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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 141 项
建仓 4
增持 32
减持 98
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
STORE CAP CORP
-$251.2M
0
-100%
减持
AAPL
APPLE INC
+$151.2M
4,515,621
-1%
建仓
CBRE
CBRE GROUP INC
+$126.9M
1,743,130
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
SCHW
SCHWAB CHARLES CORP
+$97.7M
3,444,712
+247%
减持
PFE
PFIZER INC
-$88.0M
7,452,317
-3%
减持
JNJ
JOHNSON & JOHNSON
-$71.7M
2,702,344
-3%
增持
—
BLACK KNIGHT INC
+$63.7M
3,802,034
+51%
减持
FIS
FIDELITY NATL INFORMATION SV
-$62.1M
4,393,422
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$56.5M
1,424,505
-2%
减持
IWD
ISHARES TR
-$55.8M
4,258
-99%
清仓
—
IAA INC
-$53.8M
0
-100%
减持
MSFT
MICROSOFT CORP
+$53.5M
1,233,921
-2%
减持
TXN
TEXAS INSTRS INC
+$49.0M
2,887,508
-2%
减持
CPRT
COPART INC
+$48.3M
3,494,739
-1%
减持
ENTG
ENTEGRIS INC
+$48.2M
3,004,067
-1%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$47.0M
1,789,236
-1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$43.1M
789,126
-1%
减持
CHDN
CHURCHILL DOWNS INC
+$41.2M
932,151
-1%
减持
APD
AIR PRODS & CHEMS INC
-$40.2M
1,381,074
-3%
建仓
—
RITCHIE BROS AUCTIONEERS
+$39.5M
702,377
减持
—
BLACKROCK INC
-$37.5M
672,002
-2%
增持
NEU
NEWMARKET CORP
+$36.7M
676,916
+0%
减持
PGR
PROGRESSIVE CORP
+$34.7M
3,562,002
-3%
增持
MUSA
MURPHY USA INC
+$33.3M
207,566
+187%
减持
UPS
UNITED PARCEL SERVICE INC
+$30.1M
1,856,098
-2%
增持
CVX
CHEVRON CORP NEW
+$28.3M
2,365,092
+19%
减持
MTB
M & T BK CORP
-$25.9M
968,834
-1%
减持
FAST
FASTENAL CO
+$25.8M
4,700,844
-2%
减持
MRK
MERCK & CO INC
-$25.2M
3,108,024
-3%
减持
LW
LAMB WESTON HLDGS INC
-$24.7M
2,815,455
-21%
减持
TGT
TARGET CORP
+$23.5M
1,673,056
-2%
减持
CSCO
CISCO SYS INC
+$21.2M
6,282,973
-3%
减持
CINF
CINCINNATI FINL CORP
+$20.5M
2,669,538
-2%
减持
BRBR
BELLRING BRANDS INC
+$19.2M
2,346,844
-1%
减持
UNF
UNIFIRST CORP MASS
-$18.6M
970,105
-1%
减持
HAS
HASBRO INC
-$17.8M
2,317,223
-1%
增持
GOOG
ALPHABET INC
+$17.5M
1,135,315
+0%
增持
D
DOMINION ENERGY INC
-$17.0M
4,117,068
+2%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$16.8M
19,628
-89%
增持
CMCSA
COMCAST CORP NEW
+$16.1M
4,612,089
+2%
减持
SBUX
STARBUCKS CORP
+$16.0M
4,239,712
-1%
建仓
ENOV
ENOVIS CORPORATION
+$16.0M
298,879
减持
POOL
POOL CORP
+$15.1M
416,842
-1%
增持
FDX
FEDEX CORP
+$15.0M
269,874
+0%
减持
PM
PHILIP MORRIS INTL INC
-$14.7M
2,093,339
-3%
减持
OTIS
OTIS WORLDWIDE CORP
+$12.2M
2,227,691
-1%
减持
MO
ALTRIA GROUP INC
-$11.2M
5,940,005
-2%
减持
—
AERCAP HOLDINGS NV
-$10.8M
4,115,588
-1%
减持
PAYX
PAYCHEX INC
-$9.5M
2,379,511
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.9M
1,709,871
-2%
减持
IVV
ISHARES TR
-$8.7M
67,826
-29%
减持
IJH
ISHARES TR
-$8.7M
40,650
-48%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$8.4M
2,537,268
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$8.3M
310,636
+12%
减持
ATR
APTARGROUP INC
+$8.3M
1,099,700
-1%
减持
KMX
CARMAX INC
+$8.2M
2,541,100
-0%
减持
APH
AMPHENOL CORP NEW
+$7.8M
1,579,269
-1%
增持
DECK
DECKERS OUTDOOR CORP
+$7.8M
154,110
+0%
减持
LOW
LOWES COS INC
-$7.6M
2,019,111
-2%
减持
LII
LENNOX INTL INC
+$7.0M
689,312
-1%
减持
HD
HOME DEPOT INC
-$6.9M
262,123
-2%
减持
IWB
ISHARES TR
-$6.8M
24,223
-59%
增持
—
PERRIGO CO PLC
+$6.6M
2,964,606
+1%
减持
BALL
BALL CORP
+$6.5M
1,870,888
-1%
增持
FISV
FISERV INC
+$6.4M
480,017
+1%
减持
—
AXALTA COATING SYS LTD
+$6.3M
1,348,552
-1%
增持
TREX
TREX CO INC
+$6.3M
741,775
+5%
减持
CCI
CROWN CASTLE INC
-$6.2M
2,107,588
-1%
减持
VNT
