London Co of Virginia
Net seller this quarter
$17.5B
153
-$640M
28.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLW | $823M | 4.69% | 0.37% | -15.2% | Q2 2013 |
 AAPL | $636M | 3.63% | 0.02% | -3.1% | Q2 2015 |
 BRK.B | $532M | 3.03% | Not reported | -1.8% | Q2 2013 |
 NSC | $520M | 2.97% | 0.74% | -2.8% | Q1 2014 |
 D | $467M | 2.66% | 0.78% | -1.6% | Q2 2013 |
 TXN | $462M | 2.63% | 0.17% | -11.3% | Q4 2018 |
 ENTG | $448M | 2.55% | 1.63% | -15.7% | Q3 2018 |
 JNJ | $394M | 2.24% | 0.06% | -3.4% | Q2 2013 |
 NEU | $387M | 2.20% | 5.31% | +6.0% | Q2 2013 |
 APD | $376M | 2.14% | 0.58% | -2.7% | Q4 2019 |
 BLK | $368M | 2.10% | 0.25% | -3.2% | Q2 2013 |
 CSCO | $362M | 2.07% | 0.08% | -2.9% | Q2 2013 |
 AER | $353M | 2.01% | 1.45% | -4.8% | Q3 2021 |
 PM | $353M | 2.01% | 0.13% | -3.4% | Q2 2013 |
 CMI | $351M | 2.00% | 0.36% | -3.2% | Q3 2025 |
 PGR | $338M | 1.93% | 0.27% | -2.9% | Q1 2016 |
 CINF | $336M | 1.92% | 1.17% | -3.7% | Q2 2013 |
 SCHW | $319M | 1.82% | 0.20% | -3.3% | Q1 2019 |
 RSG | $319M | 1.82% | 0.49% | +314.3% | Q2 2023 |
 CVX | $303M | 1.73% | 0.09% | -3.4% | Q2 2013 |
 SGI | $295M | 1.68% | 1.79% | +18.5% | Q2 2013 |
 DLTR | $266M | 1.52% | 1.15% | -4.2% | Q3 2013 |
 LOW | $265M | 1.51% | 0.21% | -3.2% | Q2 2013 |
 AWI | $264M | 1.50% | 3.88% | -4.6% | Q3 2016 |
 CB | $252M | 1.44% | 0.19% | -3.1% | Q3 2024 |
 MO | $249M | 1.42% | 0.21% | -3.6% | Q2 2013 |
 GOOG | $241M | 1.37% | Not reported | -8.8% | Q1 2017 |
 UNH | $237M | 1.35% | 0.06% | +8.6% | Q3 2025 |
 MSFT | $231M | 1.32% | 0.01% | -3.1% | Q2 2013 |
 SBUX | $224M | 1.28% | 0.19% | -3.3% | Q2 2015 |
 CHDN | $221M | 1.26% | 3.54% | -5.0% | Q4 2018 |
 FAST | $218M | 1.24% | 0.40% | -3.3% | Q1 2014 |
 KEYS | $218M | 1.24% | 0.36% | -25.3% | Q4 2023 |
 TEL | $214M | 1.22% | 0.36% | -28.9% | Q2 2024 |
 COO | $208M | 1.18% | 1.49% | +29.5% | Q4 2025 |
 ALSN | $206M | 1.17% | 2.20% | -4.2% | Q3 2019 |
 ODFL | $203M | 1.15% | 0.45% | -3.1% | Q2 2013 |
 MTB | $201M | 1.15% | 0.58% | -4.2% | Q2 2013 |
 UNF | $196M | 1.12% | 3.73% | -4.5% | Q2 2018 |
 MC | $183M | 1.04% | Not reported | -3.9% | Q2 2019 |
 NOC | $175M | 1.00% | 0.24% | -3.4% | Q1 2015 |
 ALLY | $172M | 0.98% | 1.23% | -4.2% | Q1 2025 |
 VMC | $165M | 0.94% | 0.43% | -4.2% | Q2 2013 |
 LII | $156M | 0.89% | 0.78% | -4.2% | Q2 2022 |
 BRKR | $149M | 0.85% | 1.63% | -4.0% | Q2 2017 |
 QSR | $142M | 0.81% | 0.56% | -2.1% | Q1 2026 |
 BALL | $136M | 0.78% | 0.82% | -4.2% | Q3 2015 |
 STE | $135M | 0.77% | 0.66% | -4.4% | Q3 2020 |
 PAYX | $130M | 0.74% | 0.37% | -2.1% | Q2 2013 |
