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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 144 项
建仓 4
增持 31
减持 105
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$196.9M
4,495,115
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$196.5M
1,709,139
-9%
减持
CINF
CINCINNATI FINL CORP
-$184.3M
2,742,487
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。
-27%
减持
TGT
TARGET CORP
-$132.3M
1,675,882
-4%
减持
NSC
NORFOLK SOUTHN CORP
-$114.7M
1,435,077
-7%
减持
ENTG
ENTEGRIS INC
-$111.1M
2,692,856
-2%
减持
TXN
TEXAS INSTRS INC
-$103.4M
2,879,369
-3%
减持
CSCO
CISCO SYS INC
-$95.3M
6,292,127
-4%
减持
MO
ALTRIA GROUP INC
-$95.1M
5,934,052
-10%
增持
HAS
HASBRO INC
+$93.9M
2,413,415
+91%
减持
LOW
LOWES COS INC
-$75.7M
2,012,425
-5%
减持
MSFT
MICROSOFT CORP
-$75.1M
1,223,264
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$73.2M
1,838,463
-4%
建仓
LII
LENNOX INTL INC
+$72.8M
352,632
增持
—
BLACKROCK INC
-$71.0M
674,456
+7%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$69.6M
1,364,336
-45%
减持
PAYX
PAYCHEX INC
-$64.7M
2,361,591
-3%
减持
CVX
CHEVRON CORP NEW
-$60.0M
1,915,730
-8%
减持
DEO
DIAGEO PLC
-$55.9M
1,670,103
-2%
减持
FAST
FASTENAL CO
-$54.5M
4,658,953
-4%
减持
VMC
VULCAN MATLS CO
-$51.0M
1,159,113
-1%
减持
HAE
HAEMONETICS CORP MASS
-$50.8M
162,861
-83%
减持
—
GCP APPLIED TECHNOLOGIES INC
-$48.1M
660,330
-70%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$47.5M
2,073,571
-3%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$42.6M
2,583,769
-2%
减持
CMCSA
COMCAST CORP NEW
-$41.6M
4,319,632
-4%
减持
GOOG
ALPHABET INC
-$41.5M
61,282
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$40.3M
2,801,212
-5%
减持
LW
LAMB WESTON HLDGS INC
+$40.2M
3,694,778
-1%
减持
BALL
BALL CORP
-$37.3M
1,656,629
-1%
减持
—
AERCAP HOLDINGS NV
-$36.4M
3,395,974
-3%
减持
D
DOMINION ENERGY INC
-$34.0M
4,166,225
-3%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$33.8M
720,950
-1%
增持
MZTI
LANCASTER COLONY CORP
+$33.7M
406,977
+224%
减持
CPRT
COPART INC
-$33.2M
1,796,967
-1%
减持
CHDN
CHURCHILL DOWNS INC
-$33.1M
964,417
-2%
减持
MLM
MARTIN MARIETTA MATLS INC
-$31.8M
341,373
-2%
减持
—
STORE CAP CORP
-$31.6M
8,166,635
-2%
减持
—
STERIS PLC
-$29.4M
761,318
-1%
建仓
—
IAA INC
+$29.0M
884,105
减持
POST
POST HLDGS INC
+$28.9M
2,398,082
-1%
增持
IVV
ISHARES TR
+$28.9M
146,547
+149%
减持
MC
MOELIS & CO
-$27.6M
3,349,301
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$25.9M
1,036,840
-4%
减持
META
META PLATFORMS INC
-$23.4M
333,381
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$21.7M
6,779,933
-6%
减持
KMX
CARMAX INC
-$21.2M
2,686,356
-2%
减持
NEU
NEWMARKET CORP
-$20.5M
698,801
-2%
减持
APH
AMPHENOL CORP NEW
-$19.4M
1,623,976
-1%
减持
—
CITRIX SYS INC
-$19.2M
1,442,389
-9%
减持
—
BLACK KNIGHT INC
+$18.7M
2,629,195
-0%
减持
MRK
MERCK & CO INC
+$18.5M
3,086,189
-4%
减持
ATR
APTARGROUP INC
-$18.1M
1,127,259
-1%
减持
OTIS
OTIS WORLDWIDE CORP
-$16.7M
2,290,486
-1%
增持
SBUX
STARBUCKS CORP
+$16.2M
3,168,616
+28%
减持
MATX
MATSON INC
-$15.7M
315,465
-2%
减持
FR
FIRST INDL RLTY TR INC
-$15.3M
968,022
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$14.5M
1,788,067
+58%
清仓
—
KAMAN CORP
-$14.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$14.3M
2,701,487
-3%
减持
UNF
UNIFIRST CORP MASS
-$13.9M
924,132
-2%
增持
APD
AIR PRODS & CHEMS INC
-$12.7M
1,371,694
+0%
减持
MTB
M & T BK CORP
-$12.4M
997,035
-1%
减持
V
VISA INC
-$12.1M
385,461
-3%
增持
IWD
ISHARES TR
+$12.0M
120,242
+267%
减持
BRBR
BELLRING BRANDS INC
-$11.1M
2,414,950
-22%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$10.6M
139,739
-3%
减持
—
EVOQUA WATER TECHNOLOGIES CO
