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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 143 项
建仓 3
增持 78
减持 57
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
—
TE CONNECTIVITY PLC
+$205.9M
1,363,927
清仓
—
TE CONNECTIVITY LTD
-$121.1M
0
-100%
减持
KMX
CARMAX INC
-$108.8M
915,563
-63%
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
SGI
TEMPUR SEALY INTL INC
+$93.0M
4,338,225
+43%
建仓
—
CHUBB LIMITED
+$71.2M
246,897
减持
SCHW
SCHWAB CHARLES CORP
-$68.5M
4,785,158
-7%
增持
CBRE
CBRE GROUP INC
+$66.2M
1,778,520
+2%
减持
PGR
PROGRESSIVE CORP
+$64.0M
1,970,354
-6%
减持
CCI
CROWN CASTLE INC
+$62.6M
3,265,400
-2%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$61.1M
2,818,432
+3%
减持
—
BLACKROCK INC
+$57.7M
516,046
-6%
增持
ENTG
ENTEGRIS INC
-$56.4M
3,051,081
+3%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$55.9M
2,570,601
+2%
减持
LOW
LOWES COS INC
+$54.2M
1,538,591
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$50.2M
20,804
-98%
增持
WAT
WATERS CORP
+$49.8M
620,792
+4%
增持
LW
LAMB WESTON HLDGS INC
-$47.1M
2,704,776
+2%
增持
MC
MOELIS & CO
+$47.0M
3,692,882
+2%
减持
SBUX
STARBUCKS CORP
+$46.0M
3,178,434
-6%
减持
MRK
MERCK & CO INC
-$44.9M
2,328,342
-7%
增持
POOL
POOL CORP
+$41.2M
539,644
+2%
减持
APD
AIR PRODS & CHEMS INC
+$39.4M
1,685,727
-6%
减持
MSFT
MICROSOFT CORP
-$39.3M
791,988
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$39.1M
1,325,809
-6%
减持
PM
PHILIP MORRIS INTL INC
+$38.4M
2,950,353
-7%
减持
FIS
FIDELITY NATL INFORMATION SV
+$38.1M
6,369,020
-3%
减持
NSC
NORFOLK SOUTHN CORP
+$37.9M
1,723,798
-5%
减持
CVX
CHEVRON CORP NEW
-$36.3M
1,797,961
-7%
增持
MTB
M & T BK CORP
+$35.7M
1,193,575
+2%
增持
POST
POST HLDGS INC
+$35.5M
2,356,116
+3%
增持
UNF
UNIFIRST CORP MASS
+$34.7M
996,845
+5%
减持
CINF
CINCINNATI FINL CORP
+$33.8M
2,453,263
-3%
增持
LII
LENNOX INTL INC
+$31.2M
387,544
+2%
增持
HAS
HASBRO INC
+$31.1M
2,062,191
+2%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$29.4M
1,121,100
+3%
减持
AAPL
APPLE INC
+$27.7M
2,801,539
-6%
增持
NEU
NEWMARKET CORP
+$27.3M
593,355
+2%
减持
NOC
NORTHROP GRUMMAN CORP
+$27.3M
449,711
-7%
减持
CSCO
CISCO SYS INC
-$26.1M
4,010,263
-20%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$26.0M
1,090,491
+1%
增持
ATR
APTARGROUP INC
+$24.9M
1,114,154
+2%
增持
—
STERIS PLC
+$24.0M
906,169
+2%
增持
OTIS
OTIS WORLDWIDE CORP
+$21.8M
2,256,685
+2%
增持
BRKR
BRUKER CORP
+$21.0M
2,350,160
+6%
减持
GOOG
ALPHABET INC
-$18.3M
994,595
-1%
增持
—
AERCAP HOLDINGS NV
+$17.4M
3,547,822
+4%
增持
BALL
BALL CORP
+$17.3M
1,895,725
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$16.6M
1,345,917
-8%
减持
JNJ
JOHNSON & JOHNSON
+$16.2M
2,098,509
-5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$15.6M
55,125
-26%
减持
D
DOMINION ENERGY INC
+$15.5M
3,089,879
-7%
增持
THG
HANOVER INS GROUP INC
+$14.4M
473,950
+7%
减持
HD
HOME DEPOT INC
+$12.9M
225,983
-1%
减持
MO
ALTRIA GROUP INC
+$11.9M
4,555,616
-6%
减持
FISV
FISERV INC
+$11.6M
411,644
-2%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$11.6M
132,544
+9%
增持
FR
FIRST INDL RLTY TR INC
+$11.2M
985,803
+7%
减持
IVV
ISHARES TR
-$11.2M
16,861
-56%
增持
ACIW
ACI WORLDWIDE INC
+$10.9M
917,859
+1%
增持
MUSA
MURPHY USA INC
+$10.7M
207,732
+6%
增持
RVLV
REVOLVE GROUP INC
+$10.5M
1,157,708
+1%
减持
PAYX
PAYCHEX INC
+$10.4M
1,747,843
-8%
增持
BF/B
BROWN FORMAN CORP
+$10.4M
1,476,169
+2%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$10.2M
1,812,769
+2%
减持
FAST
FASTENAL CO
+$9.5M
2,976,484
-8%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$8.7M
252,218
+9%
增持
PLUS
EPLUS INC
+$7.9M
306,260
