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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 138 项
建仓 7
增持 67
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
BLACK KNIGHT INC
-$216.4M
0
-100%
减持
PFE
PFIZER INC
-$175.4M
2,758,430
-62%
建仓
NOC
NORTHROP GRUMMAN CORP
+$165.8M
376,624
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
TGT
TARGET CORP
-$165.0M
454,404
-72%
减持
AAPL
APPLE INC
-$163.8M
4,056,409
-8%
建仓
WAT
WATERS CORP
+$158.7M
578,836
增持
FIS
FIDELITY NATL INFORMATION SV
+$148.1M
7,069,492
+59%
增持
PM
PHILIP MORRIS INTL INC
+$88.5M
3,110,353
+52%
减持
VZ
VERIZON COMMUNICATIONS INC
-$75.6M
4,130,844
-27%
减持
TXN
TEXAS INSTRS INC
-$72.9M
2,730,673
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$71.9M
1,976,871
+41%
减持
LW
LAMB WESTON HLDGS INC
-$69.3M
2,606,518
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$53.4M
1,737,300
-4%
减持
CCI
CROWN CASTLE INC
-$52.2M
1,963,219
-4%
减持
CHDN
CHURCHILL DOWNS INC
-$51.0M
1,703,986
-5%
减持
DEO
DIAGEO PLC
-$50.4M
1,584,250
-4%
减持
MRK
MERCK & CO INC
-$48.9M
2,923,412
-4%
减持
LOW
LOWES COS INC
-$47.9M
1,910,418
-3%
增持
ENTG
ENTEGRIS INC
-$46.6M
2,867,758
+1%
增持
DLTR
DOLLAR TREE INC
-$44.9M
1,329,052
+2%
减持
SBUX
STARBUCKS CORP
-$44.1M
4,013,994
-3%
减持
—
BLACKROCK INC
-$40.8M
634,604
-3%
减持
MSFT
MICROSOFT CORP
-$39.0M
1,175,845
-2%
减持
D
DOMINION ENERGY INC
-$37.0M
3,787,146
-5%
减持
JNJ
JOHNSON & JOHNSON
-$36.7M
2,573,955
-3%
增持
NEU
NEWMARKET CORP
+$35.9M
664,683
+0%
减持
APD
AIR PRODS & CHEMS INC
-$34.0M
1,302,863
-3%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$33.9M
763,321
+1%
增持
CINF
CINCINNATI FINL CORP
+$33.3M
2,773,076
+8%
建仓
MTN
VAIL RESORTS INC
+$32.3M
145,479
增持
KMX
CARMAX INC
-$31.5M
2,433,143
+0%
增持
MTB
M & T BK CORP
+$29.1M
1,118,296
+23%
减持
FAST
FASTENAL CO
-$29.1M
4,416,514
-4%
清仓
RBA
RB GLOBAL INC
-$28.3M
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$27.3M
115,418
减持
MO
ALTRIA GROUP INC
-$27.0M
5,598,466
-3%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$26.0M
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$23.6M
567,747
+161%
增持
VMC
VULCAN MATLS CO
-$22.5M
1,072,033
+1%
减持
LII
LENNOX INTL INC
-$18.7M
515,021
-21%
减持
SCHW
SCHWAB CHARLES CORP
-$18.1M
5,937,232
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$17.9M
1,699,771
+1%
减持
DECK
DECKERS OUTDOOR CORP
-$16.8M
124,539
-19%
减持
MZTI
LANCASTER COLONY CORP
-$16.6M
396,831
-3%
增持
OTIS
OTIS WORLDWIDE CORP
-$16.4M
2,119,368
+1%
增持
MLM
MARTIN MARIETTA MATLS INC
-$16.2M
329,626
+0%
减持
CVX
CHEVRON CORP NEW
+$13.7M
2,238,301
-3%
增持
BALL
BALL CORP
-$13.6M
1,776,273
+1%
增持
CPRT
COPART INC
-$13.5M
6,647,085
+102%
增持
BRBR
BELLRING BRANDS INC
+$11.2M
2,232,366
+1%
增持
BF/B
BROWN FORMAN CORP
-$11.2M
1,388,014
+2%
增持
ATR
APTARGROUP INC
+$10.6M
1,046,183
+1%
增持
—
AERCAP HOLDINGS NV
+$10.2M
4,128,103
+6%
减持
GOOG
ALPHABET INC
+$10.1M
1,102,467
-1%
增持
CBRE
CBRE GROUP INC
-$9.5M
1,667,302
+1%
减持
—
AXALTA COATING SYS LTD
-$9.4M
1,301,920
-4%
减持
PGR
PROGRESSIVE CORP
+$8.8M
2,437,504
-2%
增持
CABO
CABLE ONE INC
+$8.6M
69,619
+33%
增持
IJH
ISHARES TR
+$8.2M
43,224
+334%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$7.8M
2,414,094
+1%
减持
FISV
FISERV INC
-$7.1M
454,789
-2%
增持
ALB
ALBEMARLE CORP
-$6.4M
350,247
+18%
增持
POOL
POOL CORP
-$6.0M
395,867
+1%
减持
UNF
UNIFIRST CORP MASS
+$5.9M
938,527
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$5.8M
