LONDON CO OF VIRGINIA

CIK 0001259887 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: LONDON CO OF VIRGINIA, CCO
Address: 1800 BAYBERRY COURT, SUITE 301, RICHMOND, VA, 23226
Phone: 804-775-0317
AUM: $17.33B

AUM over time

$17.54B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $17.33B170 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$698K	0.0%Prev: 0.0%	2,601 SH	Increased
ACI WORLDWIDE INC	COM	$67.0M	0.4%Prev: 0.5%	1,401,837 SH	Decreased-331,104 SH
ACUSHNET HLDGS CORP	COM	$33.8M	0.2%Prev: 0.2%	422,887 SH	Decreased-17,200 SH
AERCAP HOLDINGS NV	SHS	$397.0M	2.3%Prev: 2.0%	2,761,384 SH	Increased-280,763 SH
AIR PRODS & CHEMS INC	COM	$335.5M	1.9%Prev: 2.3%	1,358,082 SH	Decreased-143,533 SH
ALCON AG	ORD SHS	$2.2M	0.0%Prev: 0.0%	27,960 SH	Increased-348 SH
ALEXANDER & BALDWIN INC NEW	COM	$16.6M	0.1%Prev: 0.1%	802,740 SH	Increased-51,984 SH
ALLISON TRANSMISSION HLDGS I	COM	$205.6M	1.2%Prev: 1.1%	2,099,988 SH	Increased-141,690 SH
ALLY FINL INC	COM	$195.4M	1.1%Prev: 1.0%	4,314,895 SH	Increased-289,688 SH
ALPHABET INC	CAP STK CL C	$252.8M	1.5%Prev: 1.2%	805,540 SH	Increased-99,535 SH
ALTRIA GROUP INC	COM	$221.4M	1.3%Prev: 1.4%	3,839,122 SH	Decreased-112,842 SH
AMAZON COM INC	COM	$1.5M	0.0%Prev: 0.0%	6,400 SH	Increased
AMERICAN FINL GROUP INC OHIO	COM	$369K	0.0%Prev: 0.0%	2,700 SH	Decreased
AMPHENOL CORP NEW	CL A	$70.9M	0.4%Prev: 0.4%	524,534 SH	Increased-29,992 SH
APPLE INC	COM	$656.8M	3.8%Prev: 3.5%	2,415,820 SH	Increased-68,158 SH
APTARGROUP INC	COM	$111.0M	0.6%Prev: 0.7%	910,151 SH	Decreased-62,706 SH
ARMSTRONG WORLD INDS INC NEW	COM	$356.6M	2.1%Prev: 2.3%	1,866,241 SH	Decreased-269,356 SH
ATKORE INC	COM	$26.0M	0.2%Prev: 0.1%	411,729 SH	Decreased-18,693 SH
ATLANTIC UN BANKSHARES CORP	COM	$29.9M	0.2%Prev: 0.2%	847,406 SH	Decreased-37,125 SH
AVANTOR INC	COM	$136.8M	0.8%Prev: 0.9%	11,936,522 SH	Decreased-857,435 SH
AXALTA COATING SYS LTD	COM	$34.2M	0.2%Prev: 0.2%	1,058,342 SH	Decreased-273,762 SH
BALL CORP	COM	$132.7M	0.8%Prev: 0.7%	2,505,696 SH	Decreased-166,971 SH
BANK AMERICA CORP	COM	$453K	0.0%Prev: 0.0%	8,233 SH	Decreased-665 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	0.0%Prev: 0.0%	10 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$500.8M	2.9%Prev: 2.8%	996,386 SH	Decreased-27,290 SH
BLACKROCK INC	COM	$451.6M	2.6%Prev: 2.8%	421,889 SH	Decreased-12,286 SH
BRIGHTSTAR LOTTERY PLC	SHS USD	$164K	0.0%Prev: 0.0%	10,600 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$2.0M	0.0%Prev: 0.0%	37,453 SH	Increased-787 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$206K	0.0%Prev: 0.0%	922 SH	Decreased-121 SH
BROWN FORMAN CORP	CL B	$30.8M	0.2%Prev: 0.2%	1,181,778 SH	Decreased-98,088 SH
