PM Philip Morris International	2.30%	2,228,823	$405.9M	Reduce -17.4%
SCHW Schwab (charles) Corp.	2.23%	4,323,063	$394.4M	Reduce -2.4%
NEU Newmarket Corp.	2.16%	553,479	$382.4M	Reduce -3.7%
AWI Armstrong World Industries	2.11%	2,300,944	$373.8M	Reduce -15.4%
AER Aercap Holdings NV	2.10%	3,174,167	$371.4M	Reduce -7.1%
MSFT Microsoft Corp.	2.00%	710,449	$353.4M	Reduce -2.2%
CINF Cincinnati Financial Corp.	1.86%	2,208,621	$328.9M	Reduce -3.2%
GLW Corning Inc.	1.78%	5,979,292	$314.5M	Add +31.3%
LOW Lowe's Cos Inc.	1.74%	1,383,655	$307.0M	Reduce -2.2%
CHDN Churchill Downs Inc.	1.71%	2,994,070	$302.4M	Add +38.7%
CCI Crown Castle Inc.	1.71%	2,943,532	$302.4M	Reduce -3.0%
CVX Chevron Corp.	1.71%	2,106,634	$301.7M	Add +27.6%
ENTG Entegris Inc.	1.68%	3,674,950	$296.4M	Reduce -3.5%
TEL Te Connectivity PLC	1.60%	1,674,057	$282.4M	Reduce -1.7%
DLTR Dollar Tree Inc.	1.59%	2,840,104	$281.3M	Add +51.0%
D Dominion Energy Inc.	1.59%	4,965,699	$280.7M	Add +30.9%
JNJ Johnson & Johnson	1.56%	1,810,203	$276.5M	Reduce -2.6%
SGI Somnigroup International Inc.	1.52%	3,957,172	$269.3M	Add +4.7%
SBUX Starbucks Corp.	1.48%	2,857,196	$261.8M	Reduce -2.6%
CSCO Cisco Systems Inc.	1.40%	3,556,256	$246.7M	Reduce -2.7%
MO Altria Group Inc.	1.34%	4,028,394	$236.2M	Reduce -2.4%
PAYX Paychex Inc.	1.27%	1,546,258	$224.9M	Reduce -2.7%
ALSN Allison Transmission Holding	1.26%	2,350,571	$223.3M	Reduce -4.1%
FAST Fastenal Co.	1.25%	5,268,327	$221.3M	Reduce -2.7%
CB Chubb Ltd.	1.21%	737,090	$213.6M	Add +211.0%
MC Moelis & Co. Class A	1.20%	3,416,998	$212.9M	Reduce -3.6%
MTB M & T Bank Corp. filed as M & T BK CORP	1.20%	1,091,696	$211.8M	Reduce -4.1%
OTIS Otis Worldwide Corp.	1.16%	2,068,624	$204.8M	Reduce -3.9%
WAT Waters Corp.	1.15%	580,436	$202.6M	Reduce -2.8%
LII Lennox International Inc.	1.15%	353,027	$202.4M	Reduce -4.5%
APH Amphenol Corp. Class A	1.14%	2,043,806	$201.8M	Reduce -4.0%
POST Post Holdings Inc. filed as POST HLDGS INC	1.14%	1,843,235	$201.0M	Reduce -18.6%
NOC Northrop Grumman Corp.	1.13%	399,361	$199.7M	Reduce -2.7%
STE Steris PLC	1.13%	828,686	$199.1M	Reduce -4.2%
VMC Vulcan Materials Co.	1.07%	723,104	$188.6M	Reduce -4.1%
ALLY Ally Financial Inc.	1.06%	4,830,152	$188.1M	Reduce -4.3%
ODFL Old Dominion Freight Line	1.05%	1,145,472	$185.9M	Reduce -2.7%
UNF Unifirst Corp.	1.01%	947,077	$178.3M	Reduce -3.4%
CBRE CBRE Group Inc. Class A	0.97%	1,226,944	$171.9M	Reduce -4.0%
GOOG Alphabet Inc. Class C	0.96%	953,546	$169.1M	Reduce -1.2%