571,790
-2%
减持
JKHY
HENRY JACK & ASSOC INC
-$5.7M
250,164
-4%
减持
FR
FIRST INDL RLTY TR INC
-$5.4M
908,250
-2%
减持
CMCSA
COMCAST CORP NEW
+$5.4M
4,353,712
-4%
减持
—
WHITE MTNS INS GROUP LTD
+$5.3M
64,210
-2%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$5.0M
941,974
-9%
减持
MUSA
MURPHY USA INC
+$5.0M
208,927
-2%
增持
QLYS
QUALYS INC
+$4.7M
188,185
+1%
减持
TREX
TREX CO INC
-$4.7M
727,900
-4%
增持
IWM
ISHARES TR
+$4.6M
58,646
+91%
增持
—
PERRIGO CO PLC
-$4.6M
2,818,468
+1%
减持
RSG
REPUBLIC SVCS INC
-$4.5M
379,063
-1%
增持
HAS
HASBRO INC
+$4.5M
2,225,403
+1%
增持
SGI
TEMPUR SEALY INTL INC
+$4.3M
1,129,161
+1%
减持
ENOV
ENOVIS CORPORATION
-$4.2M
348,249
-1%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$4.1M
72,712
-72%
减持
MBUU
MALIBU BOATS INC
-$4.1M
217,053
-14%
减持
V
VISA INC
-$3.7M
351,856
-1%
增持
MATX
MATSON INC
+$3.7M
303,948
+1%
增持
IVV
ISHARES TR
+$3.7M
46,043
+27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
1,611,303
-2%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$3.4M
79,521
+0%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$3.3M
677,922
+9%
减持
FDX
FEDEX CORP
+$3.3M
258,036
-2%
增持
NGVT
INGEVITY CORP
-$3.3M
317,465
+0%
减持
CNNE
CANNAE HLDGS INC
-$3.1M
1,284,009
-4%
增持
LLY
ELI LILLY & CO
+$2.8M
25,654
+9%
增持
—
MASONITE INTL CORP
-$2.7M
332,697
+1%
减持
HD
HOME DEPOT INC
-$2.7M
253,313
-1%
增持
LSTR
LANDSTAR SYS INC
-$2.6M
215,977
+2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.3M
302,441
-3%
减持
MBI
MBIA INC
-$2.3M
1,553,740
-1%
减持
PAYX
PAYCHEX INC
-$2.1M
2,232,288
-4%
减持
THG
HANOVER INS GROUP INC
-$2.0M
413,367
-2%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$2.0M
765,765
-3%
增持
—
STERIS PLC
-$1.9M
861,628
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
84,252
-20%
增持
POST
POST HLDGS INC
-$1.7M
2,219,413
+0%
增持
—
DRIL-QUIP INC
+$1.5M
274,538
+2%
减持
CSCO
CISCO SYS INC
+$1.4M
5,869,797
-3%
增持
—
ALEXANDER & BALDWIN INC NEW
-$1.4M
767,611
+0%
增持
IWD
ISHARES TR
+$1.3M
34,273
+38%
减持
MRTN
MARTEN TRANS LTD
-$1.3M
623,859
-1%
减持
HAYW
HAYWARD HLDGS INC
+$1.2M
1,544,725
-3%
增持
GLW
CORNING INC
-$1.1M
284,399
+2%
减持
MC
MOELIS & CO
-$879.7K
3,418,072
-0%
增持
HAE
HAEMONETICS CORP MASS
+$845.1K
157,530
+1%
增持
VNT
VONTIER CORPORATION
-$742.6K
802,955
+1%
增持
NKE
NIKE INC
-$696.6K
148,269
+10%
增持
ACIW
ACI WORLDWIDE INC
+$635.8K
541,842
+8%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
+$520.9K
22,586
+16%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$516.8K
2,622,900
+2%
增持
IWB
ISHARES TR
+$501.3K
6,584
+54%
减持
BAC
BANK AMERICA CORP
-$456.2K
10,353
-60%
增持
—
LIVANOVA PLC
+$448.7K
207,560
+1%
增持
GOLF
ACUSHNET HLDGS CORP
-$419.5K
396,096
+1%
增持
GHC
GRAHAM HLDGS CO
+$402.2K
23,362
+1%
减持
IWR
ISHARES TR
-$328.4K
4
-100%
增持
KO
COCA COLA CO
-$295.4K
198,691
+5%
增持
PCAR
PACCAR INC
+$285.9K
11,992
+37%
增持
TG
TREDEGAR CORP
-$268.2K
238,348
+2%
增持
CTS
CTS CORP
-$231.2K
522,850
+1%
建仓
VB
VANGUARD INDEX FDS
+$219.2K
1,159
增持
DE
DEERE & CO
-$215.9K
14,989
+3%
增持
PSMT
PRICESMART INC
+$203.5K
178,948
+1%
减持
MDLZ
MONDELEZ INTL INC
-$97.6K
26,468
-0%
增持
GATX
GATX CORP
+$68.5K
12,438
+25%
增持
SCI
SERVICE CORP INTL
+$50.5K
5,866
+33%
增持
BRKR
BRUKER CORP
+$37.5K
5,472
+33%
增持
SPY
SPDR S&P 500 ETF TR
+$26.7K
2,084
+7%
建仓
IJR
ISHARES TR
+$12.0K
127
减持
IWV
ISHARES TR
-$7.7K
3
-91%
增持
APH
AMPHENOL CORP NEW
-$5.2K
1,502,272
+1%
建仓
VXF
VANGUARD INDEX FDS
+$4.1K
29
