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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 65
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NEU
NEWMARKET CORP
-$126.4M
582,171
-13%
建仓
—
TE CONNECTIVITY LTD
+$121.1M
804,698
减持
VZ
VERIZON COMMUNICATIONS INC
-$108.7M
1,240,382
-67%
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
FAST
FASTENAL CO
-$102.7M
3,232,347
-18%
增持
SGI
TEMPUR SEALY INTL INC
+$94.3M
3,038,958
+248%
减持
AAPL
APPLE INC
+$89.0M
2,967,711
-5%
增持
CHDN
CHURCHILL DOWNS INC
+$88.4M
2,165,566
+25%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$86.0M
1,079,138
-14%
减持
LOW
LOWES COS INC
-$80.9M
1,644,339
-6%
增持
NSC
NORFOLK SOUTHN CORP
-$72.1M
1,818,696
+0%
减持
SBUX
STARBUCKS CORP
-$71.0M
3,389,093
-8%
减持
LW
LAMB WESTON HLDGS INC
-$60.6M
2,642,310
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$52.4M
1,403,882
-5%
减持
—
BLACKROCK INC
-$51.7M
549,003
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
-$50.4M
269,836
-16%
清仓
—
MASONITE INTL CORP
-$50.3M
0
-100%
增持
POOL
POOL CORP
-$48.4M
527,481
+1%
减持
VMC
VULCAN MATLS CO
-$46.6M
773,817
-12%
减持
JNJ
JOHNSON & JOHNSON
-$45.6M
2,216,085
-5%
增持
APD
AIR PRODS & CHEMS INC
+$43.0M
1,792,484
+4%
减持
DEO
DIAGEO PLC
-$42.7M
1,337,010
-6%
减持
CPRT
COPART INC
-$41.9M
3,616,433
-12%
减持
ALB
ALBEMARLE CORP
-$40.9M
45,610
-87%
减持
CCI
CROWN CASTLE INC
-$37.2M
3,324,203
-3%
减持
MRK
MERCK & CO INC
-$36.7M
2,498,092
-5%
减持
NOC
NORTHROP GRUMMAN CORP
-$35.9M
482,112
-6%
增持
DLTR
DOLLAR TREE INC
-$34.4M
1,382,807
+1%
减持
KMX
CARMAX INC
-$34.0M
2,449,403
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$32.6M
1,461,837
-7%
增持
APH
AMPHENOL CORP NEW
+$32.5M
3,131,765
+102%
增持
QLYS
QUALYS INC
+$32.0M
424,074
+149%
增持
WAT
WATERS CORP
-$30.4M
598,323
+1%
增持
BRKR
BRUKER CORP
-$29.4M
2,213,770
+22%
减持
CMCSA
COMCAST CORP NEW
-$27.3M
3,636,594
-7%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$26.8M
2,731,813
+1%
减持
CSCO
CISCO SYS INC
-$26.8M
5,042,154
-6%
减持
PGR
PROGRESSIVE CORP
-$25.7M
2,098,880
-6%
减持
CINF
CINCINNATI FINL CORP
-$25.4M
2,541,707
-3%
减持
GOOG
ALPHABET INC
+$25.1M
1,006,223
-4%
减持
TREX
TREX CO INC
-$25.0M
392,759
-28%
建仓
—
GATES INDL CORP PLC
+$23.7M
1,501,067
减持
TXN
TEXAS INSTRS INC
+$23.4M
2,346,886
-6%
减持
PAYX
PAYCHEX INC
-$22.6M
1,890,550
-6%
减持
CVX
CHEVRON CORP NEW
-$20.5M
1,924,836
-6%
清仓
DAVA
ENDAVA PLC
-$20.5M
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$20.2M
1,088,292
+1%
增持
LII
LENNOX INTL INC
+$19.8M
379,452
+1%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$18.2M
935,894
减持
—
AERCAP HOLDINGS NV
+$18.0M
3,418,585
-1%
减持
PM
PHILIP MORRIS INTL INC
+$17.0M
3,156,228
-5%
增持
ACIW
ACI WORLDWIDE INC
+$14.9M
905,828
+44%
减持
SCHW
SCHWAB CHARLES CORP
-$14.7M
5,137,860
-6%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$13.3M
706,163
减持
HD
HOME DEPOT INC
-$13.1M
228,470
-4%
增持
GLW
CORNING INC
+$12.9M
538,017
+121%
增持
BALL
BALL CORP
-$12.1M
1,856,462
+1%
增持
CBRE
CBRE GROUP INC
-$12.1M
1,741,505
+1%
增持
BF/B
BROWN FORMAN CORP
-$11.4M
1,441,864
+1%
增持
ENTG
ENTEGRIS INC
-$11.0M
2,952,102
+1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
-$10.7M
2,517,242
+1%
清仓
MBUU
MALIBU BOATS INC
-$10.7M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$10.7M
73,688
-15%
减持
HAS
HASBRO INC
-$10.3M
2,018,476
-11%
增持
MUSA
MURPHY USA INC
+$10.2M
195,297
+0%
增持
IJH
ISHARES TR
+$10.1M
284,253
+163%
减持
MBI
MBIA INC
-$10.0M
44,441
-97%
减持
CERT
CERTARA INC
-$9.8M
1,395,579
-14%
减持
V
VISA INC
-$9.4M
325,721
-4%
增持
MTB
M & T BK CORP
+$9.1M
1,168,676
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$8.6M
74,898
-4%
减持
D
DOMINION ENERGY INC
-$8.5M
3,327,828
-5%
增持
HAE
HAEMONETICS CORP MASS
