LONDON CO OF VIRGINIA Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$18.1T
Holdings
174
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,483,978 | $632.5B | 3.49% | |
| 2 | NSCNORFOLK SOUTHN CORP | 1,805,124 | $542.3B | 2.99% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,023,676 | $514.7B | 2.84% | |
| 4 | BLKBLACKROCK INC | 434,175 | $506.2B | 2.79% | |
| 5 | GLWCORNING INC | 5,955,379 | $488.5B | 2.70% | |
| 6 | NEUNEWMARKET CORP | 529,332 | $438.4B | 2.42% | |
| 7 | PGRPROGRESSIVE CORP | 1,748,776 | $431.9B | 2.38% | |
| 8 | AWIARMSTRONG WORLD INDS INC NEW | 2,135,597 | $418.6B | 2.31% | |
| 9 | APDAIR PRODS & CHEMS INC | 1,501,615 | $409.5B | 2.26% | |
| 10 | SCHWSCHWAB CHARLES CORP | 4,238,650 | $404.7B | 2.23% | |
| 11 | AERAERCAP HOLDINGS NV | 3,042,147 | $368.1B | 2.03% | |
| 12 | MSFTMICROSOFT CORP | 699,146 | $362.1B | 2.00% | |
| 13 | TELTE CONNECTIVITY PLC | 1,645,266 | $361.2B | 1.99% | |
| 14 | 4I1PHILIP MORRIS INTL INC | 2,211,518 | $358.7B | 1.98% | |
| 15 | TXNTEXAS INSTRS INC | 1,927,740 | $354.2B | 1.96% | |
| 16 | LOWLOWES COS INC | 1,357,368 | $341.1B | 1.88% | |
| 17 | CINFCINCINNATI FINL CORP | 2,142,501 | $338.7B | 1.87% | |
| 18 | JNJJOHNSON & JOHNSON | 1,767,375 | $327.7B | 1.81% | |
| 19 | ENQENTEGRIS INC | 3,536,136 | $327.0B | 1.80% | |
| 20 | CVXCHEVRON CORP NEW | 2,079,993 | $323.0B | 1.78% | |
| 21 | TPDSOMNIGROUP INTERNATIONAL INC | 3,788,045 | $319.4B | 1.76% | |
| 22 | DDOMINION ENERGY INC | 4,900,535 | $299.8B | 1.65% | |
| 23 | CHRCHURCHILL DOWNS INC | 2,850,107 | $276.5B | 1.53% | |
| 24 | 8CWCROWN CASTLE INC | 2,841,108 | $274.1B | 1.51% | |
| 25 | MOALTRIA GROUP INC | 3,951,964 | $261.1B | 1.44% | |
| 26 | DLTRDOLLAR TREE INC | 2,707,115 | $255.5B | 1.41% | |
| 27 | FASTFASTENAL CO | 5,177,704 | $253.9B | 1.40% | |
| 28 | NOCNORTHROP GRUMMAN CORP | 392,726 | $239.3B | 1.32% | |
| 29 | CSCOCISCO SYS INC | 3,497,037 | $239.3B | 1.32% | |
| 30 | MCMOELIS & CO | 3,265,878 | $232.9B | 1.29% | |
| 31 | CMICUMMINS INC | 548,615 | $231.7B | 1.28% | |
| 32 | SBUXSTARBUCKS CORP | 2,737,905 | $231.6B | 1.28% | |
| 33 | GOOGALPHABET INC | 905,075 | $220.4B | 1.22% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 635,513 | $219.5B | 1.21% | |
| 35 | VMCVULCAN MATLS CO | 689,665 | $212.2B | 1.17% | |
| 36 | MTBM & T BK CORP | 1,040,819 | $205.7B | 1.14% | |
| 37 | CBCHUBB LIMITED | 725,492 | $204.8B | 1.13% | |
| 38 | STESTERIS PLC | 790,071 | $195.5B | 1.08% | |
| 39 | PAYXPAYCHEX INC | 1,520,512 | $192.7B | 1.06% | |
| 40 | ALSNALLISON TRANSMISSION HLDGS I | 2,241,678 | $190.3B | 1.05% | |
| 41 | POSTPOST HLDGS INC | 1,765,685 | $189.8B | 1.05% | |
| 42 | CBRECBRE GROUP INC | 1,169,742 | $184.3B | 1.02% | |
| 43 | ALLYALLY FINL INC | 4,604,583 | $180.5B | 1.00% | |
| 44 | OTISOTIS WORLDWIDE CORP | 1,970,850 | $180.2B | 0.99% | |
| 45 | LIILENNOX INTL INC | 336,553 | $178.2B | 0.98% | |
| 46 | FISFIDELITY NATL INFORMATION SV | 2,641,565 | $174.2B | 0.96% | |
| 47 | KEYSKEYSIGHT TECHNOLOGIES INC | 979,337 | $171.3B | 0.95% | |
| 48 | WATWATERS CORP | 555,855 | $166.7B | 0.92% | |
| 49 | AVTRAVANTOR INC | 12,793,957 | $159.7B | 0.88% | |