KEYS Keysight Technologies Inc.	0.95%	1,027,020	$168.3M	Reduce -4.0%
BRKR Bruker Corp.	0.94%	4,023,813	$165.8M	Reduce -2.8%
CPRT Copart Inc.	0.94%	3,374,056	$165.6M	Reduce -4.3%
ATR Aptargroup Inc.	0.90%	1,021,281	$159.8M	Reduce -3.9%
BALL Ball Corp.	0.89%	2,810,356	$157.6M	Reduce -3.9%
POOL Pool Corp.	0.81%	492,958	$143.7M	Reduce -4.2%
LW Lamb Weston Holdings Inc.	0.73%	2,490,353	$129.1M	Reduce -1.4%
WTM White Mountains Insurance GP	0.70%	68,770	$123.5M	Reduce -0.6%
V Visa Inc. Class A	0.61%	305,114	$108.3M	Reduce -1.2%
DEO Diageo PLC-Sponsored ADR	0.60%	1,059,765	$106.9M	Reduce -1.6%
MLM Martin Marietta Materials	0.57%	185,034	$101.6M	Reduce -0.9%
MUSA Murphy USA Inc.	0.47%	204,814	$83.3M	Reduce -0.6%
RSG Republic Services Inc.	0.46%	331,206	$81.7M	Reduce -1.3%
THG Hanover Insurance Group Inc./	0.45%	466,726	$79.3M	Reduce -0.6%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.44%	450,347	$77.8M	Reduce -0.6%
CWST Casella Waste Systems Inc. Class A	0.42%	649,499	$74.9M	Reduce -0.4%
ORLY O'reilly Automotive Inc.	0.41%	794,815	$71.6M	Reduce -0.8%
QLYS Qualys Inc.	0.38%	469,977	$67.1M	Add +0.4%
FISV Fiserv Inc.	0.38%	387,074	$66.7M	Reduce -1.8%
ZBRA Zebra Technologies Corp. Class A	0.33%	188,819	$58.2M	Add +45.6%
CACC Credit Acceptance Corp.	0.30%	102,823	$52.4M	Reduce -0.3%
FDX FedEx Corp.	0.28%	220,001	$50.0M	Reduce -1.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.27%	263,088	$47.4M	Reduce -0.5%
FR First Industrial Realty TR	0.26%	968,132	$46.6M	Reduce -0.9%
CHD Church & Dwight Co. Inc.	0.26%	472,270	$45.4M	Reduce -1.5%
ACIW Aci Worldwide Inc.	0.24%	907,270	$41.7M	Reduce -0.5%
AXTA Axalta Coating Systems Ltd.	0.23%	1,357,802	$40.3M	Reduce -0.9%
BF.B Brown-Forman Corp. Class B	0.20%	1,331,911	$35.8M	Reduce -4.8%
DECK Deckers Outdoor Corp.	0.20%	344,562	$35.5M	Add +0.5%
GTES Gates Industrial Corp. UK Ltd.	0.20%	1,530,353	$35.2M	Reduce -0.4%
EPRT Essential Properties Realty	0.20%	1,100,587	$35.1M	Reduce -0.3%
LSTR Landstar System Inc.	0.20%	248,326	$34.5M	Add +0.3%
VNT Vontier Corp.	0.19%	925,584	$34.2M	Reduce -0.6%
GOLF Acushnet Holdings Corp.	0.19%	457,038	$33.3M	Reduce -0.5%
ATKR Atkore Inc.	0.18%	453,903	$32.0M	Reduce -0.8%
CCC CCC Intelligent Solutions Ho	0.18%	3,367,157	$31.7M	Add +7.1%
TTC Toro Co.	0.18%	444,350	$31.4M	Add +4.9%
MATX Matson Inc.	0.17%	272,128	$30.3M	Reduce -0.4%
ESI Element Solutions Inc.	0.16%	1,285,331	$29.1M	Reduce -4.2%
AUB Atlantic Union Bankshares Co.	0.16%	916,674	$28.7M	Reduce -0.1%
SAIA Saia Inc.	0.16%	104,245	$28.6M	Add +50.0%
