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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 146 项
建仓 5
增持 50
减持 83
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$171.0M
1,074,621
减持
CPRT
COPART INC
-$87.0M
4,069,215
-39%
增持
NOC
NORTHROP GRUMMAN CORP
+$84.1M
533,868
+42%
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
ENTG
ENTEGRIS INC
+$77.2M
2,892,006
+1%
减持
—
BLACKROCK INC
+$76.8M
600,031
-5%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$71.2M
2,644,453
+1%
减持
CVX
CHEVRON CORP NEW
-$68.6M
2,070,271
-8%
增持
POOL
POOL CORP
+$65.2M
517,082
+31%
减持
PFE
PFIZER INC
-$63.5M
973,719
-65%
减持
SCHW
SCHWAB CHARLES CORP
+$58.9M
5,594,526
-6%
减持
NEU
NEWMARKET CORP
+$58.7M
661,633
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$51.3M
1,863,824
-6%
增持
—
AERCAP HOLDINGS NV
+$50.9M
4,165,651
+1%
增持
DLTR
DOLLAR TREE INC
+$50.5M
1,351,625
+2%
增持
IWD
ISHARES TR
+$46.3M
311,930
+810%
建仓
DAVA
ENDAVA PLC
+$45.5M
584,918
减持
MSFT
MICROSOFT CORP
+$42.8M
1,101,083
-6%
增持
LW
LAMB WESTON HLDGS INC
+$42.3M
2,620,635
+1%
减持
TGT
TARGET CORP
-$41.5M
61,142
-87%
增持
MC
MOELIS & CO
+$40.4M
3,468,178
+1%
减持
CSCO
CISCO SYS INC
-$38.1M
5,491,530
-6%
减持
APD
AIR PRODS & CHEMS INC
-$37.8M
1,210,520
-7%
增持
CBRE
CBRE GROUP INC
+$34.8M
1,696,882
+2%
增持
WAT
WATERS CORP
+$34.4M
586,665
+1%
减持
HAS
HASBRO INC
-$34.3M
2,210,900
-1%
增持
PM
PHILIP MORRIS INTL INC
+$34.2M
3,423,921
+10%
增持
BRBR
BELLRING BRANDS INC
+$33.8M
2,271,151
+2%
增持
CHDN
CHURCHILL DOWNS INC
+$33.4M
1,713,077
+1%
增持
VMC
VULCAN MATLS CO
+$31.0M
1,090,637
+2%
减持
MO
ALTRIA GROUP INC
-$29.9M
5,094,023
-9%
减持
PGR
PROGRESSIVE CORP
+$28.1M
2,308,231
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
+$27.2M
325,754
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$27.1M
1,731,415
+2%
减持
LII
LENNOX INTL INC
-$26.6M
371,480
-28%
减持
CCI
CROWN CASTLE INC
+$25.7M
1,791,205
-9%
减持
FAST
FASTENAL CO
+$25.5M
4,119,626
-7%
增持
APH
AMPHENOL CORP NEW
+$25.3M
1,528,445
+2%
减持
DEO
DIAGEO PLC
-$24.7M
1,452,945
-8%
减持
JNJ
JOHNSON & JOHNSON
-$24.2M
2,403,282
-7%
减持
ALB
ALBEMARLE CORP
-$23.2M
251,401
-28%
增持
OTIS
OTIS WORLDWIDE CORP
+$22.7M
2,156,548
+2%
清仓
HAYW
HAYWARD HLDGS INC
-$21.8M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.0M
1,529,356
-5%
减持
UNF
UNIFIRST CORP MASS
+$18.4M
936,981
-0%
增持
IWB
ISHARES TR
+$18.2M
75,400
+1045%
减持
UPS
UNITED PARCEL SERVICE INC
-$18.2M
1,606,613
-8%
增持
IVV
ISHARES TR
+$17.2M
77,478
+68%
减持
DECK
DECKERS OUTDOOR CORP
+$17.0M
121,228
-3%
建仓
PLUS
EPLUS INC
+$16.5M
206,361
减持
CMCSA
COMCAST CORP NEW
-$16.4M
4,028,199
-7%
建仓
RVLV
REVOLVE GROUP INC
+$16.3M
981,186
增持
BALL
BALL CORP
+$15.6M
1,809,296
+2%
增持
MTB
M & T BK CORP
+$14.7M
1,138,966
+2%
减持
AAPL
APPLE INC
+$14.5M
3,682,773
-9%
减持
TREX
TREX CO INC
+$13.8M
708,168
-3%
减持
KMX
CARMAX INC
+$13.7M
2,421,489
-0%
清仓
—
LIVANOVA PLC
-$11.0M
0
-100%
减持
D
DOMINION ENERGY INC
-$10.5M
3,376,346
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
+$10.3M
3,823,274
-7%
减持
V
VISA INC
+$9.3M
346,533
-2%
减持
PAYX
PAYCHEX INC
-$9.1M
2,085,044
-7%
减持
HD
HOME DEPOT INC
+$9.1M
247,124
-2%
减持
CINF
CINCINNATI FINL CORP
-$8.6M
2,658,948
-4%
增持
QLYS
QUALYS INC
+$8.4M
189,018
+0%
减持
FISV
FISERV INC
+$8.2M
448,269
-1%
减持
—
AXALTA COATING SYS LTD
+$8.0M
1,267,237
-3%
减持
RSG
REPUBLIC SVCS INC
+$7.9M
375,270
-1%
减持
GOOG
ALPHABET INC
+$7.8M
1,086,552
-1%
减持
CABO
CABLE ONE INC
-$7.5M
63,602
-9%
减持
FIS
FIDELITY NATL INFORMATION SV
+$7.0M
6,620,923
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$6.6M
230,878
-24%
增持
POST
POST HLDGS INC
+$6.6M
2,235,943
+1%
增持
MATX
