LONDON CO OF VIRGINIA Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$17.3B
Holdings
170
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (170 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $656.8M |
NSCNORFOLK SOUTHN CORP | $522.8M |
GLWCORNING INC | $509.9M |
SCHWSCHWAB CHARLES CORP | $410.2M |
AERAERCAP HOLDINGS NV | $397.0M |
PGRPROGRESSIVE CORP | $385.4M |
TELTE CONNECTIVITY PLC | $363.4M |
AWIARMSTRONG WORLD INDS INC NEW | $356.6M |
JNJJOHNSON & JOHNSON | $355.6M |
4I1PHILIP MORRIS INTL INC | $346.1M |
APDAIR PRODS & CHEMS INC | $335.5M |
CINFCINCINNATI FINL CORP | $334.9M |
MSFTMICROSOFT CORP | $329.9M |
TXNTEXAS INSTRS INC | $321.7M |
LOWLOWES COS INC | $318.4M |
DLTRDOLLAR TREE INC | $312.2M |
TPDSOMNIGROUP INTERNATIONAL INC | $310.1M |
CVXCHEVRON CORP NEW | $304.9M |
CHRCHURCHILL DOWNS INC | $298.2M |
DDOMINION ENERGY INC | $280.0M |
ENQENTEGRIS INC | $267.0M |
CSCOCISCO SYS INC | $262.5M |
GOOGALPHABET INC | $252.8M |
CBCHUBB LIMITED | $250.6M |
MOALTRIA GROUP INC | $221.4M |
SBUXSTARBUCKS CORP | $213.7M |
MCMOELIS & CO | $210.5M |
ALSNALLISON TRANSMISSION HLDGS I | $205.6M |
FASTFASTENAL CO | $202.2M |
MTBM & T BK CORP | $196.5M |
ALLYALLY FINL INC | $195.4M |
UNHUNITEDHEALTH GROUP INC | $192.4M |
WATWATERS CORP | $191.7M |
STESTERIS PLC | $187.7M |
KEYSKEYSIGHT TECHNOLOGIES INC | $186.5M |
VMCVULCAN MATLS CO | $184.4M |
CBRECBRE GROUP INC | $176.3M |
COOCOOPER COS INC | $170.0M |
PAYXPAYCHEX INC | $162.2M |
ODFLOLD DOMINION FREIGHT LINE IN | $161.6M |
OTISOTIS WORLDWIDE CORP | $161.2M |
UNFUNIFIRST CORP MASS | $161.1M |
FISFIDELITY NATL INFORMATION SV | $160.9M |
POSTPOST HLDGS INC | $157.2M |
LIILENNOX INTL INC | $153.0M |
AVTRAVANTOR INC | $136.8M |
BALLBALL CORP | $132.7M |
BRKRBRUKER CORP | $131.1M |
CPRTCOPART INC | $117.7M |
ATRAPTARGROUP INC | $111.0M |
8CWCROWN CASTLE INC | $109.1M |
POOLPOOL CORP | $99.2M |
VVISA INC | $99.1M |
LWLAMB WESTON HLDGS INC | $87.1M |
RSGREPUBLIC SVCS INC | $81.3M |
THGHANOVER INS GROUP INC | $71.5M |
APHAMPHENOL CORP NEW | $70.9M |
ORLYOREILLY AUTOMOTIVE INC | $68.9M |
MUSAMURPHY USA INC | $68.7M |
TSAACI WORLDWIDE INC | $67.0M |
MZTIMARZETTI COMPANY | $60.0M |
FDXFEDEX CORP | $58.7M |
CWSTCASELLA WASTE SYS INC | $53.6M |
IJHISHARES TR | $52.1M |
QLYSQUALYS INC | $51.7M |
FRFIRST INDL RLTY TR INC | $47.0M |
EQHEQUITABLE HLDGS INC | $46.3M |
CCCCCC INTELLIGENT SOLUTIONS HL | $45.6M |
DECKDECKERS OUTDOOR CORP | $40.2M |
JKHYHENRY JACK & ASSOC INC | $38.0M |
CHDCHURCH & DWIGHT CO INC | $35.8M |
CACCCREDIT ACCEP CORP MICH | $35.2M |
AXTAAXALTA COATING SYS LTD | $34.2M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $33.9M |
GOLFACUSHNET HLDGS CORP | $33.8M |
LSTRLANDSTAR SYS INC | $32.9M |
RVLVREVOLVE GROUP INC | $32.1M |
VNTVONTIER CORPORATION | $31.5M |
MATXMATSON INC | $31.1M |
BF/BBROWN FORMAN CORP | $30.8M |
GTESGATES INDL CORP PLC | $30.3M |
EPRTESSENTIAL PPTYS RLTY TR INC | $30.1M |
AUBATLANTIC UN BANKSHARES CORP | $29.9M |
NVDANVIDIA CORPORATION | $29.7M |
IWDISHARES TR | $29.6M |
NGVTINGEVITY CORP | $26.6M |
ATKRATKORE INC | $26.0M |
SAIASAIA INC | $25.6M |
PAHUSDELEMENT SOLUTIONS INC | $25.1M |
TTCTORO CO | $24.4M |
PLUSEPLUS INC | $24.3M |
CTSCTS CORP | $23.8M |
PSMTPRICESMART INC | $23.3M |
HAEHAEMONETICS CORP MASS | $21.1M |
ALEXALEXANDER & BALDWIN INC NEW | $16.6M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $15.8M |
HDHOME DEPOT INC | $15.0M |
LLYVKLIBERTY LIVE HOLDINGS INC | $14.9M |
MTNVAIL RESORTS INC | $13.6M |
IPARINTERPARFUMS INC | $13.1M |
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