London Co. of Virginia

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), London Co. of Virginia reported 174 stock positions worth $18.1 billion. Its top holding was Apple (AAPL) at 3.5% of the portfolio, followed by Norfolk Southern (NSC, 3.0%) and Berkshire Hathaway Class B (BRK.B, 2.8%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 19 and reduced 122. The biggest buy was a new position in Cummins (CMI) and the biggest sale Fidelity National Info Serv (FIS, shares −54%).

Most Recent 13F: Q2 2026
Location: RICHMOND, VA
CIK: 0001259887
Portfolio Value: $18.1B (Q3 2025)
SEC Filing: 0001398344-25-020905 ↗ filed Nov 14, 2025

Holdings Value

Holdings 174 stocks · $18.1B


AAPL Apple Inc.	3.49%	2,483,978	$632.5M	Reduce -2.5%
NSC Norfolk Southern Corp.	2.99%	1,805,124	$542.3M	Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B	2.84%	1,023,676	$514.7M	Reduce -2.6%
BLK BlackRock Inc.	2.79%	434,175	$506.2M	Reduce -2.0%
GLW Corning Inc.	2.70%	5,955,379	$488.5M	Reduce -0.4%
NEU Newmarket Corp.	2.42%	529,332	$438.4M	Reduce -4.4%
PGR Progressive Corp.	2.38%	1,748,776	$431.9M	Reduce -1.7%
AWI Armstrong World Industries	2.31%	2,135,597	$418.6M	Reduce -7.2%
APD Air Products & Chemicals Inc.	2.26%	1,501,615	$409.5M	Reduce -1.5%
SCHW Schwab (charles) Corp.	2.23%	4,238,650	$404.7M	Reduce -1.9%
AER Aercap Holdings NV	2.03%	3,042,147	$368.1M	Reduce -4.2%
MSFT Microsoft Corp.	2.00%	699,146	$362.1M	Reduce -1.6%
TEL Te Connectivity PLC	1.99%	1,645,266	$361.2M	Reduce -1.7%
PM Philip Morris International	1.98%	2,211,518	$358.7M	Reduce -0.8%
TXN Texas Instruments Inc.	1.96%	1,927,740	$354.2M	Reduce -2.1%
LOW Lowe's Cos Inc.	1.88%	1,357,368	$341.1M	Reduce -1.9%
CINF Cincinnati Financial Corp.	1.87%	2,142,501	$338.7M	Reduce -3.0%
JNJ Johnson & Johnson	1.81%	1,767,375	$327.7M	Reduce -2.4%
ENTG Entegris Inc.	1.80%	3,536,136	$327.0M	Reduce -3.8%
CVX Chevron Corp.	1.78%	2,079,993	$323.0M	Reduce -1.3%
SGI Somnigroup International Inc.	1.76%	3,788,045	$319.4M	Reduce -4.3%
D Dominion Energy Inc.	1.65%	4,900,535	$299.8M	Reduce -1.3%
CHDN Churchill Downs Inc.	1.53%	2,850,107	$276.5M	Reduce -4.8%
CCI Crown Castle Inc.	1.51%	2,841,108	$274.1M	Reduce -3.5%
MO Altria Group Inc.	1.44%	3,951,964	$261.1M	Reduce -1.9%