 CBRE | $128M | 0.73% | 0.33% | -4.2% | Q1 2023 |
| Q1 2026 | |||||
| AAPL | $576M | 3.55% | 0.02% | -6.0% | Q2 2015 |
| BRK.B | $519M | 3.20% | Not reported | +8.6% | Q2 2013 |
| GLW | $516M | 3.18% | 0.44% | -34.8% | Q2 2013 |
| NSC | $488M | 3.01% | 0.76% | -6.1% | Q1 2014 |
| D | $429M | 2.64% | 0.79% | +45.3% | Q2 2013 |
| JNJ | $392M | 2.42% | 0.07% | -6.6% | Q2 2013 |
| CVX | $391M | 2.41% | 0.10% | -5.4% | Q2 2013 |
| APD | $382M | 2.36% | 0.59% | -3.1% | Q4 2019 |
| BLK | $380M | 2.34% | 0.25% | -6.2% | Q2 2013 |
| AER | $349M | 2.15% | 1.52% | -7.9% | Q3 2021 |
| ENTG | $347M | 2.14% | 1.94% | -6.7% | Q3 2018 |
| TXN | $339M | 2.09% | 0.19% | -5.8% | Q4 2018 |
| SCHW | $335M | 2.07% | 0.20% | -13.1% | Q1 2019 |
| PM | $334M | 2.06% | 0.13% | -6.4% | Q2 2013 |
| PGR | $316M | 1.95% | 0.27% | -5.8% | Q1 2016 |
| TEL | $311M | 1.92% | 0.51% | -6.7% | Q2 2024 |
| CINF | $297M | 1.83% | 1.21% | -8.0% | Q2 2013 |
| NEU | $296M | 1.82% | 5.01% | -6.5% | Q2 2013 |
| LOW | $293M | 1.80% | 0.22% | -6.1% | Q2 2013 |
| AWI | $284M | 1.75% | 4.04% | -7.7% | Q3 2016 |
| CMI | $274M | 1.69% | 0.37% | -6.2% | Q3 2025 |
| DLTR | $252M | 1.55% | 1.17% | -9.4% | Q3 2013 |
| CB | $249M | 1.53% | 0.20% | -5.0% | Q3 2024 |
| CSCO | $246M | 1.52% | 0.08% | -6.8% | Q2 2013 |
| NOC | $243M | 1.50% | 0.25% | -6.9% | Q1 2015 |
| MO | $237M | 1.46% | 0.21% | -6.4% | Q2 2013 |
| MSFT | $237M | 1.46% | 0.01% | -6.3% | Q2 2013 |
| KEYS | $235M | 1.45% | 0.49% | -9.2% | Q4 2023 |
| SGI | $235M | 1.45% | 1.51% | -8.5% | Q2 2013 |
| CHDN | $233M | 1.44% | 3.72% | -1.0% | Q4 2018 |
| ALSN | $223M | 1.37% | 2.30% | -9.3% | Q3 2019 |
| FAST | $218M | 1.34% | 0.41% | -6.9% | Q1 2014 |
| GOOG | $214M | 1.32% | Not reported | -7.2% | Q1 2017 |
| SBUX | $203M | 1.25% | 0.20% | -10.6% | Q2 2015 |
| UNF | $195M | 1.20% | 3.90% | -7.2% | Q2 2018 |
| ODFL | $188M | 1.16% | 0.46% | -6.4% | Q2 2013 |
| MTB | $182M | 1.12% | 0.59% | -9.5% | Q2 2013 |
| MC | $166M | 1.02% | Not reported | -5.2% | Q2 2019 |
| COO | $160M | 0.99% | 1.15% | +7.9% | Q4 2025 |
| VMC | $159M | 0.98% | 0.45% | -9.5% | Q2 2013 |
| ALLY | $153M | 0.94% | 1.27% | -9.5% | Q1 2025 |
| STE | $148M | 0.91% | 0.69% | -9.4% | Q3 2020 |
| QSR | $148M | 0.91% | 0.58% | New | Q1 2026 |
 POST | $146M | 0.90% | 3.08% | -6.9% | Q4 2016 |
| UNH | $142M | 0.87% | 0.06% | -10.1% | Q3 2025 |
| CBRE | $135M | 0.83% | 0.34% | -9.2% | Q1 2023 |
| BALL | $135M | 0.83% | 0.86% | -9.1% | Q3 2015 |
| LII | $132M | 0.81% | 0.82% | -9.9% | Q2 2022 |
 DPZ | $129M | 0.80% | 1.07% | New | Q1 2026 |
