LONDON CO OF VIRGINIA Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$17.7B
Holdings
174
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $522.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $510.4M |
PGRPROGRESSIVE CORP | $474.6M |
NSCNORFOLK SOUTHN CORP | $472.3M |
FISFIDELITY NATL INFORMATION SV | $466.2M |
BLKBLACKROCK INC | $465.1M |
APDAIR PRODS & CHEMS INC | $430.0M |
TXNTEXAS INSTRS INC | $408.9M |
4I1PHILIP MORRIS INTL INC | $405.9M |
SCHWSCHWAB CHARLES CORP | $394.4M |
NEUNEWMARKET CORP | $382.4M |
AWIARMSTRONG WORLD INDS INC NEW | $373.8M |
AERAERCAP HOLDINGS NV | $371.4M |
MSFTMICROSOFT CORP | $353.4M |
CINFCINCINNATI FINL CORP | $328.9M |
GLWCORNING INC | $314.5M |
LOWLOWES COS INC | $307.0M |
CHRCHURCHILL DOWNS INC | $302.4M |
8CWCROWN CASTLE INC | $302.4M |
CVXCHEVRON CORP NEW | $301.7M |
ENQENTEGRIS INC | $296.4M |
TELTE CONNECTIVITY PLC | $282.4M |
DLTRDOLLAR TREE INC | $281.3M |
DDOMINION ENERGY INC | $280.7M |
JNJJOHNSON & JOHNSON | $276.5M |
TPDSOMNIGROUP INTERNATIONAL INC | $269.3M |
SBUXSTARBUCKS CORP | $261.8M |
CSCOCISCO SYS INC | $246.7M |
MOALTRIA GROUP INC | $236.2M |
PAYXPAYCHEX INC | $224.9M |
ALSNALLISON TRANSMISSION HLDGS I | $223.3M |
FASTFASTENAL CO | $221.3M |
CBCHUBB LIMITED | $213.6M |
MCMOELIS & CO | $212.9M |
MTBM & T BK CORP | $211.8M |
OTISOTIS WORLDWIDE CORP | $204.8M |
WATWATERS CORP | $202.6M |
LIILENNOX INTL INC | $202.4M |
APHAMPHENOL CORP NEW | $201.8M |
POSTPOST HLDGS INC | $201.0M |
NOCNORTHROP GRUMMAN CORP | $199.7M |
STESTERIS PLC | $199.1M |
VMCVULCAN MATLS CO | $188.6M |
ALLYALLY FINL INC | $188.1M |
ODFLOLD DOMINION FREIGHT LINE IN | $185.9M |
UNFUNIFIRST CORP MASS | $178.3M |
CBRECBRE GROUP INC | $171.9M |
GOOGALPHABET INC | $169.1M |
KEYSKEYSIGHT TECHNOLOGIES INC | $168.3M |
BRKRBRUKER CORP | $165.8M |
CPRTCOPART INC | $165.6M |
ATRAPTARGROUP INC | $159.8M |
BALLBALL CORP | $157.6M |
POOLPOOL CORP | $143.7M |
LWLAMB WESTON HLDGS INC | $129.1M |
WTMWHITE MTNS INS GROUP LTD | $123.5M |
VVISA INC | $108.3M |
DEODIAGEO PLC | $106.9M |
MLMMARTIN MARIETTA MATLS INC | $101.6M |
MUSAMURPHY USA INC | $83.3M |
RSGREPUBLIC SVCS INC | $81.7M |
THGHANOVER INS GROUP INC | $79.3M |
MZTILANCASTER COLONY CORP | $77.8M |
CWSTCASELLA WASTE SYS INC | $74.9M |
ORLYOREILLY AUTOMOTIVE INC | $71.6M |
QLYSQUALYS INC | $67.1M |
FISVFISERV INC | $66.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $58.2M |
CACCCREDIT ACCEP CORP MICH | $52.4M |
FDXFEDEX CORP | $50.0M |
JKHYHENRY JACK & ASSOC INC | $47.4M |
FRFIRST INDL RLTY TR INC | $46.6M |
CHDCHURCH & DWIGHT CO INC | $45.4M |
TSAACI WORLDWIDE INC | $41.7M |
AXTAAXALTA COATING SYS LTD | $40.3M |
BF/BBROWN FORMAN CORP | $35.8M |
DECKDECKERS OUTDOOR CORP | $35.5M |
GTESGATES INDL CORP PLC | $35.2M |
EPRTESSENTIAL PPTYS RLTY TR INC | $35.1M |
LSTRLANDSTAR SYS INC | $34.5M |
VNTVONTIER CORPORATION | $34.2M |
GOLFACUSHNET HLDGS CORP | $33.3M |
ATKRATKORE INC | $32.0M |
CCCCCC INTELLIGENT SOLUTIONS HL | $31.7M |
TTCTORO CO | $31.4M |
MATXMATSON INC | $30.3M |
PAHUSDELEMENT SOLUTIONS INC | $29.1M |
AUBATLANTIC UN BANKSHARES CORP | $28.7M |
SAIASAIA INC | $28.6M |
IPARINTERPARFUMS INC | $27.6M |
CTSCTS CORP | $25.6M |
GHCGRAHAM HLDGS CO | $25.6M |
BRBROADRIDGE FINL SOLUTIONS IN | $25.4M |
NVDANVIDIA CORPORATION | $25.2M |
MTNVAIL RESORTS INC | $23.8M |
TREXTREX CO INC | $23.2M |
RVLVREVOLVE GROUP INC | $23.0M |
PLUSEPLUS INC | $21.7M |
PSMTPRICESMART INC | $21.7M |
HAEHAEMONETICS CORP MASS | $21.4M |
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