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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 141 项
建仓 8
增持 39
减持 87
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PGR
PROGRESSIVE CORP
-$178.9M
2,498,392
-30%
增持
SCHW
SCHWAB CHARLES CORP
+$163.7M
6,070,778
+76%
减持
AAPL
APPLE INC
+$113.6M
4,424,699
-2%
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
ENTG
ENTEGRIS INC
+$69.5M
2,850,681
-5%
增持
ALB
ALBEMARLE CORP
+$65.8M
295,843
+26795%
减持
TGT
TARGET CORP
-$61.8M
1,632,028
-2%
建仓
RSG
REPUBLIC SVCS INC
+$58.5M
381,950
减持
MSFT
MICROSOFT CORP
+$54.6M
1,204,858
-2%
减持
CCI
CROWN CASTLE INC
-$49.2M
2,043,755
-3%
减持
CINF
CINCINNATI FINL CORP
-$48.8M
2,572,662
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$46.7M
5,631,910
-15%
减持
VMC
VULCAN MATLS CO
+$45.7M
1,060,485
-6%
减持
LOW
LOWES COS INC
+$41.2M
1,971,661
-2%
减持
KMX
CARMAX INC
+$40.2M
2,432,088
-4%
清仓
—
RITCHIE BROS AUCTIONEERS
-$39.5M
0
-100%
减持
LII
LENNOX INTL INC
+$38.3M
648,713
-6%
减持
PFE
PFIZER INC
-$37.1M
7,277,116
-2%
减持
CPRT
COPART INC
+$37.1M
3,288,301
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$36.4M
79,223
-40%
减持
UPS
UNITED PARCEL SERVICE INC
-$35.9M
1,808,663
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
+$34.0M
328,216
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.9M
1,644,610
-4%
减持
SBUX
STARBUCKS CORP
-$31.1M
4,143,048
-2%
减持
TXN
TEXAS INSTRS INC
-$30.0M
2,816,845
-2%
清仓
—
EVOQUA WATER TECHNOLOGIES CO
-$29.9M
0
-100%
建仓
RBA
RB GLOBAL INC
+$28.3M
471,118
减持
SWKS
SKYWORKS SOLUTIONS INC
-$25.6M
1,675,610
-6%
减持
D
DOMINION ENERGY INC
-$24.0M
3,981,493
-3%
减持
UNF
UNIFIRST CORP MASS
-$23.8M
949,215
-2%
减持
CVX
CHEVRON CORP NEW
-$22.2M
2,311,588
-2%
减持
DEO
DIAGEO PLC
-$20.2M
1,652,741
-2%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$20.0M
2,387,778
-6%
建仓
CWST
CASELLA WASTE SYS INC
+$19.7M
217,701
减持
NEU
NEWMARKET CORP
+$19.5M
662,887
-2%
减持
MRK
MERCK & CO INC
+$19.2M
3,032,169
-2%
减持
JNJ
JOHNSON & JOHNSON
+$18.7M
2,643,775
-2%
减持
MC
MOELIS & CO
+$18.4M
3,421,642
-4%
减持
HAS
HASBRO INC
+$18.3M
2,203,769
-5%
增持
CABO
CABLE ONE INC
+$17.8M
52,199
+122%
减持
—
STERIS PLC
+$17.7M
848,843
-6%
减持
GOOG
ALPHABET INC
+$17.2M
1,118,378
-1%
减持
—
AERCAP HOLDINGS NV
+$17.1M
3,912,643
-5%
减持
POST
POST HLDGS INC
-$17.0M
2,215,776
-5%
减持
FAST
FASTENAL CO
+$16.8M
4,583,468
-2%
减持
LW
LAMB WESTON HLDGS INC
+$16.0M
2,699,404
-4%
减持
NSC
NORFOLK SOUTHN CORP
+$15.4M
1,399,700
-2%
减持
CSCO
CISCO SYS INC
-$14.3M
6,071,118
-3%
建仓
MRTN
MARTEN TRANS LTD
+$13.5M
630,151
增持
TREX
TREX CO INC
+$13.4M
755,627
+2%
减持
PAYX
PAYCHEX INC
-$13.1M
2,320,523
-2%
增持
MUSA
MURPHY USA INC
+$12.8M
213,314
+3%
减持
CMCSA
COMCAST CORP NEW
+$12.8M
4,516,053
-2%
减持
DLTR
DOLLAR TREE INC
-$12.1M
1,299,083
-6%
减持
IVV
ISHARES TR
-$11.8M
36,162
-47%
减持
—
PERRIGO CO PLC
-$11.7M
2,788,229
-6%
减持
DECK
DECKERS OUTDOOR CORP
+$11.6M
153,202
-1%
减持
ATR
APTARGROUP INC
-$9.8M
1,037,332
-6%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$9.5M
753,074
-5%
增持
CHDN
CHURCHILL DOWNS INC
+$9.2M
1,787,461
+92%
减持
IJH
ISHARES TR
-$7.6M
9,956
-76%
减持
APD
AIR PRODS & CHEMS INC
+$6.6M
1,346,204
-3%
增持
ENOV
ENOVIS CORPORATION
+$6.6M
351,583
+18%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$6.3M
312,956
+1%
增持
THG
HANOVER INS GROUP INC
-$5.9M
423,817
+1%
减持
NGVT
INGEVITY CORP
-$5.8M
316,915
-7%
减持
CBRE
CBRE GROUP INC
+$5.7M
1,643,177
-6%
增持
JKHY
HENRY JACK & ASSOC INC
+$5.5M
260,144
+3%
增持
MATX
MATSON INC
+$5.5M
299,493
+0%
减持
