LONDON CO OF VIRGINIA Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$17.6T
Holdings
175
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,225,497 | $652.7B | 3.72% | |
| 2 | AAPLAPPLE INC | 2,601,848 | $577.9B | 3.29% | |
| 3 | PGRPROGRESSIVE CORP | 1,822,405 | $515.8B | 2.94% | |
| 4 | APDAIR PRODS & CHEMS INC | 1,559,770 | $460.0B | 2.62% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 5,899,477 | $440.6B | 2.51% | |
| 6 | BLKBLACKROCK INC | 453,280 | $429.0B | 2.44% | |
| 7 | 4I1PHILIP MORRIS INTL INC | 2,697,088 | $428.1B | 2.44% | |
| 8 | AWIARMSTRONG WORLD INDS INC NEW | 2,719,044 | $383.1B | 2.18% | |
| 9 | NSCNORFOLK SOUTHN CORP | 1,594,873 | $377.7B | 2.15% | |
| 10 | TXNTEXAS INSTRS INC | 2,018,714 | $362.8B | 2.07% | |
| 11 | AERAERCAP HOLDINGS NV | 3,417,307 | $349.1B | 1.99% | |
| 12 | SCHWSCHWAB CHARLES CORP | 4,428,386 | $346.7B | 1.98% | |
| 13 | CINFCINCINNATI FINL CORP | 2,282,144 | $337.1B | 1.92% | |
| 14 | ENQENTEGRIS INC | 3,810,076 | $333.3B | 1.90% | |
| 15 | LOWLOWES COS INC | 1,414,469 | $329.9B | 1.88% | |
| 16 | NEUNEWMARKET CORP | 574,827 | $325.6B | 1.86% | |
| 17 | 8CWCROWN CASTLE INC | 3,034,244 | $316.3B | 1.80% | |
| 18 | JNJJOHNSON & JOHNSON | 1,858,038 | $308.1B | 1.76% | |
| 19 | SBUXSTARBUCKS CORP | 2,934,738 | $287.9B | 1.64% | |
| 20 | CVXCHEVRON CORP NEW | 1,650,808 | $276.2B | 1.57% | |
| 21 | MSFTMICROSOFT CORP | 726,320 | $272.7B | 1.55% | |
| 22 | POSTPOST HLDGS INC | 2,264,498 | $263.5B | 1.50% | |
| 23 | MOALTRIA GROUP INC | 4,128,864 | $247.8B | 1.41% | |
| 24 | PAYXPAYCHEX INC | 1,589,519 | $245.2B | 1.40% | |
| 25 | TELTE CONNECTIVITY PLC | 1,702,293 | $240.6B | 1.37% | |
| 26 | CHRCHURCHILL DOWNS INC | 2,158,776 | $239.8B | 1.37% | |
| 27 | ALSNALLISON TRANSMISSION HLDGS I | 2,451,905 | $234.6B | 1.34% | |
| 28 | TPDSOMNIGROUP INTERNATIONAL INC | 3,779,785 | $226.3B | 1.29% | |
| 29 | CSCOCISCO SYS INC | 3,656,237 | $225.6B | 1.29% | |
| 30 | OTISOTIS WORLDWIDE CORP | 2,153,047 | $222.2B | 1.27% | |
| 31 | WATWATERS CORP | 597,348 | $220.2B | 1.25% | |
| 32 | DDOMINION ENERGY INC | 3,793,254 | $212.7B | 1.21% | |
| 33 | NOCNORTHROP GRUMMAN CORP | 410,293 | $210.1B | 1.20% | |
| 34 | FASTFASTENAL CO | 2,708,458 | $210.0B | 1.20% | |
| 35 | GLWCORNING INC | 4,553,526 | $208.5B | 1.19% | |
| 36 | LIILENNOX INTL INC | 369,783 | $207.4B | 1.18% | |
| 37 | MCMOELIS & CO | 3,543,210 | $206.8B | 1.18% | |
| 38 | MTBM & T BK CORP | 1,138,583 | $203.5B | 1.16% | |
| 39 | CPRTCOPART INC | 3,524,015 | $199.4B | 1.14% | |
| 40 | STESTERIS PLC | 864,582 | $196.0B | 1.12% | |
| 41 | ODFLOLD DOMINION FREIGHT LINE IN | 1,176,799 | $194.7B | 1.11% | |
| 42 | ALLYALLY FINL INC | 5,045,796 | $184.0B | 1.05% | |
| 43 | VMCVULCAN MATLS CO | 753,905 | $175.9B | 1.00% | |
| 44 | BRKRBRUKER CORP | 4,138,969 | $172.8B | 0.98% | |
| 45 | UNFUNIFIRST CORP MASS | 980,110 | $170.5B | 0.97% | |
| 46 | CBRECBRE GROUP INC | 1,277,702 | $167.1B | 0.95% | |
| 47 | POOLPOOL CORP | 514,608 | $163.8B | 0.93% | |
| 48 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,070,102 | $160.3B | 0.91% | |
| 49 | ATRAPTARGROUP INC | 1,062,987 | $157.7B | 0.90% | |