DLTR Dollar Tree Inc.	1.41%	2,707,115	$255.5M	Reduce -4.7%
FAST Fastenal Co.	1.40%	5,177,704	$253.9M	Reduce -1.7%
NOC Northrop Grumman Corp.	1.32%	392,726	$239.3M	Reduce -1.7%
CSCO Cisco Systems Inc.	1.32%	3,497,037	$239.3M	Reduce -1.7%
MC Moelis & Co. Class A	1.29%	3,265,878	$232.9M	Reduce -4.4%
CMI Cummins Inc.	1.28%	548,615	$231.7M	New
SBUX Starbucks Corp.	1.28%	2,737,905	$231.6M	Reduce -4.2%
GOOG Alphabet Inc. Class C	1.22%	905,075	$220.4M	Reduce -5.1%
UNH Unitedhealth Group Inc.	1.21%	635,513	$219.5M	New
VMC Vulcan Materials Co.	1.17%	689,665	$212.2M	Reduce -4.6%
MTB M & T Bank Corp. filed as M & T BK CORP	1.14%	1,040,819	$205.7M	Reduce -4.7%
CB Chubb Ltd.	1.13%	725,492	$204.8M	Reduce -1.6%
STE Steris PLC	1.08%	790,071	$195.5M	Reduce -4.7%
PAYX Paychex Inc.	1.06%	1,520,512	$192.7M	Reduce -1.7%
ALSN Allison Transmission Holding	1.05%	2,241,678	$190.3M	Reduce -4.6%
POST Post Holdings Inc. filed as POST HLDGS INC	1.05%	1,765,685	$189.8M	Reduce -4.2%
CBRE CBRE Group Inc. Class A	1.02%	1,169,742	$184.3M	Reduce -4.7%
ALLY Ally Financial Inc.	1.00%	4,604,583	$180.5M	Reduce -4.7%
OTIS Otis Worldwide Corp.	0.99%	1,970,850	$180.2M	Reduce -4.7%
LII Lennox International Inc.	0.98%	336,553	$178.2M	Reduce -4.7%
FIS Fidelity National Info Serv	0.96%	2,641,565	$174.2M	Reduce -53.9%
KEYS Keysight Technologies Inc.	0.95%	979,337	$171.3M	Reduce -4.6%
WAT Waters Corp.	0.92%	555,855	$166.7M	Reduce -4.2%
AVTR Avantor Inc.	0.88%	12,793,957	$159.7M	New
ODFL Old Dominion Freight Line	0.85%	1,088,681	$153.3M	Reduce -5.0%
UNF Unifirst Corp.	0.83%	903,005	$151.0M	Reduce -4.7%
POOL Pool Corp.	0.81%	471,278	$146.1M	Reduce -4.4%
CPRT Copart Inc.	0.80%	3,221,283	$144.9M	Reduce -4.5%
LW Lamb Weston Holdings Inc.	0.77%	2,389,011	$138.8M	Reduce -4.1%
BALL Ball Corp.	0.74%	2,672,667	$134.8M	Reduce -4.9%
ATR Aptargroup Inc.	0.72%	972,857	$130.0M	Reduce -4.7%
WTM White Mountains Insurance GP	0.62%	66,802	$111.7M	Reduce -2.9%
MLM Martin Marietta Materials	0.61%	174,104	$109.7M	Reduce -5.9%
V Visa Inc. Class A	0.56%	296,812	$101.3M	Reduce -2.7%
BRKR Bruker Corp.	0.54%	3,008,493	$97.7M	Reduce -25.2%
ACIW Aci Worldwide Inc.	0.50%	1,732,941	$91.4M	Add +91.0%
ORLY O'reilly Automotive Inc.	0.46%	778,096	$83.9M	Reduce -2.1%
THG Hanover Insurance Group Inc./	0.46%	453,942	$82.5M	Reduce -2.7%