MATSON INC
+$6.5M
304,929
+0%
增持
CWST
CASELLA WASTE SYS INC
+$5.7M
573,671
+1%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$5.5M
683,684
+1%
减持
MUSA
MURPHY USA INC
-$5.1M
186,059
-11%
增持
THG
HANOVER INS GROUP INC
+$5.0M
419,367
+1%
增持
IWM
ISHARES TR
+$5.0M
76,601
+31%
增持
IJH
ISHARES TR
+$4.8M
56,071
+30%
增持
ACIW
ACI WORLDWIDE INC
+$4.6M
550,713
+2%
减持
MTN
VAIL RESORTS INC
-$4.6M
129,678
-11%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$4.4M
116,025
+1%
增持
GOLF
ACUSHNET HLDGS CORP
+$4.2M
398,489
+1%
减持
FDX
FEDEX CORP
-$3.9M
254,762
-1%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$3.9M
800,572
+5%
增持
LSTR
LANDSTAR SYS INC
+$3.8M
216,915
+0%
减持
MRK
MERCK & CO INC
-$3.8M
2,725,948
-7%
减持
FR
FIRST INDL RLTY TR INC
+$3.6M
889,157
-2%
增持
—
STERIS PLC
+$3.4M
875,594
+2%
减持
SBUX
STARBUCKS CORP
-$3.3M
3,781,031
-6%
增持
VNT
VONTIER CORPORATION
+$3.1M
807,974
+1%
增持
—
MASONITE INTL CORP
-$2.7M
334,161
+0%
减持
GHC
GRAHAM HLDGS CO
+$2.7M
23,361
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$2.5M
78,731
-1%
减持
LOW
LOWES COS INC
+$2.5M
1,795,404
-6%
减持
SGI
TEMPUR SEALY INTL INC
-$2.2M
917,223
-19%
减持
—
DRIL-QUIP INC
-$2.2M
239,840
-13%
减持
MBI
MBIA INC
-$2.0M
1,501,389
-3%
减持
NKE
NIKE INC
+$1.9M
148,060
-0%
减持
JKHY
HENRY JACK & ASSOC INC
+$1.9M
242,833
-3%
减持
—
ALEXANDER & BALDWIN INC NEW
+$1.7M
764,049
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
5,204
+150%
减持
TXN
TEXAS INSTRS INC
+$1.4M
2,555,378
-6%
增持
MBUU
MALIBU BOATS INC
+$1.4M
218,793
+1%
减持
ENOV
ENOVIS CORPORATION
-$1.3M
304,268
-13%
增持
CTS
CTS CORP
+$1.2M
525,645
+1%
减持
—
WHITE MTNS INS GROUP LTD
-$1.0M
63,143
-2%
减持
LLY
ELI LILLY & CO
+$975.9K
25,313
-1%
减持
REYN
REYNOLDS CONSUMER PRODS INC
+$924.5K
933,953
-1%
减持
MZTI
LANCASTER COLONY CORP
-$905.5K
388,145
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$760.8K
80,476
-4%
减持
MRTN
MARTEN TRANS LTD
-$743.3K
550,666
-12%
增持
ATR
APTARGROUP INC
+$725.8K
1,064,071
+2%
减持
HAE
HAEMONETICS CORP MASS
-$642.7K
157,512
-0%
增持
NGVT
INGEVITY CORP
+$634.1K
333,516
+5%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$534.9K
769,176
+1%
减持
CHD
CHURCH & DWIGHT CO INC
+$428.0K
558,599
-2%
清仓
NTR
NUTRIEN LTD
-$427.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$422.6K
13,988
-10%
增持
BF/B
BROWN FORMAN CORP
+$395.7K
1,409,285
+2%
增持
IWR
ISHARES TR
+$357.7K
4,606
+115050%
减持
DE
DEERE & CO
+$335.5K
14,985
-0%
清仓
NEE
NEXTERA ENERGY INC
-$297.9K
0
-100%
清仓
AMGN
AMGEN INC
-$268.8K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$251.2K
51,245
-8%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$250.4K
2,456,179
+2%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$237.0K
0
-100%
减持
—
PERRIGO CO PLC
-$233.3K
2,791,074
-1%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$229.8K
0
-100%
减持
KO
COCA COLA CO
-$214.4K
185,107
-7%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$190.4K
22,321
-1%
减持
—
ACCENTURE PLC IRELAND
-$185.5K
2,567
-27%
减持
PSMT
PRICESMART INC
+$165.8K
177,947
-1%
增持
VXF
VANGUARD INDEX FDS
+$163.8K
1,021
+3421%
减持
DUK
DUKE ENERGY CORP NEW
+$155.1K
19,251
-1%
减持
GD
GENERAL DYNAMICS CORP
-$122.2K
2,352
-29%
减持
BAC
BANK AMERICA CORP
+$64.9K
10,346
-0%
清仓
BDN
BRANDYWINE RLTY TR
-$58.4K
0
-100%
减持
GLW
CORNING INC
-$48.3K
282,999
-0%
减持
CNNE
CANNAE HLDGS INC
-$41.0K
1,224,649
-5%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$37.0K
67,593
-7%
减持
TG
TREDEGAR CORP
-$20.8K
234,509
-2%
增持
IJR
ISHARES TR
+$19.3K
289
+128%
建仓
VO
VANGUARD INDEX FDS
+$9.0K
39
减持
VB
VANGUARD INDEX FDS
-$3.9K
1,009
-13%
增持
IWV
ISHARES TR
+$1.0K
6
+100%
