Institutions / London Co of Virginia

London Co of Virginia

CIK 1259887 · Institution · as of Mar 31, 2026
Portfolio value
$16.23B
Positions
167
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$16.23B-6.4%
$17.33B$16.78B$16.23BQ4 '25Q1 '26

Positions

167-1.8%
170169167Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 167 →
CompanyClassValueShares% of portfolio
Apple Inc.$576.08M2,269,8723.5%
Warren E. Buffett$518.63M1,082,2493.2%
Corning Inc /Ny$516.10M3,795,6373.2%
Norfolk Southern Corp$487.99M1,700,2973.0%
Dominion Energy, Inc$429.25M6,943,5252.6%
Johnson & Johnson$392.17M1,604,3542.4%
Chevron Corp$391.48M1,892,1052.4%
Air Products & Chemicals, Inc.$382.45M1,316,5492.4%
BlackRock, Inc.$380.46M395,5912.3%
AerCap Holdings N.V.$349.00M2,544,0682.2%
Entegris, Inc.$346.52M2,955,6312.1%
Texas Instruments Inc$339.02M1,746,2592.1%
Schwab Charles Corp$335.44M3,569,2802.1%
Philip Morris International Inc.$334.02M2,020,1612.1%
Progressive CORP/OH$316.04M1,594,2261.9%
TE Connectivity PLC$311.41M1,489,8121.9%
Cincinnati Financial Corp$296.99M1,887,4111.8%
Newmarket Corp$295.51M461,0271.8%
Lowes Companies Inc$292.92M1,239,7071.8%
Armstrong World Industries Inc$284.01M1,723,3671.7%
Cummins Inc$273.78M508,8341.7%
Dollar Tree, Inc.$251.90M2,300,2051.6%
Chubb Ltd$248.57M762,6171.5%
Cisco Systems, Inc.$246.49M3,176,8181.5%
Northrop Grumman Corp$243.28M356,5541.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimCorning Inc /Ny$-275.72M-2.0M
-34.82%
3,795,637
3.18% of portfolio
high
Q1 2026
as of
NewQSR
Restaurant Brands International Inc.
Common Stock
$147.97M+2.0M
2,002,235
0.91% of portfolio
high
Q1 2026
as of
AddDominion Energy, Inc$133.85M+2.2M
+45.31%
6,943,525
2.64% of portfolio
high
Q1 2026
as of
NewDomino's Pizza Inc.$129.25M+360K
360,242
0.80% of portfolio
high
Q1 2026
as of
ExitAmphenol Corp /De$-70.89M-525K
-100.00%
high
Q1 2026
as of
TrimOtis Worldwide Corp$-55.82M-724K
-39.23%
1,121,660
0.53% of portfolio
high
Q1 2026
as of
TrimSchwab Charles Corp$-50.44M-537K
-13.07%
3,569,280
2.07% of portfolio
high
Q1 2026
as of
ExitEquitable Holdings, Inc.$-46.26M-971K
-100.00%
medium
Q1 2026
as of
TrimWaters Corp$-44.48M-149K
-29.60%
355,310
0.65% of portfolio
medium
Q1 2026
as of
AddWarren E. Buffett$41.15M+86K
+8.62%
1,082,249
3.20% of portfolio
medium