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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 142 项
建仓 7
增持 22
减持 106
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$502.8M
490,502
清仓
—
BLACKROCK INC
-$490.0M
0
-100%
清仓
HAS
HASBRO INC
-$149.1M
0
-100%
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
CCI
CROWN CASTLE INC
-$114.0M
3,011,614
-8%
增持
BRKR
BRUKER CORP
+$83.5M
4,193,454
+78%
减持
JNJ
JOHNSON & JOHNSON
-$73.5M
1,843,089
-12%
减持
TXN
TEXAS INSTRS INC
-$63.7M
2,079,725
-5%
减持
KMX
CARMAX INC
-$57.6M
161,726
-82%
减持
LOW
LOWES COS INC
-$55.9M
1,461,838
-5%
增持
IWD
ISHARES TR
+$51.6M
290,119
+2478%
减持
PGR
PROGRESSIVE CORP
-$51.1M
1,873,532
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
-$49.6M
189,028
-31%
减持
MRK
MERCK & CO INC
-$48.8M
2,167,012
-7%
建仓
CACC
CREDIT ACCEP CORP MICH
+$48.1M
102,560
减持
NSC
NORFOLK SOUTHN CORP
-$44.9M
1,634,041
-5%
减持
ENTG
ENTEGRIS INC
-$43.6M
3,025,885
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$40.1M
6,107,437
-4%
增持
BALL
BALL CORP
+$39.7M
3,054,393
+61%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$39.3M
1,259,511
-5%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$39.3M
3,346,325
减持
NOC
NORTHROP GRUMMAN CORP
-$38.8M
423,255
-6%
增持
—
TE CONNECTIVITY PLC
+$37.9M
1,705,296
+25%
减持
SBUX
STARBUCKS CORP
-$37.8M
2,981,094
-6%
减持
APD
AIR PRODS & CHEMS INC
-$37.1M
1,602,644
-5%
减持
—
STERIS PLC
-$34.7M
900,439
-1%
减持
DEO
DIAGEO PLC
-$32.7M
1,123,030
-10%
增持
IVV
ISHARES TR
+$31.7M
70,292
+317%
减持
UNF
UNIFIRST CORP MASS
-$30.4M
979,987
-2%
建仓
ESI
ELEMENT SOLUTIONS INC
+$29.8M
1,171,829
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$29.2M
2,555,704
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$28.4M
1,229,677
-9%
减持
SCHW
SCHWAB CHARLES CORP
+$27.4M
4,561,103
-5%
减持
PFE
PFIZER INC
-$27.2M
109,608
-89%
减持
CMCSA
COMCAST CORP NEW
-$27.2M
3,069,386
-10%
减持
OTIS
OTIS WORLDWIDE CORP
-$26.8M
2,243,564
-1%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$26.3M
1,078,840
-1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$25.1M
2,798,807
-1%
减持
MSFT
MICROSOFT CORP
-$23.9M
751,885
-5%
减持
PM
PHILIP MORRIS INTL INC
-$22.8M
2,786,980
-6%
减持
CVX
CHEVRON CORP NEW
-$21.4M
1,680,188
-7%
减持
POOL
POOL CORP
-$20.5M
536,418
-1%
增持
D
DOMINION ENERGY INC
+$20.1M
3,689,154
+19%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$20.1M
1,792,525
-1%
减持
GOOG
ALPHABET INC
+$19.0M
973,143
-2%
减持
BRBR
BELLRING BRANDS INC
+$18.9M
1,323,750
-1%
减持
MC
MOELIS & CO
+$18.1M
3,668,831
-1%
减持
NEU
NEWMARKET CORP
-$17.6M
586,459
-1%
减持
AAPL
APPLE INC
+$17.5M
2,676,380
-4%
减持
CPRT
COPART INC
+$17.2M
3,672,692
-1%
减持
BF/B
BROWN FORMAN CORP
-$17.2M
1,459,854
