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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 147 项
建仓 8
增持 69
减持 63
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
FIS
FIDELITY NATL INFORMATION SV
+$297.1M
2,958,087
减持
INTC
INTEL CORP
-$231.0M
172,102
-96%
增持
SBUX
STARBUCKS CORP
+$225.5M
2,483,226
+67014%
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
-$221.5M
2,112,953
-16%
清仓
BEN
FRANKLIN RESOURCES INC
-$132.6M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.1M
7,181,160
+43%
增持
POST
POST HLDGS INC
-$103.1M
2,434,435
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$97.4M
1,545,898
-15%
增持
CINF
CINCINNATI FINL CORP
+$90.6M
3,755,773
+2%
增持
KMX
CARMAX INC
-$87.3M
2,738,531
+1%
增持
—
BLACKROCK INC
-$84.7M
630,398
+2%
减持
APD
AIR PRODS & CHEMS INC
-$79.7M
1,370,631
-1%
减持
CPRT
COPART INC
-$75.7M
1,820,809
-9%
减持
CVX
CHEVRON CORP NEW
+$74.7M
2,072,129
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$73.9M
1,879,140
-5%
建仓
BRBR
BELLRING BRANDS INC
+$71.2M
3,085,926
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$69.1M
2,624,868
-0%
减持
—
BLACK KNIGHT INC
-$66.6M
2,641,903
-0%
减持
MC
MOELIS & CO
-$54.4M
3,394,703
-1%
增持
PGR
PROGRESSIVE CORP
+$53.3M
3,687,645
+3%
增持
—
AERCAP HOLDINGS NV
-$50.9M
3,490,003
+1%
增持
—
ALLEGHANY CORP MD
+$48.7M
261,387
+1%
增持
CSCO
CISCO SYS INC
-$43.4M
6,521,106
+2%
增持
MO
ALTRIA GROUP INC
+$41.9M
6,563,503
+3%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$41.7M
2,148,681
+2%
增持
D
DOMINION ENERGY INC
+$40.7M
4,313,640
+4%
增持
PFE
PFIZER INC
-$40.4M
7,694,593
+4%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$38.8M
731,670
+2%
建仓
CABO
CABLE ONE INC
+$37.8M
25,833
增持
META
META PLATFORMS INC
-$37.4M
347,128
+2%
增持
—
STORE CAP CORP
-$36.4M
8,368,430
+2%
减持
HD
HOME DEPOT INC
-$34.5M
283,788
-1%
减持
MLM
MARTIN MARIETTA MATLS INC
-$34.1M
348,149
-9%
减持
IWD
ISHARES TR
-$32.4M
32,804
-85%
增持
DLTR
DOLLAR TREE INC
+$30.2M
1,446,965
+1%
增持
JNJ
JOHNSON & JOHNSON
+$28.2M
2,786,392
+2%
增持
MSFT
MICROSOFT CORP
-$26.6M
1,262,604
+2%
增持
MRK
MERCK & CO INC
+$26.0M
3,203,298
+4%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$25.7M
2,476,638
+1%
增持
VMC
VULCAN MATLS CO
-$24.7M
1,174,152
+1%
增持
UNF
UNIFIRST CORP MASS
-$24.1M
939,142
+0%
增持
HAS
HASBRO INC
-$23.9M
1,266,219
+1%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$22.3M
1,133,903
+1%
增持
TGT
TARGET CORP
-$21.7M
1,738,882
+3%
增持
DEO
DIAGEO PLC
-$21.0M
1,706,871
+2%
减持
SGI
TEMPUR SEALY INTL INC
-$20.8M
846,185
-10%
增持
OTIS
OTIS WORLDWIDE CORP
-$20.7M
2,320,173
+1%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$20.3M
179,766
-48%
建仓
MZTI
LANCASTER COLONY CORP
+$18.8M
125,717
增持
MTB
M & T BK CORP
+$18.3M
1,010,429
+1%
减持
HAYW
HAYWARD HLDGS INC
-$18.2M
1,624,886
-6%
增持
APH
AMPHENOL CORP NEW
-$17.9M
1,645,388
+1%
减持
IWM
ISHARES TR
-$17.4M
24,156
-76%
增持
ENTG
ENTEGRIS INC
-$16.4M
2,736,169
+1%
减持
CNNE
CANNAE HLDGS INC
-$16.4M
1,323,918
-3%
增持
FAST
FASTENAL CO
-$16.2M
4,832,441
+2%
增持
CHDN
CHURCHILL DOWNS INC
-$16.1M
982,128
+1%
减持
DECK
DECKERS OUTDOOR CORP
-$16.0M
168,675
-1%
增持
—
CITRIX SYS INC
+$16.0M
1,579,703
+4%
减持
—
AXALTA COATING SYS LTD
-$13.4M
1,450,498
-2%
增持
HAE
HAEMONETICS CORP MASS
+$12.7M
971,011
+6%
减持
IJH
ISHARES TR
-$11.1M
41,968
-47%
减持
LSTR
LANDSTAR SYS INC
-$10.9M
228,105
-10%
增持
LW
LAMB WESTON HLDGS INC
-$10.8M
3,735,308
+1%
增持
AAPL
APPLE INC
-$10.6M
4,647,428
+0%
减持
—
MASONITE INTL CORP
-$9.7M
229,005
-10%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$9.6M
2,643,518
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$8.7M
1,906,170
+2%
减持
GOLF