IPAR Interparfums Inc.	0.16%	210,542	$27.6M	New
CTS CTS Corp.	0.14%	601,102	$25.6M	Reduce -0.8%
GHC Graham Holdings Co. Class B	0.14%	27,046	$25.6M	Reduce -0.5%
BR Broadridge Financial Solutio	0.14%	104,670	$25.4M	Reduce -45.4%
NVDA Nvidia Corp.	0.14%	159,200	$25.2M	No change
MTN Vail Resorts Inc.	0.13%	151,680	$23.8M	Add +2.6%
TREX Trex Company Inc.	0.13%	425,860	$23.2M	Add +0.7%
RVLV Revolve Group Inc. Class A	0.13%	1,145,791	$23.0M	Reduce -0.2%
PLUS Eplus Inc.	0.12%	301,615	$21.7M	Add +4.2%
PSMT Pricesmart Inc.	0.12%	206,246	$21.7M	Reduce -0.6%
HAE Haemonetics Corp.	0.12%	286,515	$21.4M	Add +3.9%

Show all 174 holdings

Portfolio Sells Q1 2025 → Q2 2025


BRK.B Berkshire Hathaway Inc. Class B	Reduce -14.3%	2.89%	−0.83
UPS United Parcel Service Class B	Reduce -99.4%	0.00%	−0.76
CMCSA Comcast Corp. Class A	Reduce -99.8%	0.00%	−0.64
SWKS Skyworks Solutions Inc.	Sold out	0.00%	−0.63
POST Post Holdings Inc.	Reduce -18.6%	1.14%	−0.36
AAPL Apple Inc.	Reduce -2.1%	2.96%	−0.34
PGR Progressive Corp.	Reduce -2.4%	2.69%	−0.25
ENTG Entegris Inc.	Reduce -3.5%	1.68%	−0.22
CPRT Copart Inc.	Reduce -4.3%	0.94%	−0.20
JNJ Johnson & Johnson	Reduce -2.6%	1.56%	−0.19
APD Air Products & Chemicals Inc.	Reduce -2.3%	2.43%	−0.19
SBUX Starbucks Corp.	Reduce -2.6%	1.48%	−0.16
LOW Lowe's Cos Inc.	Reduce -2.2%	1.74%	−0.14
PM Philip Morris International	Reduce -17.4%	2.30%	−0.14
PAYX Paychex Inc.	Reduce -2.7%	1.27%	−0.12
BR Broadridge Financial Solutio	Reduce -45.4%	0.14%	−0.12
POOL Pool Corp.	Reduce -4.2%	0.81%	−0.12
FISV Fiserv Inc.	Reduce -1.8%	0.38%	−0.12
WAT Waters Corp.	Reduce -2.8%	1.15%	−0.11
OTIS Otis Worldwide Corp.	Reduce -3.9%	1.16%	−0.11
CCI Crown Castle Inc.	Reduce -3.0%	1.71%	−0.09
CNNE Cannae Holdings Inc.	Sold out	0.00%	−0.08
MUSA Murphy USA Inc.	Reduce -0.6%	0.47%	−0.08
MO Altria Group Inc.	Reduce -2.4%	1.34%	−0.08
ALSN Allison Transmission Holding	Reduce -4.1%	1.26%	−0.07
BF.B Brown-Forman Corp. Class B	Reduce -4.8%	0.20%	−0.07
AWI Armstrong World Industries	Reduce -15.4%	2.11%	−0.07
NOC Northrop Grumman Corp.	Reduce -2.7%	1.13%	−0.07
WTM White Mountains Insurance GP	Reduce -0.6%	0.70%	−0.06
CINF Cincinnati Financial Corp.	Reduce -3.2%	1.86%	−0.06
ODFL Old Dominion Freight Line	Reduce -2.7%	1.05%	−0.06
IVV iShares Core S&P 500 ETF	Reduce -55.5%	0.05%	−0.06
IJH iShares Core S&P Midcap ETF	Reduce -45.9%	0.07%	−0.05
CABO Cable One Inc.	Sold out	0.00%	−0.05
ACIW Aci Worldwide Inc.	Reduce -0.5%	0.24%	−0.05
BRKR Bruker Corp.	Reduce -2.8%	0.94%	−0.05