+2%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$7.5M
1,109,306
+1%
减持
FDX
FEDEX CORP
-$7.2M
233,428
-2%
减持
IJH
ISHARES TR
-$7.2M
151,518
-47%
减持
DEO
DIAGEO PLC
+$6.9M
1,250,144
-6%
增持
—
AXALTA COATING SYS LTD
+$6.7M
1,384,161
+9%
增持
JKHY
HENRY JACK & ASSOC INC
+$6.5M
267,853
+9%
增持
BRBR
BELLRING BRANDS INC
+$6.4M
1,331,221
+2%
增持
DLTR
DOLLAR TREE INC
-$6.1M
2,012,571
+46%
增持
REYN
REYNOLDS CONSUMER PRODS INC
+$5.8M
1,058,781
+9%
增持
DECK
DECKERS OUTDOOR CORP
+$5.5M
482,022
+554%
增持
VMC
VULCAN MATLS CO
+$5.5M
790,246
+2%
增持
CNNE
CANNAE HLDGS INC
+$5.5M
1,698,130
+14%
减持
IWB
ISHARES TR
-$5.4M
1,932
-90%
清仓
—
DRIL-QUIP INC
-$5.1M
0
-100%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$4.9M
926,176
+2%
建仓
INVX
INNOVEX INTERNATIONAL INC
+$4.1M
281,733
减持
DV
DOUBLEVERIFY HLDGS INC
-$3.8M
854,695
-9%
增持
VNT
VONTIER CORPORATION
-$3.8M
934,961
+1%
增持
CWST
CASELLA WASTE SYS INC
+$3.8M
657,501
+6%
减持
IWM
ISHARES TR
-$3.6M
45,957
-32%
增持
MATX
MATSON INC
+$3.6M
275,019
+1%
增持
GHC
GRAHAM HLDGS CO
+$3.6M
27,387
+1%
增持
MTN
VAIL RESORTS INC
+$3.4M
154,470
+18%
增持
—
GATES INDL CORP PLC
+$3.3M
1,542,306
+3%
减持
TXN
TEXAS INSTRS INC
-$2.9M
2,196,093
-6%
减持
NGVT
INGEVITY CORP
-$2.7M
373,565
-5%
增持
—
PERRIGO CO PLC
+$2.6M
606,356
+17%
减持
V
VISA INC
+$2.6M
320,465
-2%
增持
APH
AMPHENOL CORP NEW
-$2.6M
3,198,286
+2%
增持
CABO
CABLE ONE INC
+$2.5M
81,162
+11%
增持
CERT
CERTARA INC
-$2.5M
1,435,265
+3%
增持
QLYS
QUALYS INC
-$2.4M
451,705
+7%
增持
PSMT
PRICESMART INC
+$2.4M
209,291
+1%
增持
CPRT
COPART INC
-$2.3M
3,693,456
+2%
增持
—
WHITE MTNS INS GROUP LTD
-$2.3M
69,853
+5%
增持
—
ALEXANDER & BALDWIN INC NEW
+$2.2M
901,779
+2%
增持
—
LIBERTY MEDIA CORP DEL
+$2.2M
163,533
+0%
增持
TTC
TORO CO
-$2.0M
423,268
+2%
减持
RSG
REPUBLIC SVCS INC
+$1.9M
349,889
-1%
增持
CHDN
CHURCHILL DOWNS INC
+$1.7M
2,248,474
+4%
增持
LSTR
LANDSTAR SYS INC
+$1.6M
250,907
+1%
减持
HAE
HAEMONETICS CORP MASS
-$1.5M
275,627
-3%
减持
KO
COCA COLA CO
+$1.4M
178,955
-0%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.3M
498,758
-3%
减持
NKE
NIKE INC
-$1.3M
111,744
-25%
减持
LLY
ELI LILLY & CO
-$1.2M
23,799
-3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$1.0M
273,519
+1%
增持
CTS
CTS CORP
-$1.0M
611,433
+1%
增持
TG
TREDEGAR CORP
+$942.8K
315,122
+11%
增持
IWD
ISHARES TR
+$855.5K
11,252
+53%
减持
DE
DEERE & CO
+$633.5K
14,908
-0%
增持
TREX
TREX CO INC
-$570.3K
428,673
+9%
增持
GOLF
ACUSHNET HLDGS CORP
+$465.2K
462,688
+1%
增持
MZTI
LANCASTER COLONY CORP
-$456.1K
437,993
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$386.1K
51,206
-30%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$286.0K
22,180
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$248.3K
1,280
+43%
减持
TGT
TARGET CORP
+$247.1K
35,789
-1%
清仓
MBI
MBIA INC
-$244.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
+$212.8K
26,260
-0%
增持
MRTN
MARTEN TRANS LTD
-$212.5K
999,994
+3%
增持
—
ACCENTURE PLC IRELAND
+$140.5K
2,601
+1%
清仓
IJR
ISHARES TR
-$123.0K
0
-100%
减持
PFE
PFIZER INC
+$118.1K
1,039,070
-3%
增持
—
CRH PLC
+$88.6K
3,176
+16%
减持
VXF
VANGUARD INDEX FDS
-$79.5K
466
-52%
增持
WFC
WELLS FARGO CO NEW
-$71.9K
24,901
+0%
增持
ENOV
ENOVIS CORPORATION
-$68.5K
432,129
+5%
减持
CMCSA
COMCAST CORP NEW
-$53.9K
3,408,072
-6%
减持
BAC
BANK AMERICA CORP
-$46.7K
9,040
-11%
增持
VB
VANGUARD INDEX FDS
+$44.9K
1,327
+7%
减持
ALB
ALBEMARLE CORP
-$41.3K
45,564
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$32.8K
1,400
+16%
减持
GD
GENERAL DYNAMICS CORP
+$8.7K
2,287
-3%
清仓
IWR
ISHARES TR
-$6.8K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$3.5K
27
+80%
