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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
$13.32B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 132 项
建仓 8
增持 43
减持 76
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CHDN
CHURCHILL DOWNS INC
+$149.3M
1,018,291
+112%
清仓
CTAS
CINTAS CORP
-$127.7M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$106.0M
1,164,305
-25%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
CDK GLOBAL INC
-$80.5M
0
-100%
增持
BALL
BALL CORP
+$72.1M
1,725,366
+68%
减持
LW
LAMB WESTON HLDGS INC
-$64.8M
2,646,136
-6%
建仓
FISV
FISERV INC
+$59.1M
544,929
增持
PGR
PROGRESSIVE CORP
+$56.6M
3,576,840
+32%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$45.4M
2,751,141
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.7M
1,987,475
-6%
建仓
—
AERCAP HOLDINGS NV
+$41.5M
717,123
增持
NSC
NORFOLK SOUTHN CORP
-$40.4M
1,815,223
+1%
减持
KO
COCA COLA CO
-$38.4M
221,564
-76%
增持
UPS
UNITED PARCEL SERVICE INC
-$38.2M
1,869,048
+3%
减持
ATR
APTARGROUP INC
-$36.2M
1,165,729
-6%
减持
—
CITRIX SYS INC
-$35.6M
2,021,739
-6%
增持
PFE
PFIZER INC
+$35.4M
7,426,141
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.5M
200,593
-71%
减持
KMX
CARMAX INC
-$34.4M
2,797,634
-8%
增持
LOW
LOWES COS INC
+$32.5M
2,522,928
+2%
减持
—
STORE CAP CORP
-$31.9M
8,311,098
-4%
增持
APD
AIR PRODS & CHEMS INC
-$31.7M
1,169,653
+2%
增持
AAPL
APPLE INC
+$30.6M
4,664,983
+2%
增持
MSFT
MICROSOFT CORP
+$29.2M
1,692,211
+2%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$28.3M
1,718,081
+3%
减持
FDX
FEDEX CORP
-$27.6M
304,170
-4%
增持
UNF
UNIFIRST CORP MASS
+$25.8M
986,340
+26%
减持
MLM
MARTIN MARIETTA MATLS INC
-$25.4M
397,298
-13%
减持
—
BLACK KNIGHT INC
-$25.0M
2,569,790
-5%
建仓
GOLF
ACUSHNET HLDGS CORP
+$22.8M
488,994
增持
IVV
ISHARES TR
+$22.1M
56,420
+1021%
减持
—
ALLEGHANY CORP MD
-$21.0M
268,652
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$21.0M
1,111,659
-21%
建仓
MBUU
MALIBU BOATS INC
+$19.5M
278,047
减持
BF/B
BROWN FORMAN CORP
-$19.2M
1,558,375
-6%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$19.1M
2,692,140
-6%
增持
PAYX
PAYCHEX INC
+$19.0M
2,394,823
+3%
减持
VMC
VULCAN MATLS CO
-$18.3M
1,205,328
-6%
减持
CINF
CINCINNATI FINL CORP
-$16.0M
3,767,565
-2%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$15.5M
2,555,097
-5%
增持
CSCO
CISCO SYS INC
+$15.1M
6,446,978
+2%
减持
DLTR
DOLLAR TREE INC
-$14.9M
1,489,994
-6%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$13.6M
1,132,707
-7%
减持
FR
FIRST INDL RLTY TR INC
-$13.4M
1,091,452
-19%
增持
—
BLACKROCK INC
-$13.3M
622,065
+2%
减持
HAS
HASBRO INC
-$13.2M
1,303,859
-5%
减持
ENTG
ENTEGRIS INC
-$13.0M
3,787,286
-5%
增持
MO
ALTRIA GROUP INC
-$12.4M
6,479,205
+1%
增持
TGT
TARGET CORP
-$11.7M
1,694,201
+3%
减持
—
STERIS PLC
-$10.8M
759,828
-6%
减持
OTIS
OTIS WORLDWIDE CORP
-$10.2M
2,381,410
-6%
减持
CPRT
COPART INC
-$9.9M
2,094,051
-8%
增持
DEO
DIAGEO PLC
+$9.5M
1,658,839
+2%
增持
TXN
TEXAS INSTRS INC
+$9.5M
2,924,545
+2%
减持
POST
POST HLDGS INC
-$9.4M
2,560,819
-5%
清仓
OGN
ORGANON & CO
-$9.1M
0
-100%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$8.2M
367,791
-4%
减持
—
WHITE MTNS INS GROUP LTD
-$7.9M
76,050
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.9M
5,309,955
+1%
减持
—
KAMAN CORP
-$7.7M
363,946
-11%
减持
MC
MOELIS & CO
+$7.6M
3,587,257
-5%