-$9.7M
631,391
-2%
减持
HD
HOME DEPOT INC
-$9.5M
275,146
-3%
增持
IWB
ISHARES TR
+$9.4M
105,194
+111%
减持
DLTR
DOLLAR TREE INC
-$8.8M
1,430,741
-1%
减持
FISV
FISERV INC
-$8.4M
500,840
-4%
减持
PFE
PFIZER INC
-$7.7M
7,450,715
-3%
减持
CHD
CHURCH & DWIGHT CO INC
-$7.7M
756,376
-3%
减持
—
ALLEGHANY CORP MD
-$7.0M
257,367
-2%
减持
CNNE
CANNAE HLDGS INC
-$6.6M
1,293,768
-2%
减持
CABO
CABLE ONE INC
-$6.6M
24,203
-6%
减持
MBI
MBIA INC
-$6.1M
1,646,119
-4%
增持
—
MASONITE INTL CORP
+$6.0M
343,453
+50%
减持
—
WHITE MTNS INS GROUP LTD
+$5.9M
68,331
-2%
减持
DECK
DECKERS OUTDOOR CORP
-$5.4M
159,630
-5%
减持
JKHY
HENRY JACK & ASSOC INC
-$5.1M
237,335
-2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$4.9M
287,992
-2%
减持
—
PERRIGO CO PLC
+$4.8M
3,051,174
-1%
增持
NKE
NIKE INC
-$4.7M
153,125
+1%
减持
—
ALEXANDER & BALDWIN INC NEW
-$4.7M
799,950
-2%
减持
—
LIVANOVA PLC
-$4.6M
214,455
-3%
减持
—
AXALTA COATING SYS LTD
-$4.3M
1,418,041
-2%
减持
HAYW
HAYWARD HLDGS INC
-$4.2M
1,582,609
-3%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$4.0M
1,039,839
-6%
减持
PGR
PROGRESSIVE CORP
-$3.8M
3,582,306
-3%
减持
QLYS
QUALYS INC
-$3.6M
194,451
-2%
减持
ACIW
ACI WORLDWIDE INC
-$3.5M
575,916
-2%
减持
—
DRIL-QUIP INC
-$3.5M
281,082
-2%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$3.4M
2,609,632
-1%
减持
BF/B
BROWN FORMAN CORP
+$3.4M
1,498,753
-1%
减持
INTC
INTEL CORP
-$3.1M
143,911
-16%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$3.0M
516,601
-8%
减持
FDX
FEDEX CORP
-$2.4M
312,478
-1%
增持
DE
DEERE & CO
-$2.3M
20,460
+0%
减持
THG
HANOVER INS GROUP INC
-$2.1M
314,643
-2%
减持
PM
PHILIP MORRIS INTL INC
+$2.0M
2,072,091
-4%
减持
MUSA
MURPHY USA INC
-$1.9M
116,799
-20%
减持
GLW
CORNING INC
-$1.8M
238,283
-6%
减持
LSTR
LANDSTAR SYS INC
-$1.8M
224,370
-2%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$1.7M
465,906
-2%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.7M
176,701
-2%
减持
PSMT
PRICESMART INC
-$1.6M
185,477
-2%
减持
—
MANTECH INTERNATIONAL CORP
+$1.5M
182,258
-1%
增持
IJH
ISHARES TR
+$1.4M
56,078
+34%
减持
GHC
GRAHAM HLDGS CO
-$1.4M
24,317
-2%
增持
LLY
LILLY ELI & CO
+$1.3M
27,181
+3%
增持
BAC
BK OF AMERICA CORP
-$1.2M
155,793
+5%
减持
CTS
CTS CORP
-$1.0M
538,114
-2%
增持
SGI
TEMPUR SEALY INTL INC
+$965.0K
1,150,730
+36%
增持
GOLF
ACUSHNET HLDGS CORP
+$784.0K
403,961
+1%
减持
NGVT
INGEVITY CORP
-$730.0K
360,164
-2%
增持
MBUU
MALIBU BOATS INC
-$696.0K
258,020
+5%
减持
TRC
TEJON RANCH CO
-$688.0K
215,440
-2%
减持
ENR
ENERGIZER HLDGS INC NEW
-$678.0K
227,320
-2%
建仓
GOOGL
ALPHABET INC
+$654.0K
300
清仓
—
WESTROCK CO
-$645.0K
0
-100%
减持
TG
TREDEGAR CORP
-$623.0K
276,031
-2%
减持
WFC
WELLS FARGO CO NEW
-$493.0K
51,488
-1%
增持
IWM
ISHARES TR
-$463.0K
26,549
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$398.0K
2,399
+114%
增持
AMZN
AMAZON COM INC
-$363.0K
6,400
+1900%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$352.0K
115,993
-1%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$277.0K
0
-100%
增持
GATX
GATX CORP
-$268.0K
10,801
+4%
增持
IWR
ISHARES TR
+$224.0K
8,970
+97%
增持
KO
COCA COLA CO
+$217.0K
209,015
+0%
清仓
SON
SONOCO PRODS CO
-$206.0K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$201.0K
1,139
减持
NTR
NUTRIEN LTD
-$184.0K
6,920
-2%
增持
RGR
STURM RUGER & CO INC
-$34.0K
15,682
+6%
增持
SCI
SERVICE CORP INTL
+$32.0K
4,731
+6%
增持
NEE
NEXTERA ENERGY INC
-$25.0K
5,355
+3%
减持
MDLZ
MONDELEZ INTL INC
-$23.0K
29,683
-0%
增持
LPLA
LPL FINL HLDGS INC
+$12.0K
2,314
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$9.0K
1,022
+4%
增持
BRKR
BRUKER CORP
+$6.0K
4,105
+5%
减持
IJR
ISHARES TR
-$3.0K
66
-19%
增持
PCAR
PACCAR INC
-$1.0K
5,848
+7%