 WTM | $126M | 0.77% | 2.31% | -2.7% | Q2 2013 |
| Q4 2025 | |||||
| AAPL | $657M | 3.79% | 0.02% | -2.7% | Q2 2015 |
| NSC | $523M | 3.02% | 0.81% | +0.3% | Q1 2014 |
| GLW | $510M | 2.94% | 0.68% | -2.2% | Q2 2013 |
| BRK.B | $501M | 2.89% | Not reported | -2.7% | Q2 2013 |
| BLK | $452M | 2.61% | 0.27% | -2.8% | Q2 2013 |
| SCHW | $410M | 2.37% | 0.23% | -3.1% | Q1 2019 |
| AER | $397M | 2.29% | 1.65% | -9.2% | Q3 2021 |
| PGR | $385M | 2.22% | 0.29% | -3.2% | Q1 2016 |
| TEL | $363M | 2.10% | 0.54% | -2.9% | Q2 2024 |
| AWI | $357M | 2.06% | 4.35% | -12.6% | Q3 2016 |
| JNJ | $356M | 2.05% | 0.07% | -2.8% | Q2 2013 |
| PM | $346M | 2.00% | 0.14% | -2.4% | Q2 2013 |
| NEU | $339M | 1.95% | 5.24% | -6.9% | Q2 2013 |
| APD | $335M | 1.94% | 0.61% | -9.6% | Q4 2019 |
| CINF | $335M | 1.93% | 1.31% | -4.3% | Q2 2013 |
| MSFT | $330M | 1.90% | 0.01% | -2.4% | Q2 2013 |
| TXN | $322M | 1.86% | 0.20% | -3.8% | Q4 2018 |
| LOW | $318M | 1.84% | 0.24% | -2.7% | Q2 2013 |
| DLTR | $312M | 1.80% | 1.28% | -6.3% | Q3 2013 |
| SGI | $310M | 1.79% | 1.65% | -8.3% | Q2 2013 |
| CVX | $305M | 1.76% | 0.10% | -3.8% | Q2 2013 |
| CHDN | $298M | 1.72% | 3.77% | -8.1% | Q4 2018 |
| D | $280M | 1.62% | 0.54% | -2.5% | Q2 2013 |
| CMI | $277M | 1.60% | 0.39% | -1.1% | Q3 2025 |
| ENTG | $267M | 1.54% | 2.09% | -10.4% | Q3 2018 |
| CSCO | $263M | 1.51% | 0.09% | -2.6% | Q2 2013 |
| GOOG | $253M | 1.46% | Not reported | -11.0% | Q1 2017 |
| CB | $251M | 1.45% | 0.21% | +10.7% | Q3 2024 |
| MO | $221M | 1.28% | 0.23% | -2.9% | Q2 2013 |
| NOC | $218M | 1.26% | 0.27% | -2.5% | Q1 2015 |
| SBUX | $214M | 1.23% | 0.22% | -7.3% | Q2 2015 |
| MC | $210M | 1.21% | Not reported | -6.2% | Q2 2019 |
| ALSN | $206M | 1.19% | 2.52% | -6.3% | Q3 2019 |
| FAST | $202M | 1.17% | 0.44% | -2.7% | Q1 2014 |
| MTB | $197M | 1.13% | 0.63% | -6.3% | Q2 2013 |
| ALLY | $195M | 1.13% | 1.40% | -6.3% | Q1 2025 |
| UNH | $192M | 1.11% | 0.06% | -8.3% | Q3 2025 |
 WAT | $192M | 1.11% | 0.85% | -9.2% | Q3 2023 |
| STE | $188M | 1.08% | 0.75% | -6.3% | Q3 2020 |
| KEYS | $187M | 1.08% | 0.53% | -6.3% | Q4 2023 |
| VMC | $184M | 1.06% | 0.50% | -6.3% | Q2 2013 |
| CBRE | $176M | 1.02% | 0.37% | -6.3% | Q1 2023 |
| COO | $170M | 0.98% | 1.06% | New | Q4 2025 |
| PAYX | $162M | 0.94% | 0.40% | -4.9% | Q2 2013 |
| ODFL | $162M | 0.93% | 0.49% | -5.3% | Q2 2013 |
 OTIS | $161M | 0.93% | 0.47% | -6.3% | Q1 2021 |
| UNF | $161M | 0.93% | 4.20% | -7.5% | Q2 2018 |
 FIS | $161M | 0.93% | 0.47% | -8.4% | Q1 2022 |
| POST | $157M | 0.91% | 3.04% | -10.1% | Q4 2016 |
| LII | $153M | 0.88% | 0.90% | -6.4% | Q2 2022 |