BRUKER CORP	COM	$131.1M	0.8%Prev: 0.5%	2,783,125 SH	Increased-225,368 SH
BURFORD CAP LTD	ORD SHS	$943K	0.0%Prev: 0.0%	105,708 SH	Decreased-1,968 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$766K	0.0%Prev: 0.0%	4,767 SH	Increased
CARMAX INC	COM	$2.7M	0.0%Prev: 0.0%	70,360 SH	Decreased-81,583 SH
CASELLA WASTE SYS INC	CL A	$53.6M	0.3%Prev: 0.3%	547,044 SH	Decreased-78,384 SH
CBRE GROUP INC	CL A	$176.3M	1.0%Prev: 1.0%	1,096,232 SH	Decreased-73,510 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$45.6M	0.3%Prev: 0.2%	5,733,903 SH	Increased+2,424,518 SH
CERTARA INC	COM	$11.0M	0.1%Prev: 0.1%	1,249,237 SH	Decreased-305,754 SH
CHEVRON CORP NEW	COM	$304.9M	1.8%Prev: 1.8%	2,000,668 SH	Decreased-79,325 SH
CHUBB LIMITED	COM	$250.6M	1.4%Prev: 1.1%	802,837 SH	Increased+77,345 SH
CHURCH & DWIGHT CO INC	COM	$35.8M	0.2%Prev: 0.2%	427,366 SH	Decreased-33,220 SH
CHURCHILL DOWNS INC	COM	$298.2M	1.7%Prev: 1.5%	2,620,723 SH	Increased-229,384 SH
CINCINNATI FINL CORP	COM	$334.9M	1.9%Prev: 1.9%	2,050,554 SH	Decreased-91,947 SH
CISCO SYS INC	COM	$262.5M	1.5%Prev: 1.3%	3,407,829 SH	Increased-89,208 SH
COCA COLA CO	COM	$11.7M	0.1%Prev: 0.1%	167,585 SH	Increased-4,561 SH
COOPER COS INC	COM	$170.0M	1.0%	2,074,379 SH	New
COPART INC	COM	$117.7M	0.7%Prev: 0.8%	3,007,359 SH	Decreased-213,924 SH
CORNING INC	COM	$509.9M	2.9%Prev: 2.7%	5,823,446 SH	Increased-131,933 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.0%Prev: 0.0%	1,730 SH	Decreased
CREDIT ACCEP CORP MICH	COM	$35.2M	0.2%Prev: 0.3%	79,337 SH	Decreased-20,976 SH
CRH PLC	ORD	$5.1M	0.0%Prev: 0.0%	40,964 SH	Increased+1,023 SH
CROWN CASTLE INC	COM	$109.1M	0.6%Prev: 1.5%	1,227,261 SH	Decreased-1,613,847 SH
CSX CORP	COM	$3.8M	0.0%Prev: 0.0%	105,837 SH	Increased
CTS CORP	COM	$23.8M	0.1%Prev: 0.1%	554,625 SH	Increased-24,838 SH
CUMMINS INC	COM	$277.0M	1.6%Prev: 1.3%	542,656 SH	Increased-5,959 SH
DECKERS OUTDOOR CORP	COM	$40.2M	0.2%Prev: 0.3%	387,314 SH	Decreased-144,946 SH
DEERE & CO	COM	$6.9M	0.0%Prev: 0.0%	14,908 SH	Increased
DOLLAR TREE INC	COM	$312.2M	1.8%Prev: 1.4%	2,537,874 SH	Increased-169,241 SH
DOMINION ENERGY INC	COM	$280.0M	1.6%Prev: 1.7%	4,778,330 SH	Decreased-122,205 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.0%Prev: 0.0%	16,961 SH	Decreased
ELEMENT SOLUTIONS INC	COM	$25.1M	0.1%Prev: 0.2%	1,005,972 SH	Decreased-309,499 SH
ELI LILLY & CO	COM	$25.6M	0.1%Prev: 0.1%	23,789 SH	Increased-10 SH
ENOVIS CORPORATION	COM	$9.9M	0.1%Prev: 0.1%	371,972 SH	Decreased-85,864 SH
ENTEGRIS INC	COM	$267.0M	1.5%Prev: 1.8%	3,169,391 SH	Decreased-366,745 SH
EPLUS INC	COM	$24.3M	0.1%Prev: 0.1%	277,521 SH	Increased-13,236 SH
EQUITABLE HLDGS INC	COM	$46.3M	0.3%Prev: 0.3%	970,930 SH	Decreased-264,313 SH