ACUSHNET HLDGS CORP
-$8.5M
398,739
-14%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$8.4M
295,360
-1%
增持
NEU
NEWMARKET CORP
-$8.0M
711,677
+2%
增持
CMCSA
COMCAST CORP NEW
-$8.0M
4,508,767
+4%
增持
BALL
BALL CORP
-$8.0M
1,680,828
+2%
增持
JKHY
HENRY JACK & ASSOC INC
+$7.4M
242,734
+0%
增持
BF/B
BROWN FORMAN CORP
-$7.3M
1,518,229
+1%
增持
PAYX
PAYCHEX INC
+$6.7M
2,444,237
+2%
减持
FR
FIRST INDL RLTY TR INC
-$6.6M
989,488
-3%
减持
MATX
MATSON INC
+$6.4M
320,642
-11%
增持
—
DRIL-QUIP INC
+$6.1M
288,019
+21%
减持
NGVT
INGEVITY CORP
-$5.8M
366,326
-10%
减持
THG
HANOVER INS GROUP INC
+$5.7M
322,109
-1%
减持
—
WHITE MTNS INS GROUP LTD
+$5.7M
69,779
-4%
增持
GOOG
ALPHABET INC
-$5.5M
62,869
+0%
增持
—
MANTECH INTERNATIONAL CORP
+$4.8M
184,313
+22%
增持
NKE
NIKE INC
-$4.8M
151,095
+0%
减持
IWR
ISHARES TR
-$4.4M
4,562
-92%
增持
—
PERRIGO CO PLC
+$4.1M
3,095,595
+5%
减持
ACIW
ACI WORLDWIDE INC
-$4.0M
584,953
-10%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.0M
782,583
-2%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$3.9M
558,565
-10%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$3.7M
144,388
-1%
减持
—
ALEXANDER & BALDWIN INC NEW
-$3.7M
820,040
-9%
增持
PM
PHILIP MORRIS INTL INC
+$3.5M
2,157,198
+3%
减持
—
LIVANOVA PLC
-$3.5M
220,109
-11%
增持
TXN
TEXAS INSTRS INC
-$3.4M
2,974,913
+2%
减持
MUSA
MURPHY USA INC
-$3.4M
145,525
-11%
减持
—
EVOQUA WATER TECHNOLOGIES CO
-$3.3M
643,591
-10%
减持
IVV
ISHARES TR
-$3.0M
58,855
-6%
减持
—
GCP APPLIED TECHNOLOGIES INC
-$3.0M
2,187,912
-3%
减持
CTS
CTS CORP
-$2.7M
547,984
-9%
减持
ENR
ENERGIZER HLDGS INC NEW
-$2.6M
231,555
-4%
增持
FDX
FEDEX CORP
-$2.5M
316,692
+8%
减持
QLYS
QUALYS INC
-$2.1M
197,745
-10%
增持
BAC
BK OF AMERICA CORP
+$2.1M
147,912
+64%
增持
REYN
REYNOLDS CONSUMER PRODS INC
-$1.9M
1,103,668
+1%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$1.9M
477,360
-8%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$1.8M
327,453
-19%
减持
V
VISA INC
+$1.8M
396,653
-0%
增持
ATR
APTARGROUP INC
-$1.4M
1,144,252
+3%
减持
GLW
CORNING INC
-$1.3M
253,146
-12%
增持
MBUU
MALIBU BOATS INC
-$1.3M
246,455
+9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
117,477
-0%
清仓
T
AT&T INC
-$1.2M
0
-100%
减持
—
KAMAN CORP
-$1.1M
329,566
-8%
减持
MBI
MBIA INC
-$1.1M
1,716,466
-1%
减持
GHC
GRAHAM HLDGS CO
-$928.0K
24,815
-3%
建仓
MKL
MARKEL CORP
+$895.0K
607
增持
WFC
WELLS FARGO CO NEW
+$879.0K
51,803
+52%
减持
SPY
SPDR S&P 500 ETF TR
-$853.0K
1,123
-61%
增持
—
STERIS PLC
+$722.0K
770,740
+1%
清仓
VB
VANGUARD INDEX FDS
-$662.0K
0
-100%
减持
TRC
TEJON RANCH CO
-$629.0K
220,824
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$384.0K
1,084,010
+0%
增持
TG
TREDEGAR CORP
+$372.0K
282,127
+11%
减持
—
WESTROCK CO
-$364.0K
13,713
-40%
清仓
VXF
VANGUARD INDEX FDS
-$339.0K
0
-100%
减持
PSMT
PRICESMART INC
-$338.0K
189,317
-9%
增持
IWB
ISHARES TR
-$335.0K
49,881
+3%
增持
LLY
LILLY ELI & CO
+$329.0K
26,400
+1%
减持
—
EXXON MOBIL CORP
+$319.0K
15,488
-1%
增持
FISV
FISERV INC
-$302.0K
522,151
+2%
清仓
PEP
PEPSICO INC
-$282.0K
0
-100%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$277.0K
8,600
清仓
VO
VANGUARD INDEX FDS
-$262.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$245.0K
3,948
+4%
增持
NTR
NUTRIEN LTD
+$215.0K
7,070
+2%
建仓
SON
SONOCO PRODS CO
+$206.0K
3,300
建仓
BDN
BRANDYWINE RLTY TR
+$182.0K
12,860
清仓
IWV
ISHARES TR
-$118.0K
0
-100%
减持
BRKR
BRUKER CORP
-$96.0K
3,922
-6%
增持
MDLZ
MONDELEZ INTL INC
-$89.0K
29,729
+1%
减持
AMZN
AMAZON COM INC
-$54.0K
320
-3%
减持
KO
COCA COLA CO
-$43.0K
208,578
-5%
减持
GATX
GATX CORP
-$33.0K
10,414
-18%
减持
IJR
ISHARES TR
-$23.0K
81
-71%
增持
SCI
SERVICE CORP INTL
-$18.0K
4,483
+2%
减持
GD
GENERAL DYNAMICS CORP
+$14.0K
3,750
-12%
