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 |
|---|---|
REYNREYNOLDS CONSUMER PRODS INC | $21.3B |
NGVTINGEVITY CORP | $20.9B |
HDHOME DEPOT INC | $18.7B |
LLYELI LILLY & CO | $18.6B |
CERTCERTARA INC | $17.2B |
FWONALIBERTY MEDIA CORP DEL | $17.0B |
ALEXALEXANDER & BALDWIN INC NEW | $15.8B |
NCLHNORWEGIAN CRUISE LINE HLDG L | $14.3B |
ENOVENOVIS CORPORATION | $14.0B |
DVDOUBLEVERIFY HLDGS INC | $13.9B |
MRTNMARTEN TRANS LTD | $12.6B |
KOCOCA COLA CO | $12.2B |
IJHISHARES TR | $11.7B |
KMXCARMAX INC | $10.6B |
IVVISHARES TR | $9.3B |
GLDDGREAT LAKES DREDGE & DOCK CO | $7.8B |
DEDEERE & CO | $7.6B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $7.3B |
NKENIKE INC | $6.6B |
IWMISHARES TR | $5.4B |
PAGPENSKE AUTOMOTIVE GRP INC | $3.7B |
IWBISHARES TR | $3.5B |
CSXCSX CORP | $3.5B |
TGTREDEGAR CORP | $2.7B |
WFCWELLS FARGO CO NEW | $2.3B |
NFLXNETFLIX INC | $2.2B |
BMYBRISTOL-MYERS SQUIBB CO | $2.1B |
DUKDUKE ENERGY CORP NEW | $2.0B |
GATXGATX CORP | $1.9B |
MDLZMONDELEZ INTL INC | $1.8B |
COSTCOSTCO WHSL CORP NEW | $1.7B |
EQHEQUITABLE HLDGS INC | $1.6B |
XOMEXXON MOBIL CORP | $1.5B |
AMZNAMAZON COM INC | $1.4B |
RHCRH PLC | $1.4B |
SHWSHERWIN WILLIAMS CO | $1.3B |
IWDISHARES TR | $1.3B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.3B |
PFEPFIZER INC | $1.2B |
MKLMARKEL GROUP INC | $1.2B |
PCARPACCAR INC | $1.1B |
HSYHERSHEY CO | $1.1B |
WTWWILLIS TOWERS WATSON PLC LTD | $1.1B |
DYHTARGET CORP | $964.2M |
UDRUDR INC | $954.3M |
ALCALCON AG | $859.0M |
LPLALPL FINL HLDGS INC | $851.2M |
ACNACCENTURE PLC IRELAND | $777.4M |
UPSUNITED PARCEL SERVICE INC | $699.9M |
NXPINXP SEMICONDUCTORS N V | $597.4M |
SONYSONY GROUP CORP | $572.7M |
TOWNTOWNEBANK PORTSMOUTH VA | $559.5M |
GDGENERAL DYNAMICS CORP | $543.9M |
BURBURFORD CAP LTD | $532.8M |
SPYSPDR S&P 500 ETF TR | $522.1M |
MRKMERCK & CO INC | $490.3M |
SCISERVICE CORP INTL | $460.8M |
CHRWC H ROBINSON WORLDWIDE INC | $457.4M |
ICLRICON PLC | $454.1M |
BACBANK AMERICA CORP | $421.1M |
LYVLIVE NATION ENTERTAINMENT IN | $420.6M |
TSLATESLA INC | $403.1M |
AFGAMERICAN FINL GROUP INC OHIO | $340.8M |
PKGPACKAGING CORP AMER | $305.3M |
CMCSACOMCAST CORP NEW | $271.0M |
RHIROBERT HALF INC. | $250.4M |
IGTINTERNATIONAL GAME TECHNOLOG | $167.6M |
VBVANGUARD INDEX FDS | $101.3M |
VXFVANGUARD INDEX FDS | $90.2M |
VOVANGUARD INDEX FDS | $79.5M |
BDNBRANDYWINE RLTY TR | $55.2M |
IWVISHARES TR | $42.6M |
IJRISHARES TR | $1.0M |
IWRISHARES TR | $596K |
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