ESSENTIAL PPTYS RLTY TR INC	COM	$30.1M	0.2%Prev: 0.2%	1,014,490 SH	Decreased-44,655 SH
EXXON MOBIL CORP	COM	$1.4M	0.0%Prev: 0.0%	11,415 SH	Increased
FASTENAL CO	COM	$202.2M	1.2%Prev: 1.4%	5,039,665 SH	Decreased-138,039 SH
FEDEX CORP	COM	$58.7M	0.3%Prev: 0.3%	203,352 SH	Increased-9,867 SH
FIDELITY NATL INFORMATION SV	COM	$160.9M	0.9%Prev: 1.0%	2,420,425 SH	Decreased-221,140 SH
FIRST INDL RLTY TR INC	COM	$47.0M	0.3%Prev: 0.3%	820,034 SH	Decreased-122,369 SH
GATES INDL CORP PLC	ORD SHS	$30.3M	0.2%Prev: 0.2%	1,411,837 SH	Decreased-61,546 SH
GATX CORP	COM	$2.1M	0.0%Prev: 0.0%	12,150 SH	Decreased
GENERAL DYNAMICS CORP	COM	$558K	0.0%Prev: 0.0%	1,657 SH	Decreased-208 SH
GRAHAM HLDGS CO	COM CL B	$27.4M	0.2%Prev: 0.2%	24,963 SH	Decreased-1,041 SH
GREAT LAKES DREDGE & DOCK CO	COM	$7.7M	0.0%Prev: 0.0%	584,424 SH	Increased
HAEMONETICS CORP MASS	COM	$21.1M	0.1%Prev: 0.1%	263,565 SH	Increased-2,469 SH
HANOVER INS GROUP INC	COM	$71.6M	0.4%Prev: 0.5%	391,468 SH	Decreased-62,474 SH
HENRY JACK & ASSOC INC	COM	$38.0M	0.2%Prev: 0.2%	208,436 SH	Increased-46,310 SH
HERSHEY CO	COM	$1.2M	0.0%Prev: 0.0%	6,808 SH	Decreased
HOME DEPOT INC	COM	$15.0M	0.1%Prev: 0.1%	43,562 SH	Decreased-6,058 SH
ICON PLC	SHS	$2.6M	0.0%Prev: 0.0%	14,438 SH	Increased+7 SH
INGEVITY CORP	COM	$26.6M	0.2%Prev: 0.1%	448,770 SH	Increased-20,708 SH
INTERPARFUMS INC	COM	$13.1M	0.1%Prev: 0.1%	154,684 SH	Decreased-30,807 SH
ISHARES TR	CORE S&P MCP ETF	$52.1M	0.3%Prev: 0.1%	789,943 SH	Increased+561,739 SH
ISHARES TR	CORE S&P SCP ETF	$6K	0.0%Prev: 0.0%	47 SH	Increased+43 SH
ISHARES TR	CORE S&P500 ETF	$28.6M	0.2%Prev: 0.1%	41,699 SH	Increased+23,904 SH
ISHARES TR	RUS 1000 ETF	$11.4M	0.1%Prev: 0.0%	30,455 SH	Increased+29,315 SH
ISHARES TR	RUS 1000 VAL ETF	$29.6M	0.2%Prev: 0.0%	140,864 SH	Increased+136,764 SH
ISHARES TR	RUS MID CAP ETF	$625K	0.0%Prev: 0.0%	6,495 SH	Increased+6,476 SH
ISHARES TR	RUSSELL 2000 ETF	$12.9M	0.1%Prev: 0.0%	52,515 SH	Increased+26,986 SH
ISHARES TR	RUSSELL 3000 ETF	$225K	0.0%Prev: 0.0%	580 SH	Increased+473 SH
JOHNSON & JOHNSON	COM	$355.6M	2.1%Prev: 1.8%	1,718,193 SH	Increased-49,182 SH
KEYSIGHT TECHNOLOGIES INC	COM	$186.5M	1.1%Prev: 0.9%	917,882 SH	Increased-61,455 SH
LAMB WESTON HLDGS INC	COM	$87.1M	0.5%Prev: 0.8%	2,078,791 SH	Decreased-310,220 SH
LANDSTAR SYS INC	COM	$32.9M	0.2%Prev: 0.2%	229,155 SH	Increased-9,750 SH
LENNOX INTL INC	COM	$153.0M	0.9%Prev: 1.0%	315,164 SH	Decreased-21,389 SH
LIBERTY LIVE HOLDINGS INC	COM SHS SER C	$14.9M	0.1%	178,952 SH	New
LIVE NATION ENTERTAINMENT IN	COM	$396K	0.0%Prev: 0.0%	2,780 SH	Decreased
LOWES COS INC	COM	$318.4M	1.8%Prev: 1.9%	1,320,289 SH	Decreased-37,079 SH
LPL FINL HLDGS INC	COM	$811K	0.0%Prev: 0.0%	2,270 SH	Increased
M & T BK CORP	COM	$196.5M	1.1%Prev: 1.1%	975,521 SH	Decreased-65,298 SH