CHD
CHURCH & DWIGHT CO INC
+$5.4M
581,058
-3%
减持
IWB
ISHARES TR
-$4.4M
4,289
-82%
减持
FISV
FISERV INC
+$4.2M
463,636
-3%
减持
POOL
POOL CORP
+$4.2M
392,270
-6%
减持
PM
PHILIP MORRIS INTL INC
-$4.1M
2,043,482
-2%
增持
—
MASONITE INTL CORP
+$4.1M
329,208
+1%
增持
VNT
VONTIER CORPORATION
+$4.0M
793,851
+1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$4.0M
4,436,296
+1%
减持
IWM
ISHARES TR
-$3.7M
30,653
-42%
减持
MTB
M & T BK CORP
-$3.5M
907,475
-6%
增持
—
AXALTA COATING SYS LTD
+$3.5M
1,352,437
+0%
减持
FDX
FEDEX CORP
+$3.4M
262,343
-3%
增持
CTS
CTS CORP
-$3.3M
517,358
+1%
增持
IWD
ISHARES TR
+$3.3M
24,795
+482%
增持
LSTR
LANDSTAR SYS INC
+$3.0M
212,206
+0%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$2.9M
578,933
-0%
减持
APH
AMPHENOL CORP NEW
-$2.9M
1,485,356
-6%
减持
MO
ALTRIA GROUP INC
-$2.7M
5,791,975
-2%
增持
—
LIVANOVA PLC
+$2.6M
204,687
+13%
减持
BF/B
BROWN FORMAN CORP
-$2.5M
1,366,652
-6%
减持
—
BLACK KNIGHT INC
-$2.4M
3,623,779
-5%
增持
GLDD
GREAT LAKES DREDGE & DOCK CO
+$2.1M
642,744
+10%
增持
HAYW
HAYWARD HLDGS INC
+$1.9M
1,598,175
+1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$1.9M
2,577,805
-4%
减持
HD
HOME DEPOT INC
+$1.9M
255,108
-3%
减持
V
VISA INC
+$1.8M
356,329
-3%
增持
ACIW
ACI WORLDWIDE INC
-$1.8M
500,135
+1%
减持
NKE
NIKE INC
-$1.7M
134,766
-1%
增持
GOLF
ACUSHNET HLDGS CORP
+$1.6M
391,888
+1%
增持
CNNE
CANNAE HLDGS INC
+$1.5M
1,336,256
+6%
增持
REYN
REYNOLDS CONSUMER PRODS INC
+$1.5M
1,033,070
+3%
减持
—
DRIL-QUIP INC
-$1.5M
268,475
-0%
减持
—
BLACKROCK INC
+$1.4M
652,661
-3%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.4M
2,096,451
-6%
增持
MBUU
MALIBU BOATS INC
+$1.1M
251,317
+4%
减持
MBI
MBIA INC
-$1.1M
1,563,384
-1%
增持
—
WHITE MTNS INS GROUP LTD
+$1.1M
65,301
+0%
减持
BALL
BALL CORP
-$1.1M
1,752,346
-6%
减持
BRBR
BELLRING BRANDS INC
+$1.0M
2,208,597
-6%
增持
SGI
TEMPUR SEALY INTL INC
+$997.6K
1,113,074
+1%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$798.0K
787,389
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$608.4K
105,912
-1%
减持
TG
TREDEGAR CORP
-$589.8K
233,529
-1%
增持
PSMT
PRICESMART INC
+$579.4K
177,094
+1%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$558.0K
623,424
+40%
清仓
GOOGL
ALPHABET INC
-$529.0K
0
-100%
减持
KO
COCA COLA CO
-$498.8K
189,606
-1%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$468.9K
19,518
-1%
增持
HAE
HAEMONETICS CORP MASS
+$453.7K
155,820
+1%
增持
GHC
GRAHAM HLDGS CO
-$436.9K
23,129
+1%
减持
CSX
CSX CORP
+$409.3K
105,934
-1%
增持
FR
FIRST INDL RLTY TR INC
-$354.5K
924,430
+0%
建仓
IWR
ISHARES TR
+$328.6K
4,500
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$300.6K
5,300
清仓
VB
VANGUARD INDEX FDS
-$271.6K
0
-100%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$253.3K
2,780
减持
WFC
WELLS FARGO CO NEW
+$229.2K
55,582
-3%
减持
BAC
BANK AMERICA CORP
-$229.1K
25,783
-24%
减持
DE
DEERE & CO
-$213.8K
14,493
-2%
清仓
SON
SONOCO PRODS CO
-$201.3K
0
-100%
增持
GLW
CORNING INC
+$188.8K
279,056
+3%
减持
GATX
GATX CORP
+$160.6K
9,982
-2%
增持
—
ALEXANDER & BALDWIN INC NEW
-$138.4K
764,517
+1%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$111.3K
259,005
+7%
减持
GD
GENERAL DYNAMICS CORP
-$98.1K
3,317
-7%
清仓
VXF
VANGUARD INDEX FDS
-$77.1K
0
-100%
增持
MZTI
LANCASTER COLONY CORP
+$75.5K
408,265
+1%
减持
AMGN
AMGEN INC
-$56.5K
1,000
-13%
减持
—
ACCENTURE PLC IRELAND
-$36.9K
3,537
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$31.9K
1,950
-11%
增持
QLYS
QUALYS INC
+$26.5K
185,609
+1%
建仓
IWV
ISHARES TR
+$8.4K
33
清仓
VO
VANGUARD INDEX FDS
-$1.7K
0
-100%
