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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 135 项
建仓 9
增持 23
减持 96
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
ALLEGHANY CORP MD
-$214.5M
0
-100%
清仓
—
CITRIX SYS INC
-$149.1M
0
-100%
建仓
POOL
POOL CORP
+$127.7M
422,310
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。
增持
APD
AIR PRODS & CHEMS INC
+$108.1M
1,417,316
+0%
减持
—
BLACKROCK INC
+$107.0M
687,506
-0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$86.5M
4,433,123
+56%
增持
SBUX
STARBUCKS CORP
+$82.8M
4,288,949
+5%
增持
MRK
MERCK & CO INC
+$80.5M
3,207,359
+0%
增持
CVX
CHEVRON CORP NEW
+$73.4M
1,992,385
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.8M
1,737,864
-0%
减持
—
AERCAP HOLDINGS NV
+$65.9M
4,153,618
-0%
增持
PFE
PFIZER INC
+$57.4M
7,650,909
+0%
减持
ENTG
ENTEGRIS INC
-$54.9M
3,021,382
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$51.9M
1,454,719
-1%
减持
D
DOMINION ENERGY INC
-$51.2M
4,030,950
-7%
减持
PGR
PROGRESSIVE CORP
+$49.0M
3,661,086
-0%
减持
CSCO
CISCO SYS INC
+$48.6M
6,448,440
-0%
清仓
META
META PLATFORMS INC
-$44.6M
0
-100%
减持
AAPL
APPLE INC
-$44.2M
4,567,058
-1%
增持
PM
PHILIP MORRIS INTL INC
+$40.3M
2,157,084
+1%
减持
LW
LAMB WESTON HLDGS INC
+$38.6M
3,569,088
-1%
增持
JNJ
JOHNSON & JOHNSON
+$37.7M
2,777,084
+0%
增持
IWD
ISHARES TR
+$36.5M
372,421
+153%
增持
UNF
UNIFIRST CORP MASS
+$35.2M
982,276
+7%
减持
CINF
CINCINNATI FINL CORP
+$34.1M
2,722,116
-0%
减持
MTB
M & T BK CORP
-$33.0M
977,377
-1%
减持
OTIS
OTIS WORLDWIDE CORP
+$30.5M
2,245,609
-1%
减持
MO
ALTRIA GROUP INC
+$30.5M
6,042,466
-1%
减持
TXN
TEXAS INSTRS INC
+$29.9M
2,954,224
-0%
建仓
TREX
TREX CO INC
+$29.8M
704,520
增持
CMCSA
COMCAST CORP NEW
+$27.4M
4,538,413
+1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$26.0M
795,863
-1%
增持
MC
MOELIS & CO
+$25.7M
3,602,196
+8%
增持
CPRT
COPART INC
+$24.5M
3,523,357
+97%
减持
CCI
CROWN CASTLE INC
-$23.0M
2,125,684
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$22.8M
1,898,236
-0%
减持
LOW
LOWES COS INC
+$22.3M
2,064,570
-0%
减持
CHDN
CHURCHILL DOWNS INC
+$22.1M
938,291
-2%
减持
KMX
CARMAX INC
-$20.0M
2,547,761
-4%
减持
HAS
HASBRO INC
-$19.4M
2,330,959
-3%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$18.9M
2,558,154
-1%
减持
MZTI
LANCASTER COLONY CORP
+$18.1M
407,896
-2%
减持
VMC
VULCAN MATLS CO
+$17.2M
1,136,364
-1%
增持
BALL
BALL CORP
+$16.9M
1,888,255
+15%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$16.6M
2,715,688
+6%
减持
POST
POST HLDGS INC
+$16.6M
2,344,296
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$16.5M
134,113
-2%
减持
GOOG
ALPHABET INC
-$16.3M
1,133,860
-7%
减持
—
STERIS PLC
+$16.1M
912,229
-0%
减持
ATR
APTARGROUP INC
+$15.1M
1,106,777
-1%
增持
DEO
DIAGEO PLC
+$15.0M
1,736,886
+0%
减持
—
BLACK KNIGHT INC
-$13.6M
2,512,264
-4%
减持
APH
AMPHENOL CORP NEW
+$13.1M
1,592,110
-1%
减持
DECK
DECKERS OUTDOOR CORP
+$12.2M
153,993
-2%
增持
—
IAA INC
+$11.8M
1,344,165
+2%
减持
BRBR
BELLRING BRANDS INC
+$11.2M
2,364,601
-1%
增持
IWB
ISHARES TR
+$10.7M
58,379
+629%
减持
SGI
TEMPUR SEALY INTL INC
+$10.6M
1,121,189
-3%
减持
HD
HOME DEPOT INC
+$9.4M
266,622
-2%
减持
V
VISA INC
+$9.4M
372,242
-3%
减持
LII
LENNOX INTL INC
+$9.4M
694,757
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$9.0M
994,137
-3%
减持
MSFT
MICROSOFT CORP
+$8.5M
1,260,226
-0%
增持
PAYX
PAYCHEX INC
+$8.3M
2,441,766
