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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 136 项
建仓 1
增持 44
减持 86
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SBUX
STARBUCKS CORP
+$100.7M
4,067,235
+28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$87.6M
6,755,007
-0%
增持
LII
LENNOX INTL INC
+$84.0M
704,307
+100%
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
CINF
CINCINNATI FINL CORP
-$81.7M
2,730,910
-0%
减持
KMX
CARMAX INC
-$67.9M
2,653,287
-1%
增持
PFE
PFIZER INC
-$56.0M
7,646,728
+3%
增持
FIS
FIDELITY NATL INFORMATION SV
-$42.5M
2,835,748
+1%
减持
—
STORE CAP CORP
+$38.3M
8,022,199
-2%
增持
CMCSA
COMCAST CORP NEW
-$38.2M
4,478,012
+4%
增持
CCI
CROWN CASTLE INC
-$37.9M
2,153,483
+4%
增持
LOW
LOWES COS INC
+$37.5M
2,071,408
+3%
增持
—
AERCAP HOLDINGS NV
+$37.3M
4,165,558
+23%
减持
HAS
HASBRO INC
-$36.0M
2,396,538
-1%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$34.4M
589,936
-57%
减持
BALL
BALL CORP
-$34.3M
1,648,203
-1%
增持
D
DOMINION ENERGY INC
-$34.1M
4,317,572
+4%
增持
—
BLACKROCK INC
-$30.6M
690,901
+2%
减持
DLTR
DOLLAR TREE INC
-$29.2M
1,423,511
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$28.4M
1,901,694
+3%
增持
JNJ
JOHNSON & JOHNSON
-$26.7M
2,772,263
+3%
增持
PM
PHILIP MORRIS INTL INC
-$26.6M
2,144,524
+3%
减持
IVV
ISHARES TR
-$25.8M
82,851
-43%
减持
FDX
FEDEX CORP
-$25.5M
305,230
-2%
增持
AAPL
APPLE INC
+$23.0M
4,613,356
+3%
清仓
—
GCP APPLIED TECHNOLOGIES INC
-$20.7M
0
-100%
增持
TGT
TARGET CORP
+$20.5M
1,733,044
+3%
增持
MSFT
MICROSOFT CORP
-$20.4M
1,261,183
+3%
减持
IWB
ISHARES TR
-$20.3M
8,003
-92%
增持
NSC
NORFOLK SOUTHN CORP
-$19.6M
1,462,496
+2%
减持
CHD
CHURCH & DWIGHT CO INC
-$19.4M
709,158
-6%
减持
MC
MOELIS & CO
-$19.3M
3,327,409
-1%
清仓
—
MANTECH INTERNATIONAL CORP
-$17.4M
0
-100%
增持
GOOG
ALPHABET INC
-$17.2M
1,215,619
+1884%
减持
VMC
VULCAN MATLS CO
+$17.0M
1,152,373
-1%
减持
OTIS
OTIS WORLDWIDE CORP
-$16.6M
2,277,482
-1%
减持
LW
LAMB WESTON HLDGS INC
+$16.3M
3,622,505
-2%
减持
—
PERRIGO CO PLC
-$16.0M
3,021,896
-1%
减持
MTB
M & T BK CORP
+$15.9M
991,448
-1%
增持
TXN
TEXAS INSTRS INC
+$15.8M
2,960,554
+3%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$15.1M
803,507
+11%
建仓
VNT
VONTIER CORPORATION
+$13.8M
823,303
增持
—
IAA INC
+$13.0M
1,317,854
+49%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$12.8M
2,591,913
-1%
增持
THG
HANOVER INS GROUP INC
+$12.0M
452,387
+44%
增持
FAST
FASTENAL CO
-$10.9M
4,814,343
+3%
减持
BRBR
BELLRING BRANDS INC
-$10.7M
2,396,831
-1%
减持
CABO
CABLE ONE INC
-$10.6M
24,172
-0%
增持
MZTI
LANCASTER COLONY CORP
+$10.0M
414,972
+2%
减持
ATR
APTARGROUP INC
-$9.7M
1,121,730
-0%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$9.7M
1,828,500
+2%
增持
CSCO
CISCO SYS INC
-$9.7M
6,465,187
+3%
增持
PGR
PROGRESSIVE CORP
+$9.3M
3,664,531
+2%
减持
HAYW
HAYWARD HLDGS INC
-$9.3M
1,520,760
-4%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$9.2M
2,560,871
-1%
减持
META
META PLATFORMS INC
-$9.1M
328,960
-1%
减持
—
CITRIX SYS INC
+$8.9M
1,434,834
-1%
减持
DECK
DECKERS OUTDOOR CORP
+$8.5M
157,541
-1%
减持
CHDN
CHURCHILL DOWNS INC
-$8.5M
957,075
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$8.4M
137,470
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$8.3M
1,026,780
-1%
减持
V
VISA INC
-$8.0M
382,328
-1%
增持
CVX
CHEVRON CORP NEW
+$6.8M
1,978,006
+3%
减持
MUSA
MURPHY USA INC
-$6.8M
74,365
-36%
减持
ENR
ENERGIZER HLDGS INC NEW
-$6.2M
9,804
-96%
减持
MLM
MARTIN MARIETTA MATLS INC