CHD Church & Dwight Co. Inc.	Reduce -1.5%	0.26%	−0.04
IWD iShares Russell 1000 Value E	Reduce -84.7%	0.01%	−0.04
DEO Diageo PLC-Sponsored ADR	Reduce -1.6%	0.60%	−0.04
FR First Industrial Realty TR	Reduce -0.9%	0.26%	−0.04
LW Lamb Weston Holdings Inc.	Reduce -1.4%	0.73%	−0.04
LII Lennox International Inc.	Reduce -4.5%	1.15%	−0.04
AXTA Axalta Coating Systems Ltd.	Reduce -0.9%	0.23%	−0.03
ORLY O'reilly Automotive Inc.	Reduce -0.8%	0.41%	−0.03
FDX FedEx Corp.	Reduce -1.8%	0.28%	−0.03
MATX Matson Inc.	Reduce -0.4%	0.17%	−0.03
IWM iShares Russell 2000 ETF	Reduce -48.3%	0.03%	−0.02
ENOV Enovis Corp.	Reduce -6.1%	0.08%	−0.02
THG Hanover Insurance Group Inc./	Reduce -0.6%	0.45%	−0.02
MZTI The Marzetti Company	Reduce -0.6%	0.44%	−0.01

Portfolio Buys Q1 2025 → Q2 2025


CB Chubb Ltd.	Add +211.0%	1.21%	+0.80
DLTR Dollar Tree Inc.	Add +51.0%	1.59%	+0.79
GLW Corning Inc.	Add +31.3%	1.78%	+0.59
NSC Norfolk Southern Corp.	Add +15.7%	2.67%	+0.52
D Dominion Energy Inc.	Add +30.9%	1.59%	+0.38
CHDN Churchill Downs Inc.	Add +38.7%	1.71%	+0.34
SGI Somnigroup International Inc.	Add +4.7%	1.52%	+0.23
IPAR Interparfums Inc.	New	0.16%	+0.16
CVX Chevron Corp.	Add +27.6%	1.71%	+0.13
ZBRA Zebra Technologies Corp. Class A	Add +45.6%	0.33%	+0.12
QLYS Qualys Inc.	Add +0.4%	0.38%	+0.04
SAIA Saia Inc.	Add +50.0%	0.16%	+0.02
PLUS Eplus Inc.	Add +4.2%	0.12%	+0.02
HAE Haemonetics Corp.	Add +3.9%	0.12%	+0.02
CCC CCC Intelligent Solutions Ho	Add +7.1%	0.18%	+0.02
DV Doubleverify Holdings Inc.	Add +14.9%	0.08%	+0.02
LLYVK Liberty Media Corp.-Liberty-C	Add +2.1%	0.10%	+0.02
IWB iShares Russell 1000 ETF	Add +323.9%	0.02%	+0.02
CERT Certara Inc.	Add +0.1%	0.10%	+0.01
EQH Equitable Holdings Inc.	New	0.01%	+0.01
TSM Taiwan Semiconductor-SP ADR	Add +104.9%	0.01%	+0.00
MRTN Marten Transport Ltd.	Add +11.1%	0.07%	+0.00
CRH CRH PLC	Add +54.4%	0.01%	+0.00
TSLA Tesla Inc.	New	0.00%	+0.00
ALC Alcon Inc.	Add +101.3%	0.00%	+0.00
WTW Willis Towers Watson PLC	Add +68.2%	0.01%	+0.00
TTC Toro Co.	Add +4.9%	0.18%	+0.00
NXPI NXP Semiconductors NV	Add +74.6%	0.00%	+0.00
BUR Burford Capital Ltd.	Add +73.9%	0.00%	+0.00
ICLR Icon PLC	Add +65.6%	0.00%	+0.00
MTN Vail Resorts Inc.	Add +2.6%	0.13%	+0.00
IWR iShares Russell Mid-Cap ETF	Add +200.0%	0.00%	0.00
TREX Trex Company Inc.	Add +0.7%	0.13%	−0.01
REYN Reynolds Consumer Products I	Add +0.1%	0.12%	−0.01
LSTR Landstar System Inc.	Add +0.3%	0.20%	−0.02
DECK Deckers Outdoor Corp.	Add +0.5%	0.20%	−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