VONTIER CORPORATION
+$6.1M
788,431
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
+$6.0M
331,009
+0%
减持
THG
HANOVER INS GROUP INC
-$5.9M
418,896
-5%
减持
MBI
MBIA INC
-$5.8M
1,579,061
-1%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$5.8M
579,456
+1%
减持
VMC
VULCAN MATLS CO
-$5.6M
1,126,948
-1%
减持
—
EVOQUA WATER TECHNOLOGIES CO
+$5.6M
600,805
-2%
减持
V
VISA INC
+$5.5M
367,287
-1%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$5.3M
242,950
减持
SGI
TEMPUR SEALY INTL INC
+$5.1M
1,104,161
-2%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$5.0M
2,684,707
-1%
减持
CTS
CTS CORP
+$4.9M
513,491
-1%
减持
—
STERIS PLC
+$4.8M
905,874
-1%
增持
HAYW
HAYWARD HLDGS INC
+$4.8M
1,587,514
+8%
增持
GOLF
ACUSHNET HLDGS CORP
+$4.5M
389,093
+8%
减持
FR
FIRST INDL RLTY TR INC
+$3.9M
921,362
-1%
增持
—
MASONITE INTL CORP
+$3.6M
326,788
+1%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$3.4M
1,006,456
-3%
减持
—
WHITE MTNS INS GROUP LTD
-$3.4M
65,034
-1%
减持
QLYS
QUALYS INC
+$3.1M
184,192
-1%
减持
—
LIVANOVA PLC
-$3.0M
181,650
-8%
减持
LSTR
LANDSTAR SYS INC
+$2.9M
211,332
-2%
减持
BF/B
BROWN FORMAN CORP
-$2.8M
1,458,345
-1%
减持
DEO
DIAGEO PLC
-$2.6M
1,693,718
-2%
减持
POST
POST HLDGS INC
-$2.6M
2,325,602
-1%
减持
CHD
CHURCH & DWIGHT CO INC
+$2.6M
598,192
-4%
增持
JKHY
HENRY JACK & ASSOC INC
-$2.4M
252,025
+9%
增持
ACIW
ACI WORLDWIDE INC
+$2.2M
494,837
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$2.2M
2,188
-73%
增持
GLW
CORNING INC
+$2.1M
271,806
+15%
减持
DE
DEERE & CO
-$2.0M
14,741
-22%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$1.9M
777,992
+5%
减持
PSMT
PRICESMART INC
+$1.8M
175,380
-1%
减持
MZTI
LANCASTER COLONY CORP
+$1.5M
404,290
-1%
减持
MC
MOELIS & CO
-$1.5M
3,556,059
-1%
清仓
INTC
INTEL CORP
-$1.5M
0
-100%
增持
IWM
ISHARES TR
+$1.4M
52,904
+15%
增持
GLDD
GREAT LAKES DREDGE & DOCK CO
+$1.3M
584,424
+83%
减持
LLY
LILLY ELI & CO
-$1.3M
23,486
-8%
减持
KO
COCA COLA CO
-$1.2M
192,114
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
6,587,210
+1%
减持
NKE
NIKE INC
-$1.1M
135,531
-11%
减持
MATX
MATSON INC
-$1.1M
298,026
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.1M
132,047
-2%
增持
MBUU
MALIBU BOATS INC
+$998.8K
240,830
+2%
减持
CNNE
CANNAE HLDGS INC
-$896.1K
1,262,590
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$705.4K
106,499
-5%
减持
HAE
HAEMONETICS CORP MASS
+$595.2K
154,836
-0%
清仓
IWR
ISHARES TR
-$575.1K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$539.6K
550
-88%
增持
—
DRIL-QUIP INC
+$488.5K
268,683
+1%
增持
CABO
CABLE ONE INC
+$409.4K
23,503
+4%
减持
GHC
GRAHAM HLDGS CO
-$376.0K
22,917
-1%
减持
TG
TREDEGAR CORP
-$372.3K
235,204
-5%
减持
DLTR
DOLLAR TREE INC
+$338.5K
1,383,236
-1%
清仓
ENR
ENERGIZER HLDGS INC NEW
-$328.9K
0
-100%
减持
BAC
BANK AMERICA CORP
-$163.3K
33,874
-1%
减持
HSY
HERSHEY CO
+$149.4K
6,833
-0%
清仓
IJR
ISHARES TR
-$143.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$141.2K
19,409
-1%
减持
CSX
CSX CORP
-$137.6K
106,983
-1%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$110.7K
445,644
-0%
清仓
IWV
ISHARES TR
-$63.6K
0
-100%
增持
PCAR
PACCAR INC
+$63.3K
8,771
+50%
减持
MDLZ
MONDELEZ INTL INC
-$54.6K
26,521
-7%
减持
NGVT
INGEVITY CORP
-$40.3K
339,095
-2%
减持
GATX
GATX CORP
-$24.1K
10,221
-5%
减持
SCI
SERVICE CORP INTL
-$23.9K
4,408
-7%
减持
VO
VANGUARD INDEX FDS
-$19.7K
8
-92%
减持
—
ALEXANDER & BALDWIN INC NEW
-$18.6K
758,494
-1%
减持
UDR
UDR INC
-$16.0K
18,522
-8%
增持
WFC
WELLS FARGO CO NEW
+$14.2K
57,331
+11%
增持
VB
VANGUARD INDEX FDS
+$10.3K
1,433
+1%