MUSA Murphy USA Inc.	0.43%	199,234	$77.4M	Reduce -2.7%
MZTI The Marzetti Company	0.42%	439,352	$75.9M	Reduce -2.4%
RSG Republic Services Inc.	0.41%	322,109	$73.9M	Reduce -2.8%
APH Amphenol Corp. Class A	0.38%	554,526	$68.6M	Reduce -72.9%
EQH Equitable Holdings Inc.	0.35%	1,235,243	$62.7M	Add +4141.8%
QLYS Qualys Inc.	0.33%	455,554	$60.3M	Reduce -3.1%
CWST Casella Waste Systems Inc. Class A	0.33%	625,428	$59.3M	Reduce -3.7%
ZBRA Zebra Technologies Corp. Class A	0.30%	184,251	$54.8M	Reduce -2.4%
DECK Deckers Outdoor Corp.	0.30%	532,260	$54.0M	Add +54.5%
FDX FedEx Corp.	0.28%	213,219	$50.3M	Reduce -3.1%
FISV Fiserv Inc.	0.27%	378,668	$48.8M	Reduce -2.2%
FR First Industrial Realty TR	0.27%	942,403	$48.5M	Reduce -2.7%
CACC Credit Acceptance Corp.	0.26%	100,313	$46.8M	Reduce -2.4%
CHD Church & Dwight Co. Inc.	0.22%	460,586	$40.4M	Reduce -2.5%
AXTA Axalta Coating Systems Ltd.	0.21%	1,332,104	$38.1M	Reduce -1.9%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.21%	254,746	$37.9M	Reduce -3.2%
VNT Vontier Corp.	0.21%	891,788	$37.4M	Reduce -3.6%
GTES Gates Industrial Corp. UK Ltd.	0.20%	1,473,383	$36.6M	Reduce -3.7%
BF.B Brown-Forman Corp. Class B	0.19%	1,279,866	$34.7M	Reduce -3.9%
GOLF Acushnet Holdings Corp.	0.19%	440,087	$34.5M	Reduce -3.7%
ESI Element Solutions Inc.	0.18%	1,315,471	$33.1M	Add +2.3%
TTC Toro Co.	0.18%	433,115	$33.0M	Reduce -2.5%
SAIA Saia Inc.	0.18%	108,674	$32.5M	Add +4.3%
EPRT Essential Properties Realty	0.17%	1,059,145	$31.5M	Reduce -3.8%
AUB Atlantic Union Bankshares Co.	0.17%	884,531	$31.2M	Reduce -3.5%
GHC Graham Holdings Co. Class B	0.17%	26,004	$30.6M	Reduce -3.9%
CCC CCC Intelligent Solutions Ho	0.17%	3,309,385	$30.1M	Reduce -1.7%
NVDA Nvidia Corp.	0.16%	159,200	$29.7M	No change
LSTR Landstar System Inc.	0.16%	238,905	$29.3M	Reduce -3.8%
ATKR Atkore Inc.	0.15%	430,422	$27.0M	Reduce -5.2%
NGVT Ingevity Corp.	0.14%	469,478	$25.9M	Reduce -3.1%
MATX Matson Inc.	0.14%	262,201	$25.9M	Reduce -3.6%
PSMT Pricesmart Inc.	0.13%	198,353	$24.0M	Reduce -3.8%
RVLV Revolve Group Inc. Class A	0.13%	1,104,188	$23.5M	Reduce -3.6%
CTS CTS Corp.	0.13%	579,463	$23.1M	Reduce -3.6%
TREX Trex Company Inc.	0.12%	416,391	$21.5M	Reduce -2.2%
MTN Vail Resorts Inc.	0.12%	143,680	$21.5M	Reduce -5.3%