减持
V
VISA INC
-$7.1M
413,715
-3%
增持
INTC
INTEL CORP
-$6.9M
4,709,566
+3%
减持
GOOG
ALPHABET INC
+$6.8M
63,783
-2%
增持
D
DOMINION ENERGY INC
+$6.6M
4,186,034
+3%
减持
DECK
DECKERS OUTDOOR CORP
-$6.0M
176,425
-3%
减持
CTS
CTS CORP
-$5.9M
601,719
-9%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$5.8M
1,096,261
-7%
增持
BEN
FRANKLIN RESOURCES INC
-$5.7M
3,961,084
+3%
减持
MATX
MATSON INC
+$5.6M
379,585
-3%
增持
IWM
ISHARES TR
+$5.5M
47,613
+124%
减持
NGVT
INGEVITY CORP
-$5.4M
430,389
-3%
减持
MUSA
MURPHY USA INC
+$5.4M
178,045
-3%
增持
PM
PHILIP MORRIS INTL INC
-$5.3M
2,101,137
+2%
减持
SGI
TEMPUR SEALY INTL INC
-$5.3M
1,000,121
-24%
减持
MTB
M & T BK CORP
-$4.9M
1,036,184
-6%
增持
FAST
FASTENAL CO
+$4.8M
4,732,024
+3%
减持
—
MANTECH INTERNATIONAL CORP
-$4.7M
194,395
-14%
减持
CHD
CHURCH & DWIGHT INC
-$4.6M
765,883
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$4.5M
148,916
-3%
减持
—
ALEXANDER & BALDWIN INC NEW
+$4.4M
968,616
-3%
减持
GLW
CORNING INC
-$4.2M
288,199
-20%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.1M
10
减持
—
DRIL-QUIP INC
-$4.1M
313,430
-11%
增持
QLYS
QUALYS INC
+$3.9M
232,736
+7%
减持
PSMT
PRICESMART INC
-$3.8M
231,275
-3%
减持
META
FACEBOOK INC
-$3.6M
240,139
-2%
减持
—
GCP APPLIED TECHNOLOGIES INC
-$3.3M
2,352,847
-0%
减持
NEU
NEWMARKET CORP
+$3.2M
731,685
-4%
减持
MBI
MBIA INC
+$2.9M
1,805,720
-2%
减持
—
PERRIGO CO PLC
-$2.9M
3,199,326
-5%
减持
—
AXALTA COATING SYS LTD
-$2.8M
1,529,299
-2%
增持
ACIW
ACI WORLDWIDE INC
-$2.8M
688,618
+7%
减持
THG
HANOVER INS GROUP INC
-$2.7M
334,784
-1%
减持
—
MASONITE INTL CORP
-$2.5M
269,644
-3%
增持
CVX
CHEVRON CORP NEW
-$2.3M
2,223,963
+2%
减持
ENR
ENERGIZER HLDGS INC NEW
-$2.2M
265,744
-9%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$2.2M
760,171
-3%
增持
CMCSA
COMCAST CORP NEW
+$2.1M
4,651,232
+3%
减持
GHC
GRAHAM HLDGS CO
-$2.1M
29,018
-4%
减持
—
LIVANOVA PLC
-$1.9M
260,609
-3%
增持
CNNE
CANNAE HLDGS INC
-$1.9M
1,581,518
+5%
减持
HAE
HAEMONETICS CORP MASS
+$1.6M
1,017,413
-3%
增持
MRK
MERCK & CO INC
-$1.6M
3,096,673
+3%
增持
IJH
ISHARES TR
+$1.4M
25,527
+30%
减持
APH
AMPHENOL CORP NEW
+$1.3M
1,688,919
-6%
减持
LSTR
LANDSTAR SYS INC
-$1.3M
266,749
-3%
清仓
—
KELLOGG CO
-$1.1M
0
-100%
增持
NKE
NIKE INC
-$1.1M
150,730
+1%
减持
WFC
WELLS FARGO CO NEW
-$1.1M
31,093
-44%
减持
HD
HOME DEPOT INC
+$980.0K
295,337
-2%
减持
TG
TREDEGAR CORP
-$880.0K
310,851
-8%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$737.0K
309,545
-2%
建仓
IWD
ISHARES TR
+$598.0K
3,824
减持
TRC
TEJON RANCH CO
+$555.0K
260,435
-3%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$512.0K
556,257
-4%
建仓
SPY
SPDR S&P 500 ETF TR
+$441.0K
1,027
减持
JKHY
HENRY JACK & ASSOC INC
-$435.0K
252,262
-1%
增持
DE
DEERE & CO
-$335.0K
20,373
+0%
减持
CSX
CSX CORP
-$275.0K
107,832
-1%
增持
BAC
BK OF AMERICA CORP
+$251.0K
90,357
+4%
建仓
ALB
ALBEMARLE CORP
+$241.0K
1,100
清仓
CMPS
COMPASS PATHWAYS PLC
-$225.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$181.0K
26,862
+2%
增持
RGR
STURM RUGER & CO INC
-$181.0K
14,830
+5%
增持
IWB
ISHARES TR
+$151.0K
1,499
+72%
增持
NVDA
NVIDIA CORPORATION
+$116.0K
15,932
+300%
增持
JNJ
JOHNSON & JOHNSON
-$71.0K
2,798,018
+2%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$63.0K
659,865
-3%
增持
PCAR
PACCAR INC
-$31.0K
5,483
+5%
减持
BRKR
BRUKER CORP
+$4.0K
4,258
-2%
减持
GATX
GATX CORP
-$2.0K
12,708
-1%