| 50 | BALLBALL CORP | 2,925,296 | $152.3B | 0.87% | |
| 51 | GOOGALPHABET INC | 965,293 | $150.8B | 0.86% | |
| 52 | DLTRDOLLAR TREE INC | 1,881,179 | $141.2B | 0.80% | |
| 53 | APHAMPHENOL CORP NEW | 2,129,022 | $139.6B | 0.80% | |
| 54 | LWLAMB WESTON HLDGS INC | 2,526,447 | $134.7B | 0.77% | |
| 55 | UPSUNITED PARCEL SERVICE INC | 1,213,848 | $133.5B | 0.76% | |
| 56 | WTMWHITE MTNS INS GROUP LTD | 69,158 | $133.2B | 0.76% | |
| 57 | DEODIAGEO PLC | 1,077,157 | $112.9B | 0.64% | |
| 58 | CMCSACOMCAST CORP NEW | 3,039,652 | $112.2B | 0.64% | |
| 59 | AWMSKYWORKS SOLUTIONS INC | 1,717,946 | $111.0B | 0.63% | |
| 60 | VVISA INC | 308,916 | $108.3B | 0.62% | |
| 61 | MUSAMURPHY USA INC | 206,012 | $96.8B | 0.55% | |
| 62 | MLMMARTIN MARIETTA MATLS INC | 186,723 | $89.3B | 0.51% | |
| 63 | FISVFISERV INC | 394,226 | $87.1B | 0.50% | |
| 64 | THGHANOVER INS GROUP INC | 469,362 | $81.6B | 0.47% | |
| 65 | RSGREPUBLIC SVCS INC | 335,593 | $81.3B | 0.46% | |
| 66 | MZTILANCASTER COLONY CORP | 453,237 | $79.3B | 0.45% | |
| 67 | ORLYOREILLY AUTOMOTIVE INC | 53,437 | $76.6B | 0.44% | |
| 68 | CWSTCASELLA WASTE SYS INC | 652,143 | $72.7B | 0.41% | |
| 69 | CBCHUBB LIMITED | 236,974 | $71.6B | 0.41% | |
| 70 | QLYSQUALYS INC | 467,975 | $58.9B | 0.34% | |
| 71 | FDXFEDEX CORP | 224,123 | $54.6B | 0.31% | |
| 72 | CACCCREDIT ACCEP CORP MICH | 103,120 | $53.2B | 0.30% | |
| 73 | CHDCHURCH & DWIGHT CO INC | 479,446 | $52.8B | 0.30% | |
| 74 | FRFIRST INDL RLTY TR INC | 976,611 | $52.7B | 0.30% | |
| 75 | TSAACI WORLDWIDE INC | 911,731 | $49.9B | 0.28% | |
| 76 | JKHYHENRY JACK & ASSOC INC | 264,477 | $48.3B | 0.28% | |
| 77 | BF/BBROWN FORMAN CORP | 1,399,152 | $47.5B | 0.27% | |
| 78 | BRBROADRIDGE FINL SOLUTIONS IN | 191,629 | $46.5B | 0.26% | |
| 79 | AXTAAXALTA COATING SYS LTD | 1,370,295 | $45.5B | 0.26% | |
| 80 | DECKDECKERS OUTDOOR CORP | 342,834 | $38.3B | 0.22% | |
| 81 | LSTRLANDSTAR SYS INC | 247,476 | $37.2B | 0.21% | |
| 82 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 129,668 | $36.6B | 0.21% | |
| 83 | EPRTESSENTIAL PPTYS RLTY TR INC | 1,104,272 | $36.0B | 0.21% | |
| 84 | MATXMATSON INC | 273,317 | $35.0B | 0.20% | |
| 85 | GOLFACUSHNET HLDGS CORP | 459,199 | $31.5B | 0.18% | |
| 86 | TTCTORO CO | 423,572 | $30.8B | 0.18% | |
| 87 | VNTVONTIER CORPORATION | 931,093 | $30.6B | 0.17% | |
| 88 | PAHUSDELEMENT SOLUTIONS INC | 1,341,112 | $30.3B | 0.17% | |
| 89 | AUBATLANTIC UN BANKSHARES CORP | 917,847 | $28.6B | 0.16% | |
| 90 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,143,832 | $28.4B | 0.16% | |
| 91 | GTESGATES INDL CORP PLC | 1,535,885 | $28.3B | 0.16% | |
| 92 | ATKRATKORE INC | 457,406 | $27.4B | 0.16% | |
| 93 | GHCGRAHAM HLDGS CO | 27,194 | $26.1B | 0.15% | |
| 94 | CTSCTS CORP | 606,025 | $25.2B | 0.14% | |
| 95 | RVLVREVOLVE GROUP INC | 1,148,482 | $24.7B | 0.14% | |
| 96 | TREXTREX CO INC | 422,864 | $24.6B | 0.14% | |
| 97 | SAIASAIA INC | 69,500 | $24.3B | 0.14% | |
| 98 | REYNREYNOLDS CONSUMER PRODS INC | 993,778 | $23.7B | 0.14% | |
| 99 | MTNVAIL RESORTS INC | 147,803 | $23.7B | 0.13% | |
| 100 | IJHISHARES TR | 349,141 | $20.4B | 0.12% |
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