Show all 174 holdings

Portfolio Sells Q2 2025 → Q3 2025


FIS Fidelity National Info Serv	Reduce -53.9%	0.96%	−1.68
APH Amphenol Corp. Class A	Reduce -72.9%	0.38%	−0.76
DEO Diageo PLC-Sponsored ADR	Sold out	0.00%	−0.60
BRKR Bruker Corp.	Reduce -25.2%	0.54%	−0.40
TXN Texas Instruments Inc.	Reduce -2.1%	1.96%	−0.36
PM Philip Morris International	Reduce -0.8%	1.98%	−0.32
PGR Progressive Corp.	Reduce -1.7%	2.38%	−0.30
WAT Waters Corp.	Reduce -4.2%	0.92%	−0.23
ALSN Allison Transmission Holding	Reduce -4.6%	1.05%	−0.21
PAYX Paychex Inc.	Reduce -1.7%	1.06%	−0.21
ODFL Old Dominion Freight Line	Reduce -5.0%	0.85%	−0.21
SBUX Starbucks Corp.	Reduce -4.2%	1.28%	−0.20
CCI Crown Castle Inc.	Reduce -3.5%	1.51%	−0.20
ATR Aptargroup Inc.	Reduce -4.7%	0.72%	−0.19
CHDN Churchill Downs Inc.	Reduce -4.8%	1.53%	−0.18
DLTR Dollar Tree Inc.	Reduce -4.7%	1.41%	−0.18
UNF Unifirst Corp.	Reduce -4.7%	0.83%	−0.18
APD Air Products & Chemicals Inc.	Reduce -1.5%	2.26%	−0.17
OTIS Otis Worldwide Corp.	Reduce -4.7%	0.99%	−0.16
LII Lennox International Inc.	Reduce -4.7%	0.98%	−0.16
BALL Ball Corp.	Reduce -4.9%	0.74%	−0.15
BR Broadridge Financial Solutio	Reduce -99.0%	0.00%	−0.14
CPRT Copart Inc.	Reduce -4.5%	0.80%	−0.14
REYN Reynolds Consumer Products I	Sold out	0.00%	−0.12
FISV Fiserv Inc.	Reduce -2.2%	0.27%	−0.11
CWST Casella Waste Systems Inc. Class A	Reduce -3.7%	0.33%	−0.10
POST Post Holdings Inc.	Reduce -4.2%	1.05%	−0.09
WTM White Mountains Insurance GP	Reduce -2.9%	0.62%	−0.08
CB Chubb Ltd.	Reduce -1.6%	1.13%	−0.08
CSCO Cisco Systems Inc.	Reduce -1.7%	1.32%	−0.08
AER Aercap Holdings NV	Reduce -4.2%	2.03%	−0.07
ALLY Ally Financial Inc.	Reduce -4.7%	1.00%	−0.07
MTB M & T Bank Corp.	Reduce -4.7%	1.14%	−0.06
JKHY Jack Henry & Associates Inc.	Reduce -3.2%	0.21%	−0.06
IPAR Interparfums Inc.	Reduce -11.9%	0.10%	−0.06
RSG Republic Services Inc.	Reduce -2.8%	0.41%	−0.05
V Visa Inc. Class A	Reduce -2.7%	0.56%	−0.05
HAE Haemonetics Corp.	Reduce -7.2%	0.07%	−0.05
STE Steris PLC	Reduce -4.7%	1.08%	−0.05
QLYS Qualys Inc.	Reduce -3.1%	0.33%	−0.05
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.6%	2.84%	−0.05
MUSA Murphy USA Inc.	Reduce -2.7%	0.43%	−0.04
CACC Credit Acceptance Corp.	Reduce -2.4%	0.26%	−0.04
CHD Church & Dwight Co. Inc.	Reduce -2.5%	0.22%	−0.03
LSTR Landstar System Inc.	Reduce -3.8%	0.16%	−0.03
ATKR Atkore Inc.	Reduce -5.2%	0.15%	−0.03
MATX Matson Inc.	Reduce -3.6%	0.14%	−0.03
ZBRA Zebra Technologies Corp. Class A	Reduce -2.4%	0.30%	−0.03
EPRT Essential Properties Realty	Reduce -3.8%	0.17%	−0.02
KMX Carmax Inc.	Reduce -3.3%	0.04%	−0.02

Portfolio Buys Q2 2025 → Q3 2025


CMI Cummins Inc.	New	1.28%	+1.28
UNH Unitedhealth Group Inc.	New	1.21%	+1.21
AVTR Avantor Inc.	New	0.88%	+0.88
EQH Equitable Holdings Inc.	Add +4141.8%	0.35%	+0.34
ACIW Aci Worldwide Inc.	Add +91.0%	0.50%	+0.27
DECK Deckers Outdoor Corp.	Add +54.5%	0.30%	+0.10
CRH CRH PLC	Add +164.7%	0.03%	+0.02
ESI Element Solutions Inc.	Add +2.3%	0.18%	+0.02
SAIA Saia Inc.	Add +4.3%	0.18%	+0.02
IJH iShares Core S&P Midcap ETF	Add +20.9%	0.08%	+0.02
TSM Taiwan Semiconductor-SP ADR	Add +162.5%	0.02%	+0.02
WTW Willis Towers Watson PLC	Add +184.1%	0.02%	+0.01
IVV iShares Core S&P 500 ETF	Add +19.4%	0.07%	+0.01
ICLR Icon PLC	Add +362.2%	0.01%	+0.01
CERT Certara Inc.	Add +5.6%	0.10%	+0.01
ALC Alcon Inc.	Add +191.7%	0.01%	+0.01
NXPI NXP Semiconductors NV	Add +182.2%	0.01%	+0.01
BUR Burford Capital Ltd.	Add +188.2%	0.01%	+0.00
IWM iShares Russell 2000 ETF	Add +2.0%	0.03%	+0.00
VXF Vanguard Extended Market ETF	Add +17.9%	0.00%	+0.00
IWR iShares Russell Mid-Cap ETF	Add +216.7%	0.00%	0.00
ENOV Enovis Corp.	Add +2.3%	0.08%	−0.00

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