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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 131 项
建仓 8
增持 20
减持 103
方向
标的
Δ市值
现股数(环比)
增持
—
AERCAP HOLDINGS NV
+$184.9M
3,460,366
+383%
减持
AAPL
APPLE INC
+$162.0M
4,629,620
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$140.6M
2,099,904
+22%
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。
减持
LOW
LOWES COS INC
+$137.0M
2,509,893
-1%
增持
APD
AIR PRODS & CHEMS INC
+$122.6M
1,387,629
+19%
增持
PFE
PFIZER INC
+$119.3M
7,429,312
+0%
减持
NSC
NORFOLK SOUTHN CORP
+$104.0M
1,808,229
-0%
减持
ENTG
ENTEGRIS INC
-$101.2M
2,710,282
-28%
减持
—
CITRIX SYS INC
-$73.6M
1,516,338
-25%
增持
LW
LAMB WESTON HLDGS INC
+$72.2M
3,701,715
+40%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$66.6M
718,179
-37%
减持
MSFT
MICROSOFT CORP
-$61.2M
1,236,442
-27%
减持
UPS
UNITED PARCEL SERVICE INC
+$59.8M
1,866,702
-0%
增持
FAST
FASTENAL CO
+$59.1M
4,734,235
+0%
减持
DLTR
DOLLAR TREE INC
+$58.9M
1,434,261
-4%
减持
PAYX
PAYCHEX INC
+$57.6M
2,394,704
-0%
减持
CSCO
CISCO SYS INC
+$56.1M
6,422,190
-0%
增持
DEO
DIAGEO PLC
+$47.5M
1,670,284
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.8M
1,970,783
-1%
建仓
HAYW
HAYWARD HLDGS INC
+$45.2M
1,722,293
减持
—
BLACKROCK INC
+$44.7M
618,631
-1%
减持
PGR
PROGRESSIVE CORP
+$43.7M
3,575,513
-0%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$42.7M
2,629,662
-4%
减持
CMCSA
COMCAST CORP NEW
-$41.1M
4,353,017
-6%
增持
IWD
ISHARES TR
+$37.2M
225,134
+5787%
增持
CVX
CHEVRON CORP NEW
+$37.1M
2,238,567
+1%
减持
—
PERRIGO CO PLC
-$36.5M
2,953,387
-8%
减持
VMC
VULCAN MATLS CO
+$36.5M
1,157,905
-4%
增持
—
BLACK KNIGHT INC
+$34.8M
2,652,337
+3%
增持
META
META PLATFORMS INC
+$33.1M
340,661
+42%
减持
MLM
MARTIN MARIETTA MATLS INC
+$32.3M
381,510
-4%
增持
—
STERIS PLC
+$30.4M
762,582
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$26.1M
5,017,612
-6%
减持
HAE
HAEMONETICS CORP MASS
-$23.2M
917,358
-10%
减持
HD
HOME DEPOT INC
+$22.5M
287,874
-3%
减持
—
GCP APPLIED TECHNOLOGIES INC
+$20.1M
2,265,185
-4%
减持
D
DOMINION ENERGY INC
+$20.1M
4,147,029
-1%
增持
CHD
CHURCH & DWIGHT CO INC
+$18.6M
798,085
+4%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$18.5M
1,117,669
-4%
减持
APH
AMPHENOL CORP NEW
+$18.2M
1,622,508
-4%
增持
IJH
ISHARES TR
+$15.7M
79,049
+210%
减持
BEN
FRANKLIN RESOURCES INC
+$14.9M
3,959,430
-0%
减持
—
STORE CAP CORP
+$14.8M
8,169,971
-2%
减持
JNJ
JOHNSON & JOHNSON
+$13.8M
2,722,114
-3%
减持
CPRT
COPART INC
+$13.7M
2,005,987
-4%
减持
TXN
TEXAS INSTRS INC
-$12.9M
2,914,222
-0%
减持
UNF
UNIFIRST CORP MASS
-$12.5M
937,114
-5%
增持
IWB
ISHARES TR
+$12.4M
48,442
+3132%
增持
IWM
ISHARES TR
+$11.9M
100,517
+111%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$11.8M
2,458,504
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$11.6M
145,328
-2%
减持
INTC
INTEL CORP
-$11.4M
4,650,932
-1%
减持
HAS
HASBRO INC
+$11.3M
1,254,336
-4%
减持
GOOG
ALPHABET INC
+$11.1M
62,577
-2%
减持
FR
FIRST INDL RLTY TR INC
+$11.0M
1,024,779
-6%
减持
CHDN
CHURCHILL DOWNS INC
-$10.5M
971,145
-5%
减持
POST
POST HLDGS INC
-$10.4M
2,409,950
-6%
减持
CINF
CINCINNATI FINL CORP
-$10.3M
3,687,000
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$10.0M
1,082,147
-3%
减持
FDX
FEDEX CORP
+$9.1M
292,961
-4%
减持
NEU
NEWMARKET CORP
-$9.0M
696,904
-5%
减持
MC
MOELIS & CO
-$8.1M