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$8.1M
1,800,311
-2%
减持
—
PERRIGO CO PLC
-$8.0M
2,927,011
-3%
增持
IJH
ISHARES TR
+$7.5M
77,937
+50%
增持
IVV
ISHARES TR
+$6.9M
95,195
+15%
减持
FAST
FASTENAL CO
+$6.1M
4,812,628
-0%
减持
QLYS
QUALYS INC
-$6.0M
185,940
-4%
增持
IWM
ISHARES TR
+$6.0M
46,063
+271%
减持
—
AXALTA COATING SYS LTD
+$5.6M
1,356,025
-1%
减持
MBI
MBIA INC
+$5.6M
1,591,089
-1%
减持
—
WHITE MTNS INS GROUP LTD
+$5.1M
65,730
-3%
减持
NKE
NIKE INC
+$5.1M
151,688
-1%
减持
CABO
CABLE ONE INC
-$4.5M
22,603
-6%
减持
DLTR
DOLLAR TREE INC
+$4.5M
1,401,478
-2%
减持
REYN
REYNOLDS CONSUMER PRODS INC
+$4.1M
1,038,241
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$3.8M
277,504
-2%
减持
BAC
BANK AMERICA CORP
-$3.6M
34,182
-78%
减持
TGT
TARGET CORP
-$3.6M
1,701,613
-2%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$3.4M
611,861
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
+$3.4M
330,073
-2%
减持
LSTR
LANDSTAR SYS INC
+$3.0M
214,731
-3%
减持
NGVT
INGEVITY CORP
+$2.7M
344,866
-3%
减持
BF/B
BROWN FORMAN CORP
-$2.7M
1,469,979
-1%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$2.3M
170,824
-3%
减持
GOLF
ACUSHNET HLDGS CORP
-$2.3M
361,189
-11%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$2.3M
744,260
-4%
减持
JKHY
HENRY JACK & ASSOC INC
-$2.3M
230,320
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
8,038
+251%
减持
FR
FIRST INDL RLTY TR INC
+$2.2M
933,973
-2%
减持
NEU
NEWMARKET CORP
+$1.9M
676,173
-2%
减持
CTS
CTS CORP
-$1.9M
520,507
-3%
减持
—
MASONITE INTL CORP
+$1.8M
322,716
-5%
减持
—
DRIL-QUIP INC
+$1.8M
265,734
-4%
减持
CNNE
CANNAE HLDGS INC
-$1.8M
1,277,248
-6%
减持
VNT
VONTIER CORPORATION
+$1.7M
800,781
-3%
减持
THG
HANOVER INS GROUP INC
+$1.7M
441,694
-2%
减持
AUB
ATLANTIC UN BANKSHARES CORP
+$1.6M
447,654
-4%
减持
KO
COCA COLA CO
+$1.5M
206,436
-0%
减持
DE
DEERE & CO
+$1.5M
18,972
-4%
减持
FDX
FEDEX CORP
+$1.3M
269,275
-12%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$1.2M
574,963
-3%
减持
—
ALEXANDER & BALDWIN INC NEW
+$1.1M
766,776
-4%
减持
GHC
GRAHAM HLDGS CO
+$1.1M
23,222
-3%
减持
FISV
FISERV INC
+$1.0M
473,697
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$854.1K
6,531,499
-3%
清仓
RGR
STURM RUGER & CO INC
-$796.0K
0
-100%
减持
INTC
INTEL CORP
-$766.5K
56,506
-36%
清仓
TRC
TEJON RANCH CO
-$766.0K
0
-100%
清仓
—
MANNING & NAPIER INC
-$637.0K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$616.7K
4,642
减持
LLY
LILLY ELI & CO
+$559.4K
25,526
-6%
减持
IWR
ISHARES TR
-$370.9K
8,526
-44%
减持
HAYW
HAYWARD HLDGS INC
+$345.0K
1,471,700
-3%
减持
CHD
CHURCH & DWIGHT CO INC
-$333.3K
624,348
-12%
减持
MBUU
MALIBU BOATS INC
+$332.1K
236,324
-8%
减持
MATX
MATSON INC
-$312.1K
301,966
-3%
减持
MDLZ
MONDELEZ INTL INC
+$287.7K
28,562
-3%
建仓
VB
VANGUARD INDEX FDS
+$261.4K
1,424
减持
ACIW
ACI WORLDWIDE INC
-$241.8K
482,834
-11%
减持
HAE
HAEMONETICS CORP MASS
+$234.6K
155,341
-4%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$211.0K
0
-100%
减持
MUSA
MURPHY USA INC
-$208.1K
72,390
-3%
建仓
PKG
PACKAGING CORP AMER
+$207.2K
1,620
建仓
SON
SONOCO PRODS CO
+$200.3K
3,300
建仓
IJR
ISHARES TR
+$143.4K
1,515
减持
—
LIVANOVA PLC
+$136.0K
196,705
-7%
减持
PSMT
PRICESMART INC
+$109.9K
176,504
-4%
减持
—
STORE CAP CORP
-$96.1K
7,836,522
-2%
建仓
IWV
ISHARES TR
+$63.6K
288
减持
WFC
WELLS FARGO CO NEW
+$51.8K
51,558
-0%
减持
TG
TREDEGAR CORP
-$29.3K
246,549
-9%
建仓
VO
VANGUARD INDEX FDS
+$21.4K
105
