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LONDON CO OF VIRGINIA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LONDON CO OF VIRGINIA

报告期 2026-03-31 · CIK 0001259887

持仓数

167

前50大市值合计

$13.32B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$576.1M

2,269,872

4.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$518.6M

1,082,249

3.9%

GLW CORNING INC

COM

$516.1M

3,795,637

3.9%

NSC NORFOLK SOUTHN CORP

COM

$488.0M

1,700,297

3.7%

D DOMINION ENERGY INC

COM

$429.2M

6,943,525

3.2%

JNJ JOHNSON & JOHNSON

COM

$392.2M

1,604,354

2.9%

CVX CHEVRON CORPORATION

COM

$391.5M

1,892,105

2.9%

APD AIR PRODUCTS AND CHEMICALS I

COM

$382.5M

1,316,549

2.9%

BLK BLACKROCK INC

COM

$380.5M

395,591

2.9%

— AERCAP HOLDINGS NV

SHS

$349.0M

2,544,068

2.6%

ENTG ENTEGRIS INC

COM

$346.5M

2,955,631

2.6%

TXN TEXAS INSTRS INC

COM

$339.0M

1,746,259

2.5%

SCHW SCHWAB CHARLES CORP

COM

$335.4M

3,569,280

2.5%

PM PHILIP MORRIS INTL INC

COM

$334.0M

2,020,161

2.5%

PGR PROGRESSIVE CORP

COM

$316.0M

1,594,226

2.4%

— TE CONNECTIVITY PLC

ORD SHS

$311.4M

1,489,812

2.3%

CINF CINCINNATI FINL CORP

COM

$297.0M

1,887,411

2.2%

NEU NEWMARKET CORP

COM

$295.5M

461,027

2.2%

LOW LOWES COS INC

COM

$292.9M

1,239,707

2.2%

AWI ARMSTRONG WORLD INDS INC NEW

COM

$284.0M

1,723,367

2.1%

CMI CUMMINS INC

COM

$273.8M

508,834

2.1%

DLTR DOLLAR TREE INC

COM

$251.9M

2,300,205

1.9%

— CHUBB LTD SWITZ

COM

$248.6M

762,617

1.9%

CSCO CISCO SYS INC

COM

$246.5M

3,176,818

1.9%

NOC NORTHROP GRUMMAN CORP

COM

$243.3M

356,554

1.8%

MO ALTRIA GROUP INC

COM

$237.1M

3,592,274

1.8%

MSFT MICROSOFT CORP

COM

$236.5M

638,980

1.8%

KEYS KEYSIGHT TECHNOLOGIES INC

COM

$235.2M

833,037

1.8%

SGI SOMNIGROUP INTERNATIONAL INC

COM

$234.9M

3,177,857

1.8%

CHDN CHURCHILL DOWNS INC

COM

$233.0M

2,593,821

1.7%

ALSN ALLISON TRANSMISSION HLDGS I

COM

$223.0M

1,905,273

1.7%

FAST FASTENAL CO

COM

$217.8M

4,694,013

1.6%

GOOG ALPHABET INC

CAP STK CL C

$214.4M

747,417

1.6%

SBUX STARBUCKS CORP

COM

$203.2M

2,268,061

1.5%

UNF UNIFIRST CORP MASS

COM

$195.1M

775,264

1.5%

ODFL OLD DOMINION FREIGHT LINE IN

COM

$188.5M

964,653

1.4%

MTB M & T BK CORP

COM

$182.5M

882,721

1.4%

MC MOELIS & CO

CL A

$165.5M

2,903,947

1.2%

COO COOPER COS INC

COM

$160.0M

2,237,145

1.2%

VMC VULCAN MATLS CO

COM

$159.3M

584,971

1.2%

ALLY ALLY FINL INC

COM

$153.2M

3,904,868

1.2%

— STERIS PLC

SHS USD

$148.3M

670,852

1.1%

QSR RESTAURANT BRANDS INTL INC

COM

$148.0M

2,002,235

1.1%

POST POST HLDGS INC

COM

$146.0M

1,476,638

1.1%

UNH UNITEDHEALTH GROUP INC

COM

$141.8M

524,146

1.1%

CBRE CBRE GROUP INC

CL A

$134.8M

995,446

1.0%

BALL BALL CORP

COM

$134.6M

2,277,942

1.0%

LII LENNOX INTL INC

COM

$131.8M

283,923

1.0%

DPZ DOMINOS PIZZA INC

COM

$129.3M

360,242

1.0%

— WHITE MTNS INS GROUP LTD

COM

$125.5M

57,131

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

22%前 6 大占比

AAPL4.3%BRK/B3.9%GLW3.9%NSC3.7%D3.2%JNJ2.9%