| 50 | ODFLOLD DOMINION FREIGHT LINE IN | 1,088,681 | $153.3B | 0.85% | |
| 51 | UNFUNIFIRST CORP MASS | 903,005 | $151.0B | 0.83% | |
| 52 | POOLPOOL CORP | 471,278 | $146.1B | 0.81% | |
| 53 | CPRTCOPART INC | 3,221,283 | $144.9B | 0.80% | |
| 54 | LWLAMB WESTON HLDGS INC | 2,389,011 | $138.8B | 0.77% | |
| 55 | BALLBALL CORP | 2,672,667 | $134.8B | 0.74% | |
| 56 | ATRAPTARGROUP INC | 972,857 | $130.0B | 0.72% | |
| 57 | WTMWHITE MTNS INS GROUP LTD | 66,802 | $111.7B | 0.62% | |
| 58 | MLMMARTIN MARIETTA MATLS INC | 174,104 | $109.7B | 0.61% | |
| 59 | VVISA INC | 296,812 | $101.3B | 0.56% | |
| 60 | BRKRBRUKER CORP | 3,008,493 | $97.7B | 0.54% | |
| 61 | TSAACI WORLDWIDE INC | 1,732,941 | $91.4B | 0.50% | |
| 62 | ORLYOREILLY AUTOMOTIVE INC | 778,096 | $83.9B | 0.46% | |
| 63 | THGHANOVER INS GROUP INC | 453,942 | $82.5B | 0.46% | |
| 64 | MUSAMURPHY USA INC | 199,234 | $77.4B | 0.43% | |
| 65 | MZTIMARZETTI COMPANY | 439,352 | $75.9B | 0.42% | |
| 66 | RSGREPUBLIC SVCS INC | 322,109 | $73.9B | 0.41% | |
| 67 | APHAMPHENOL CORP NEW | 554,526 | $68.6B | 0.38% | |
| 68 | EQHEQUITABLE HLDGS INC | 1,235,243 | $62.7B | 0.35% | |
| 69 | QLYSQUALYS INC | 455,554 | $60.3B | 0.33% | |
| 70 | CWSTCASELLA WASTE SYS INC | 625,428 | $59.3B | 0.33% | |
| 71 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 184,251 | $54.8B | 0.30% | |
| 72 | DECKDECKERS OUTDOOR CORP | 532,260 | $54.0B | 0.30% | |
| 73 | FDXFEDEX CORP | 213,219 | $50.3B | 0.28% | |
| 74 | FISVFISERV INC | 378,668 | $48.8B | 0.27% | |
| 75 | FRFIRST INDL RLTY TR INC | 942,403 | $48.5B | 0.27% | |
| 76 | CACCCREDIT ACCEP CORP MICH | 100,313 | $46.8B | 0.26% | |
| 77 | CHDCHURCH & DWIGHT CO INC | 460,586 | $40.4B | 0.22% | |
| 78 | AXTAAXALTA COATING SYS LTD | 1,332,104 | $38.1B | 0.21% | |
| 79 | JKHYHENRY JACK & ASSOC INC | 254,746 | $37.9B | 0.21% | |
| 80 | VNTVONTIER CORPORATION | 891,788 | $37.4B | 0.21% | |
| 81 | GTESGATES INDL CORP PLC | 1,473,383 | $36.6B | 0.20% | |
| 82 | BF/BBROWN FORMAN CORP | 1,279,866 | $34.7B | 0.19% | |
| 83 | GOLFACUSHNET HLDGS CORP | 440,087 | $34.5B | 0.19% | |
| 84 | PAHUSDELEMENT SOLUTIONS INC | 1,315,471 | $33.1B | 0.18% | |
| 85 | TTCTORO CO | 433,115 | $33.0B | 0.18% | |
| 86 | SAIASAIA INC | 108,674 | $32.5B | 0.18% | |
| 87 | EPRTESSENTIAL PPTYS RLTY TR INC | 1,059,145 | $31.5B | 0.17% | |
| 88 | AUBATLANTIC UN BANKSHARES CORP | 884,531 | $31.2B | 0.17% | |
| 89 | GHCGRAHAM HLDGS CO | 26,004 | $30.6B | 0.17% | |
| 90 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,309,385 | $30.1B | 0.17% | |
| 91 | NVDANVIDIA CORPORATION | 159,200 | $29.7B | 0.16% | |
| 92 | LSTRLANDSTAR SYS INC | 238,905 | $29.3B | 0.16% | |
| 93 | ATKRATKORE INC | 430,422 | $27.0B | 0.15% | |
| 94 | NGVTINGEVITY CORP | 469,478 | $25.9B | 0.14% | |
| 95 | MATXMATSON INC | 262,201 | $25.9B | 0.14% | |
| 96 | PSMTPRICESMART INC | 198,353 | $24.0B | 0.13% | |
| 97 | RVLVREVOLVE GROUP INC | 1,104,188 | $23.5B | 0.13% | |
| 98 | CTSCTS CORP | 579,463 | $23.1B | 0.13% | |
| 99 | TREXTREX CO INC | 416,391 | $21.5B | 0.12% | |
| 100 | MTNVAIL RESORTS INC | 143,680 | $21.5B | 0.12% |
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