+$6.0M
335,875
-2%
增持
MRK
MERCK & CO INC
-$6.0M
3,197,461
+4%
减持
BF/B
BROWN FORMAN CORP
-$5.9M
1,490,527
-1%
减持
MBI
MBIA INC
-$5.5M
1,613,816
-2%
减持
CPRT
COPART INC
-$5.2M
1,786,528
-1%
增持
ENTG
ENTEGRIS INC
+$5.0M
3,048,588
+13%
增持
PAYX
PAYCHEX INC
+$4.9M
2,440,333
+3%
减持
UNF
UNIFIRST CORP MASS
-$4.7M
917,650
-1%
增持
—
STERIS PLC
-$4.6M
916,277
+20%
减持
CTS
CTS CORP
+$4.1M
537,196
-0%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$4.0M
778,926
+51%
减持
MATX
MATSON INC
-$3.8M
311,895
-1%
增持
DEO
DIAGEO PLC
+$3.7M
1,734,521
+4%
减持
ACIW
ACI WORLDWIDE INC
-$3.6M
542,937
-6%
减持
APH
AMPHENOL CORP NEW
+$3.6M
1,614,579
-1%
增持
SGI
TEMPUR SEALY INTL INC
+$3.3M
1,154,814
+0%
减持
—
BLACK KNIGHT INC
-$3.2M
2,606,922
-1%
增持
CNNE
CANNAE HLDGS INC
+$3.1M
1,363,502
+5%
减持
INTC
INTEL CORP
-$3.1M
87,667
-39%
减持
FR
FIRST INDL RLTY TR INC
-$3.1M
956,972
-1%
减持
NKE
NIKE INC
-$3.0M
152,509
-0%
减持
—
WHITE MTNS INS GROUP LTD
+$2.7M
67,416
-1%
减持
PSMT
PRICESMART INC
-$2.7M
184,376
-1%
减持
—
LIVANOVA PLC
-$2.6M
212,522
-1%
减持
TRC
TEJON RANCH CO
-$2.6M
53,174
-75%
增持
IWD
ISHARES TR
+$2.6M
147,087
+22%
减持
—
AXALTA COATING SYS LTD
-$2.5M
1,371,898
-3%
减持
POST
POST HLDGS INC
-$2.5M
2,380,985
-1%
减持
IWM
ISHARES TR
-$2.4M
12,427
-53%
减持
QLYS
QUALYS INC
+$2.4M
192,929
-1%
减持
FISV
FISERV INC
+$2.3M
500,798
-0%
减持
—
MASONITE INTL CORP
-$2.2M
339,393
-1%
增持
MO
ALTRIA GROUP INC
-$2.2M
6,084,403
+3%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$1.9M
318,582
-3%
减持
NEU
NEWMARKET CORP
-$1.9M
692,882
-1%
减持
—
DRIL-QUIP INC
-$1.8M
277,515
-1%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$1.7M
465,800
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
1,741,640
+2%
减持
KO
COCA COLA CO
-$1.6M
207,050
-1%
减持
HAE
HAEMONETICS CORP MASS
+$1.4M
161,870
-1%
减持
MBUU
MALIBU BOATS INC
-$1.3M
255,543
-1%
减持
IJH
ISHARES TR
-$1.3M
51,835
-8%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$1.3M
1,039,538
-0%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$1.2M
175,707
-1%
减持
NGVT
INGEVITY CORP
-$1.1M
356,194
-1%
减持
—
ALEXANDER & BALDWIN INC NEW
-$1.1M
798,386
-0%
增持
APD
AIR PRODS & CHEMS INC
-$1.1M
1,412,861
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$941.0K
112,396
-3%
减持
GHC
GRAHAM HLDGS CO
-$864.0K
24,015
-1%
增持
GOLF
ACUSHNET HLDGS CORP
+$817.0K
405,924
+0%
减持
HD
HOME DEPOT INC
-$697.0K
270,953
-2%
减持
GLW
CORNING INC
-$667.0K
235,746
-1%
减持
LSTR
LANDSTAR SYS INC
-$617.0K
221,729
-1%
减持
DE
DEERE & CO
+$477.0K
19,780
-3%
增持
IWR
ISHARES TR
+$366.0K
15,221
+70%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$311.0K
630,108
-0%
减持
MDLZ
MONDELEZ INTL INC
-$227.0K
29,479
-1%
清仓
PKG
PACKAGING CORP AMER
-$223.0K
0
-100%
减持
TG
TREDEGAR CORP
-$211.0K
270,020
-2%
清仓
VB
VANGUARD INDEX FDS
-$201.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$166.0K
5,100
+1600%
减持
—
ALLEGHANY CORP MD
+$105.0K
255,569
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$88.0K
2,288
-5%
减持
GD
GENERAL DYNAMICS CORP
-$75.0K
3,557
-5%
减持
LPLA
LPL FINL HLDGS INC
+$69.0K
2,270
-2%
增持
WFC
WELLS FARGO CO NEW
+$60.0K
51,634
+0%
减持
LLY
LILLY ELI & CO
-$34.0K
27,150
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$25.0K
284,284
-1%
减持
JKHY
HENRY JACK & ASSOC INC
-$20.0K
234,295
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$8.0K
985
-4%
减持
NEE
NEXTERA ENERGY INC
-$7.0K
5,200
-3%
清仓
IJR
ISHARES TR
-$6.0K
0
-100%