| Q3 2025 | |||||
| AAPL | $633M | 3.49% | 0.02% | -2.5% | Q2 2015 |
| NSC | $542M | 2.99% | 0.80% | -2.2% | Q1 2014 |
| BRK.B | $515M | 2.84% | Not reported | -2.6% | Q2 2013 |
| BLK | $506M | 2.79% | 0.28% | -2.0% | Q2 2013 |
| GLW | $489M | 2.70% | 0.70% | -0.4% | Q2 2013 |
| NEU | $438M | 2.42% | 5.63% | -4.4% | Q2 2013 |
| PGR | $432M | 2.38% | 0.30% | -1.7% | Q1 2016 |
| AWI | $419M | 2.31% | 4.95% | -7.2% | Q3 2016 |
| APD | $410M | 2.26% | 0.67% | -1.5% | Q4 2019 |
| SCHW | $405M | 2.23% | 0.23% | -2.0% | Q1 2019 |
| AER | $368M | 2.03% | 1.71% | -4.2% | Q3 2021 |
| MSFT | $362M | 2.00% | 0.01% | -1.6% | Q2 2013 |
| TEL | $361M | 1.99% | 0.56% | -1.7% | Q2 2024 |
| PM | $359M | 1.98% | 0.14% | -0.8% | Q2 2013 |
| TXN | $354M | 1.96% | 0.21% | -2.1% | Q4 2018 |
| LOW | $341M | 1.88% | 0.24% | -1.9% | Q2 2013 |
| CINF | $339M | 1.87% | 1.37% | -3.0% | Q2 2013 |
| JNJ | $328M | 1.81% | 0.07% | -2.4% | Q2 2013 |
| ENTG | $327M | 1.80% | 2.33% | -3.8% | Q3 2018 |
| CVX | $323M | 1.78% | 0.10% | -1.3% | Q2 2013 |
| SGI | $319M | 1.76% | 1.80% | -4.3% | Q2 2013 |
| D | $300M | 1.65% | 0.57% | -1.3% | Q2 2013 |
| CHDN | $276M | 1.53% | 4.06% | -4.8% | Q4 2018 |
 CCI | $274M | 1.51% | 0.65% | -3.5% | Q3 2017 |
| MO | $261M | 1.44% | 0.24% | -1.9% | Q2 2013 |
| DLTR | $255M | 1.41% | 1.33% | -4.7% | Q3 2013 |
| FAST | $254M | 1.40% | 0.45% | -1.7% | Q1 2014 |
| NOC | $239M | 1.32% | 0.28% | -1.7% | Q1 2015 |
| CSCO | $239M | 1.32% | 0.09% | -1.7% | Q2 2013 |
| MC | $233M | 1.29% | Not reported | -4.4% | Q2 2019 |
| CMI | $232M | 1.28% | 0.40% | New | Q3 2025 |
| SBUX | $232M | 1.28% | 0.24% | -4.2% | Q2 2015 |
| GOOG | $220M | 1.22% | Not reported | -5.1% | Q1 2017 |
| UNH | $219M | 1.21% | 0.07% | New | Q3 2025 |
| VMC | $212M | 1.17% | 0.52% | -4.6% | Q2 2013 |
| MTB | $206M | 1.14% | 0.67% | -4.7% | Q2 2013 |
| CB | $205M | 1.13% | 0.18% | -1.6% | Q3 2024 |
| STE | $195M | 1.08% | 0.81% | -4.7% | Q3 2020 |
| PAYX | $193M | 1.06% | 0.42% | -1.7% | Q2 2013 |
| ALSN | $190M | 1.05% | 2.68% | -4.6% | Q3 2019 |
| POST | $190M | 1.05% | 3.25% | -4.2% | Q4 2016 |
| CBRE | $184M | 1.02% | 0.39% | -4.7% | Q1 2023 |
| ALLY | $180M | 1.00% | 1.50% | -4.7% | Q1 2025 |
| OTIS | $180M | 0.99% | 0.50% | -4.7% | Q1 2021 |
| LII | $178M | 0.98% | 0.96% | -4.7% | Q2 2022 |
| FIS | $174M | 0.96% | 0.51% | -53.9% | Q1 2022 |
| KEYS | $171M | 0.95% | 0.57% | -4.6% | Q4 2023 |
| WAT | $167M | 0.92% | 0.93% | -4.2% | Q3 2023 |
 AVTR | $160M | 0.88% | 1.88% | New | Q3 2025 |
| ODFL | $153M | 0.85% | 0.52% | -5.0% | Q2 2013 |