+$8.3M
285,500
+59%
减持
FISV
FISERV INC
-$8.3M
418,261
-5%
减持
MTN
VAIL RESORTS INC
-$7.8M
130,643
-7%
增持
MZTI
LANCASTER COLONY CORP
-$7.6M
411,666
+0%
增持
IWM
ISHARES TR
+$7.0M
68,000
+110%
增持
ENOV
ENOVIS CORPORATION
-$6.8M
413,089
+1%
增持
VNT
VONTIER CORPORATION
-$6.4M
925,644
+0%
增持
RVLV
REVOLVE GROUP INC
-$5.9M
1,141,241
+0%
增持
MRTN
MARTEN TRANS LTD
+$5.9M
970,861
+49%
增持
IWB
ISHARES TR
+$5.8M
20,167
+2761%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$5.8M
1,094,949
+19%
增持
NVDA
NVIDIA CORPORATION
+$5.3M
159,200
+900%
增持
MATX
MATSON INC
+$5.3M
271,799
+1%
减持
THG
HANOVER INS GROUP INC
-$5.0M
444,921
-0%
减持
FR
FIRST INDL RLTY TR INC
-$4.8M
925,362
-0%
减持
FIS
FIDELITY NATL INFORMATION SV
-$4.6M
6,572,011
-2%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.5M
516,461
-7%
减持
—
PERRIGO CO PLC
-$4.1M
516,186
-4%
增持
CABO
CABLE ONE INC
-$4.1M
73,027
+3%
增持
—
STERIS PLC
-$4.0M
891,928
+0%
增持
OTIS
OTIS WORLDWIDE CORP
-$4.0M
2,209,771
+1%
增持
CNNE
CANNAE HLDGS INC
-$3.8M
1,483,337
+7%
增持
PLUS
EPLUS INC
+$3.4M
301,565
+26%
增持
POST
POST HLDGS INC
-$2.8M
2,277,523
+1%
减持
UNF
UNIFIRST CORP MASS
-$2.8M
952,262
-1%
增持
MC
MOELIS & CO
+$2.7M
3,622,548
+1%
减持
LLY
ELI LILLY & CO
+$2.6M
24,605
-3%
增持
CTS
CTS CORP
+$2.5M
604,389
+1%
减持
IVV
ISHARES TR
-$2.3M
38,272
-13%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$2.3M
911,585
+16%
减持
RSG
REPUBLIC SVCS INC
-$2.2M
351,975
-5%
减持
—
DRIL-QUIP INC
-$2.0M
271,606
-13%
增持
JKHY
HENRY JACK & ASSOC INC
-$1.9M
245,419
+0%
增持
LSTR
LANDSTAR SYS INC
-$1.8M
248,127
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.7M
231,222
+0%
增持
GHC
GRAHAM HLDGS CO
-$1.6M
27,089
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
73,092
-13%
增持
BRBR
BELLRING BRANDS INC
-$1.5M
1,303,311
+1%
增持
NGVT
INGEVITY CORP
-$1.4M
393,959
+1%
增持
ATR
APTARGROUP INC
-$1.4M
1,090,992
+1%
增持
TTC
TORO CO
+$1.4M
414,088
+2%
减持
PFE
PFIZER INC
-$1.3M
1,070,499
-5%
减持
—
WHITE MTNS INS GROUP LTD
+$1.3M
66,456
-0%
减持
TGT
TARGET CORP
-$1.1M
36,011
-1%
减持
FDX
FEDEX CORP
-$1.0M
237,069
-5%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$992.1K
121,449
+0%
增持
GOLF
ACUSHNET HLDGS CORP
-$958.5K
457,327
+1%
增持
—
ALEXANDER & BALDWIN INC NEW
+$893.9K
888,409
+3%
增持
—
LIBERTY MEDIA CORP DEL
-$855.9K
163,059
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$780.8K
893
-63%
增持
IWD
ISHARES TR
+$775.9K
7,337
+161%
减持
MO
ALTRIA GROUP INC
-$746.9K
4,843,674
-5%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$678.3K
1,775,729
+1%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$590.2K
969,531
-0%
减持
DE
DEERE & CO
-$566.9K
14,956
-0%
增持
CWST
CASELLA WASTE SYS INC
+$554.1K
621,144
+1%
增持
PSMT
PRICESMART INC
-$481.9K
206,907
+1%
增持
TG
TREDEGAR CORP
-$457.2K
282,765
+2%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
-$279.3K
22,255
+0%
增持
—
AXALTA COATING SYS LTD
-$270.1K
1,269,557
+0%
建仓
VB
VANGUARD INDEX FDS
+$269.8K
1,237
减持
MSFT
MICROSOFT CORP
+$267.5K
850,337
-6%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$246.1K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$210.3K
1,210
清仓
COP
CONOCOPHILLIPS
-$206.3K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$164.3K
973
减持
DUK
DUKE ENERGY CORP NEW
-$161.8K
16,961
-12%
减持
MDLZ
MONDELEZ INTL INC
-$131.0K
26,310
-1%
增持
IJR
ISHARES TR
+$122.9K
1,153
减持
KO
COCA COLA CO
+$117.2K
179,747
-3%
减持
HSY
HERSHEY CO
-$77.5K
6,808
-0%
减持
UDR
UDR INC
+$53.1K
16,873
-2%
减持
SCI
SERVICE CORP INTL
-$32.6K
5,661
-3%
减持
WFC
WELLS FARGO CO NEW
+$24.5K
24,896
-1%
增持
—
CRH PLC
-$20.3K
2,746
+5%
减持
BAC
BANK AMERICA CORP
+$13.1K
10,193
-1%
建仓
IWR
ISHARES TR
+$6.8K
83
建仓
VO
VANGUARD INDEX FDS
+$3.7K
15
增持
IWV
ISHARES TR
+$2.5K
8
