Institutions / LONDON CO OF VIRGINIA / Holdings

London Co of Virginia

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$576.08M	2,269,872	3.5%
Warren E. Buffett	—	$518.63M	1,082,249	3.2%
CORNING INC /NY	—	$516.10M	3,795,637	3.2%
NORFOLK SOUTHERN CORP	—	$487.99M	1,700,297	3.0%
DOMINION ENERGY, INC	—	$429.25M	6,943,525	2.6%
JOHNSON & JOHNSON	—	$392.17M	1,604,354	2.4%
CHEVRON CORP	—	$391.48M	1,892,105	2.4%
Air Products & Chemicals, Inc.	—	$382.45M	1,316,549	2.4%
BlackRock, Inc.	—	$380.46M	395,591	2.3%
AerCap Holdings N.V.	—	$349.00M	2,544,068	2.2%
Entegris, Inc.	—	$346.52M	2,955,631	2.1%
TEXAS INSTRUMENTS INC	—	$339.02M	1,746,259	2.1%
SCHWAB CHARLES CORP	—	$335.44M	3,569,280	2.1%
Philip Morris International Inc.	—	$334.02M	2,020,161	2.1%
PROGRESSIVE CORP/OH	—	$316.04M	1,594,226	1.9%
TE Connectivity PLC	—	$311.41M	1,489,812	1.9%
CINCINNATI FINANCIAL CORP	—	$296.99M	1,887,411	1.8%
NEWMARKET CORP	—	$295.51M	461,027	1.8%
LOWES COMPANIES INC	—	$292.92M	1,239,707	1.8%
ARMSTRONG WORLD INDUSTRIES INC	—	$284.01M	1,723,367	1.7%
CUMMINS INC	—	$273.78M	508,834	1.7%
DOLLAR TREE, INC.	—	$251.90M	2,300,205	1.6%
Chubb Ltd	—	$248.57M	762,617	1.5%
CISCO SYSTEMS, INC.	—	$246.49M	3,176,818	1.5%
Northrop Grumman Corp	—	$243.28M	356,554	1.5%
ALTRIA GROUP, INC.	—	$237.06M	3,592,274	1.5%
MICROSOFT CORP	—	$236.54M	638,980	1.5%
Keysight Technologies, Inc.	—	$235.23M	833,037	1.4%
Somnigroup International Inc	—	$234.91M	3,177,857	1.4%
Churchill Downs Inc	—	$233.00M	2,593,821	1.4%
Allison Transmission Holdings Inc	—	$223.03M	1,905,273	1.4%
Fastenal Co	—	$217.80M	4,694,013	1.3%
Alphabet Inc.	—	$214.40M	747,417	1.3%
STARBUCKS CORP	—	$203.20M	2,268,061	1.3%
UNIFIRST CORP	—	$195.05M	775,264	1.2%
OLD DOMINION FREIGHT LINE, INC.	—	$188.49M	964,653	1.2%
M&T BANK CORP	—	$182.48M	882,721	1.1%
Moelis & Co	—	$165.53M	2,903,947	1.0%
COOPER COMPANIES, INC.	—	$159.96M	2,237,145	1.0%
Vulcan Materials Co	—	$159.29M	584,971	1.0%
Ally Financial Inc.	—	$153.19M	3,904,868	0.9%
STERIS plc	—	$148.35M	670,852	0.9%
Restaurant Brands International Inc.QSR	Common Stock	$147.97M	2,002,235	0.9%
Post Holdings, Inc.	—	$145.98M	1,476,638	0.9%
UNITEDHEALTH GROUP INC	—	$141.83M	524,146	0.9%
CBRE Group Inc	—	$134.84M	995,446	0.8%
BALL Corp	—	$134.65M	2,277,942	0.8%
Lennox International Inc	—	$131.78M	283,923	0.8%
Domino's Pizza Inc.	—	$129.25M	360,242	0.8%
WHITE MOUNTAINS INSURANCE GROUP LTD	—	$125.54M	57,131	0.8%