MAGNUM ICE CREAM CO NV	ORD SHS	$2.6M	0.0%	165,541 SH	New
MARTEN TRANS LTD	COM	$9.6M	0.1%Prev: 0.1%	840,576 SH	Increased-53,983 SH
MARTIN MARIETTA MATLS INC	COM	$106.2M	0.6%Prev: 0.6%	170,480 SH	Decreased-3,624 SH
MARZETTI COMPANY	COM	$60.0M	0.3%Prev: 0.4%	365,000 SH	Decreased-74,352 SH
MATSON INC	COM	$31.1M	0.2%Prev: 0.1%	252,114 SH	Increased-10,087 SH
MERCK & CO INC	COM	$407K	0.0%Prev: 0.0%	3,869 SH	Increased-850 SH
MICROSOFT CORP	COM	$329.9M	1.9%Prev: 2.0%	682,175 SH	Decreased-16,971 SH
MOELIS & CO	CL A	$210.5M	1.2%Prev: 1.3%	3,061,979 SH	Decreased-203,899 SH
MONDELEZ INTL INC	CL A	$1.4M	0.0%Prev: 0.0%	26,138 SH	Decreased-122 SH
MURPHY USA INC	COM	$68.7M	0.4%Prev: 0.4%	170,315 SH	Decreased-28,919 SH
NETFLIX INC	COM	$1.5M	0.0%Prev: 0.0%	16,100 SH	Decreased+14,490 SH
NEWMARKET CORP	COM	$338.7M	2.0%Prev: 2.4%	492,820 SH	Decreased-36,512 SH
NIKE INC	CL B	$2.3M	0.0%Prev: 0.0%	36,202 SH	Decreased-55,366 SH
NORFOLK SOUTHN CORP	COM	$522.8M	3.0%Prev: 3.0%	1,810,853 SH	Decreased+5,729 SH
NORTHROP GRUMMAN CORP	COM	$218.4M	1.3%Prev: 1.3%	383,058 SH	Decreased-9,668 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$15.8M	0.1%Prev: 0.1%	706,163 SH	Decreased
NVIDIA CORPORATION	COM	$29.7M	0.2%Prev: 0.2%	159,200 SH	Decreased
OLD DOMINION FREIGHT LINE IN	COM	$161.6M	0.9%Prev: 0.8%	1,030,574 SH	Increased-58,107 SH
OREILLY AUTOMOTIVE INC	COM	$68.9M	0.4%Prev: 0.5%	755,714 SH	Decreased-22,382 SH
OTIS WORLDWIDE CORP	COM	$161.2M	0.9%Prev: 1.0%	1,845,843 SH	Decreased-125,007 SH
PACCAR INC	COM	$1.3M	0.0%Prev: 0.0%	11,992 SH	Increased
PACKAGING CORP AMER	COM	$334K	0.0%Prev: 0.0%	1,620 SH	Decreased
PAYCHEX INC	COM	$162.2M	0.9%Prev: 1.1%	1,445,883 SH	Decreased-74,629 SH
PENSKE AUTOMOTIVE GRP INC	COM	$2.5M	0.0%Prev: 0.0%	15,816 SH	Decreased-1,904 SH
PFIZER INC	COM	$425K	0.0%Prev: 0.0%	17,061 SH	Decreased-16,444 SH
PHILIP MORRIS INTL INC	COM	$346.1M	2.0%Prev: 2.0%	2,158,010 SH	Decreased-53,508 SH
POOL CORP	COM	$99.2M	0.6%Prev: 0.8%	433,463 SH	Decreased-37,815 SH
POST HLDGS INC	COM	$157.2M	0.9%Prev: 1.0%	1,586,633 SH	Decreased-179,052 SH
PRICESMART INC	COM	$23.3M	0.1%Prev: 0.1%	190,017 SH	Decreased-8,336 SH
PROGRESSIVE CORP	COM	$385.4M	2.2%Prev: 2.4%	1,692,345 SH	Decreased-56,431 SH
QUALYS INC	COM	$51.7M	0.3%Prev: 0.3%	389,254 SH	Decreased-66,300 SH
REPUBLIC SVCS INC	COM	$81.3M	0.5%Prev: 0.4%	383,498 SH	Increased+61,389 SH
REVOLVE GROUP INC	CL A	$32.1M	0.2%Prev: 0.1%	1,061,837 SH	Increased-42,351 SH
SAIA INC	COM	$25.6M	0.1%Prev: 0.2%	78,519 SH	Decreased-30,155 SH
SCHWAB CHARLES CORP	COM	$410.2M	2.4%Prev: 2.2%	4,105,993 SH	Increased-132,657 SH
SERVICE CORP INTL	COM	$422K	0.0%Prev: 0.0%	5,416 SH	Decreased
SHERWIN WILLIAMS CO	COM	$1.3M	0.0%Prev: 0.0%	3,900 SH	Decreased