3,420,216
-5%
减持
—
WHITE MTNS INS GROUP LTD
-$7.7M
72,625
-5%
减持
KMX
CARMAX INC
-$6.5M
2,699,274
-4%
减持
MO
ALTRIA GROUP INC
+$6.1M
6,352,222
-2%
减持
V
VISA INC
-$6.0M
397,675
-4%
减持
FISV
FISERV INC
-$5.9M
513,035
-6%
增持
IVV
ISHARES TR
+$5.4M
62,328
+10%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$5.0M
718,377
-5%
减持
—
ALLEGHANY CORP MD
+$4.9M
258,628
-4%
建仓
IWR
ISHARES TR
+$4.8M
57,584
减持
BF/B
BROWN FORMAN CORP
+$4.6M
1,496,570
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.5M
117,639
-41%
减持
—
AXALTA COATING SYS LTD
+$4.4M
1,480,865
-3%
减持
QLYS
QUALYS INC
+$4.4M
220,821
-5%
减持
REYN
REYNOLDS CONSUMER PRODS INC
+$4.3M
1,091,001
-0%
减持
MBI
MBIA INC
+$4.3M
1,739,628
-4%
减持
MRK
MERCK & CO INC
+$4.2M
3,089,520
-0%
减持
BALL
BALL CORP
+$4.0M
1,654,291
-4%
减持
MBUU
MALIBU BOATS INC
-$3.9M
227,002
-18%
减持
—
MANTECH INTERNATIONAL CORP
-$3.7M
151,616
-22%
减持
CTS
CTS CORP
+$3.5M
601,078
-0%
减持
ATR
APTARGROUP INC
-$3.3M
1,109,048
-5%
减持
OTIS
OTIS WORLDWIDE CORP
+$3.3M
2,288,209
-4%
减持
—
DRIL-QUIP INC
-$3.2M
238,079
-24%
减持
LSTR
LANDSTAR SYS INC
+$3.2M
252,931
-5%
减持
TGT
TARGET CORP
+$3.1M
1,688,150
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.8M
297,478
-4%
减持
MUSA
MURPHY USA INC
+$2.7M
163,080
-8%
减持
PSMT
PRICESMART INC
-$2.7M
208,673
-10%
减持
—
KAMAN CORP
+$2.5M
357,730
-2%
减持
SGI
TEMPUR SEALY INTL INC
-$2.0M
945,207
-5%
减持
MTB
M & T BK CORP
-$1.8M
995,806
-4%
减持
GOLF
ACUSHNET HLDGS CORP
+$1.7M
462,934
-5%
减持
MATX
MATSON INC
+$1.7M
358,886
-5%
减持
—
MASONITE INTL CORP
+$1.5M
255,279
-5%
减持
NGVT
INGEVITY CORP
-$1.5M
407,892
-5%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
15,920
-0%
减持
KO
COCA COLA CO
+$1.4M
219,139
-1%
减持
DECK
DECKERS OUTDOOR CORP
-$1.3M
169,809
-4%
减持
ACIW
ACI WORLDWIDE INC
+$1.3M
647,462
-6%
减持
CNNE
CANNAE HLDGS INC
-$1.1M
1,367,097
-14%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$1.1M
519,712
-7%
减持
LLY
LILLY ELI & CO
+$1.0M
26,180
-3%
减持
GHC
GRAHAM HLDGS CO
-$994.0K
25,566
-12%
减持
JKHY
HENRY JACK & ASSOC INC
-$989.0K
241,911
-4%
减持
THG
HANOVER INS GROUP INC
-$929.0K
324,023
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$919.0K
2,864
+179%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$918.0K
2,590,607
-4%
减持
—
LIVANOVA PLC
+$878.0K
246,097
-6%
减持
TG
TREDEGAR CORP
-$775.0K
254,731
-18%
建仓
VB
VANGUARD INDEX FDS
+$662.0K
2,928
减持
ENR
ENERGIZER HLDGS INC NEW
-$655.0K
242,459
-9%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$436.0K
623,885
-5%
减持
—
ACCENTURE PLC IRELAND
+$343.0K
3,801
-1%
建仓
VXF
VANGUARD INDEX FDS
+$339.0K
1,856
建仓
VO
VANGUARD INDEX FDS
+$262.0K
1,028
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$243.0K
985
增持
WFC
WELLS FARGO CO NEW
+$188.0K
33,990
+9%
减持
GATX
GATX CORP
+$180.0K
12,648
-0%
减持
BAC
BK OF AMERICA CORP
+$179.0K
90,252
-0%
减持
GLW
CORNING INC
+$150.0K
286,499
-1%
建仓
IWV
ISHARES TR
+$118.0K
426
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$104.0K
346,047
-6%
减持
MDLZ
MONDELEZ INTL INC
+$96.0K
29,479
-8%
增持
AMZN
AMAZON COM INC
+$46.0K
329
+3%
减持
PM
PHILIP MORRIS INTL INC
-$43.0K
2,096,044
-0%
减持
TRC
TEJON RANCH CO
+$36.0K
244,280
-6%
建仓
IJR
ISHARES TR
+$32.0K
283
减持
—
ALEXANDER & BALDWIN INC NEW
+$25.0K
905,881
-6%
减持
BRKR
BRUKER CORP
+$15.0K
4,151
-3%