SOMNIGROUP INTERNATIONAL INC	COM	$310.1M	1.8%Prev: 1.8%	3,472,812 SH	Decreased-315,233 SH
SONY GROUP CORP	SPONSORED ADR	$563K	0.0%Prev: 0.0%	22,000 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.0%Prev: 0.0%	3,242 SH	Increased+2,573 SH
STARBUCKS CORP	COM	$213.7M	1.2%Prev: 1.3%	2,537,928 SH	Decreased-199,977 SH
STERIS PLC	SHS USD	$187.7M	1.1%Prev: 1.1%	740,436 SH	Decreased-49,635 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.6M	0.0%Prev: 0.0%	15,241 SH	Increased+600 SH
TARGET CORP	COM	$809K	0.0%Prev: 0.0%	8,275 SH	Increased
TE CONNECTIVITY PLC	ORD SHS	$363.4M	2.1%Prev: 2.0%	1,597,254 SH	Increased-48,012 SH
TESLA INC	COM	$571K	0.0%Prev: 0.0%	1,269 SH	Increased
TEXAS INSTRS INC	COM	$321.7M	1.9%Prev: 2.0%	1,854,025 SH	Decreased-73,715 SH
TORO CO	COM	$24.4M	0.1%Prev: 0.2%	309,838 SH	Decreased-123,277 SH
TOWNEBANK PORTSMOUTH VA	COM	$546K	0.0%Prev: 0.0%	16,369 SH	Decreased
TREDEGAR CORP	COM	$2.0M	0.0%Prev: 0.0%	283,273 SH	Decreased-14,364 SH
TREX CO INC	COM	$8.9M	0.1%Prev: 0.1%	252,509 SH	Decreased-163,882 SH
UDR INC	COM	$857K	0.0%Prev: 0.0%	23,373 SH	Decreased
UNIFIRST CORP MASS	COM	$161.1M	0.9%Prev: 0.8%	835,370 SH	Increased-67,635 SH
UNITEDHEALTH GROUP INC	COM	$192.4M	1.1%Prev: 1.2%	582,841 SH	Decreased-52,672 SH
UTZ BRANDS INC	COM CL A	$1.5M	0.0%	144,413 SH	New
VAIL RESORTS INC	COM	$13.6M	0.1%Prev: 0.1%	102,714 SH	Decreased-40,966 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$731K	0.0%Prev: 0.0%	3,494 SH	Increased+2,942 SH
VANGUARD INDEX FDS	MID CAP ETF	$217K	0.0%Prev: 0.0%	747 SH	Increased+693 SH
VANGUARD INDEX FDS	SMALL CP ETF	$329K	0.0%Prev: 0.0%	1,275 SH	Increased+989 SH
VISA INC	COM CL A	$99.1M	0.6%Prev: 0.6%	282,707 SH	Decreased-14,105 SH
VONTIER CORPORATION	COM	$31.5M	0.2%Prev: 0.2%	847,183 SH	Decreased-44,605 SH
VULCAN MATLS CO	COM	$184.4M	1.1%Prev: 1.2%	646,566 SH	Decreased-43,099 SH
WATERS CORP	COM	$191.7M	1.1%Prev: 0.9%	504,674 SH	Increased-51,181 SH
WELLS FARGO CO NEW	COM	$1.8M	0.0%Prev: 0.0%	19,790 SH	Increased+881 SH
WHITE MTNS INS GROUP LTD	COM	$122.0M	0.7%Prev: 0.6%	58,697 SH	Increased-8,105 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$3.4M	0.0%Prev: 0.0%	10,483 SH	Decreased+14 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$33.9M	0.2%Prev: 0.3%	139,594 SH	Decreased-44,657 SH

Sold (vs prior filing)

BRANDYWINE RLTY TR — $54K
DOUBLEVERIFY HLDGS INC — $10.7M
FISERV INC — $48.8M
LIBERTY MEDIA CORP DEL — $16.4M
MARKEL GROUP INC — $1.2M
NXP SEMICONDUCTORS N V — $1.8M
ROBERT HALF INC. — $207K
UNITED PARCEL SERVICE INC — $321K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001398344-26-003221	$17.33B	View
Nov 14, 2025	Q3 2025	13F-HR	0001398344-25-020905	$18.12B	View
Aug 14, 2026	Q2 2026