-1%
增持
IJH
ISHARES TR
+$16.3M
412,932
+173%
减持
—
WHITE MTNS INS GROUP LTD
+$16.2M
69,268
-1%
清仓
—
PERRIGO CO PLC
-$15.9M
0
-100%
减持
APH
AMPHENOL CORP NEW
+$12.4M
3,179,547
-1%
减持
CSCO
CISCO SYS INC
+$11.2M
3,794,404
-5%
减持
FAST
FASTENAL CO
-$11.0M
2,803,542
-6%
减持
CBRE
CBRE GROUP INC
+$10.8M
1,768,411
-1%
减持
MO
ALTRIA GROUP INC
-$10.7M
4,241,747
-7%
减持
MTB
M & T BK CORP
+$10.5M
1,186,782
-1%
减持
V
VISA INC
+$10.4M
311,845
-3%
减持
RVLV
REVOLVE GROUP INC
+$9.9M
1,151,327
-1%
增持
IWB
ISHARES TR
+$9.4M
30,922
+1501%
减持
PLUS
EPLUS INC
-$7.8M
301,764
-1%
减持
FISV
FISERV INC
+$7.8M
397,864
-3%
减持
SGI
TEMPUR SEALY INTL INC
+$7.7M
4,314,954
-1%
增持
QLYS
QUALYS INC
+$7.1M
464,304
+3%
减持
CINF
CINCINNATI FINL CORP
+$6.7M
2,370,567
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$6.6M
345,942
-28%
减持
FR
FIRST INDL RLTY TR INC
-$6.4M
974,130
-1%
减持
DLTR
DOLLAR TREE INC
+$5.9M
1,967,350
-2%
减持
HD
HOME DEPOT INC
-$5.8M
220,503
-2%
减持
CHDN
CHURCHILL DOWNS INC
-$5.8M
2,233,324
-1%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$5.3M
1,023,697
-3%
减持
WAT
WATERS CORP
+$5.2M
616,371
-1%
减持
—
CHUBB LIMITED
-$5.0M
239,783
-3%
减持
POST
POST HLDGS INC
-$4.9M
2,340,065
-1%
减持
LSTR
LANDSTAR SYS INC
-$4.8M
247,663
-1%
减持
—
GATES INDL CORP PLC
+$4.5M
1,536,319
-0%
减持
ATR
APTARGROUP INC
-$4.5M
1,107,733
-1%
减持
LW
LAMB WESTON HLDGS INC
+$4.4M
2,685,618
-1%
清仓
ALB
ALBEMARLE CORP
-$4.3M
0
-100%
减持
MRTN
MARTEN TRANS LTD
-$4.2M
862,357
-14%
减持
VMC
VULCAN MATLS CO
+$4.2M
785,807
-1%
清仓
INVX
INNOVEX INTERNATIONAL INC
-$4.1M
0
-100%
增持
DV
DOUBLEVERIFY HLDGS INC
+$3.7M
942,698
+10%
减持
CWST
CASELLA WASTE SYS INC
+$3.6M
652,101
-1%
减持
TTC
TORO CO
-$3.5M
414,097
-2%
减持
PAYX
PAYCHEX INC
-$3.5M
1,647,917
-6%
减持
—
AXALTA COATING SYS LTD
-$3.3M
1,366,506
-1%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$3.3M
1,105,461
-0%
减持
GOLF
ACUSHNET HLDGS CORP
+$3.2M
460,405
-0%
减持
CTS
CTS CORP
+$2.5M
608,088
-1%
减持
VNT
VONTIER CORPORATION
+$2.5M
933,018
-0%
减持
THG
HANOVER INS GROUP INC
+$2.4M
469,647
-1%
减持
MATX
MATSON INC
-$2.3M
273,843
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.2M
249,392
-1%
增持
ENOV
ENOVIS CORPORATION
+$2.0M
468,799
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
4,477
+250%
减持
RSG
REPUBLIC SVCS INC
-$1.9M
339,994
-3%
减持
KO
COCA COLA CO
-$1.7M
178,848
-0%
减持
CERT
CERTARA INC
-$1.7M
1,422,539
-1%
减持
—
ALEXANDER & BALDWIN INC NEW
-$1.6M
888,246
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.6M
131,109
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.5M
484,065
-3%
减持
TGT
TARGET CORP
-$1.3M
31,657
-12%
减持
GHC
GRAHAM HLDGS CO
+$1.2M
27,234
-1%
减持
—
AERCAP HOLDINGS NV
+$1.1M
3,523,309
-1%
减持
JKHY
HENRY JACK & ASSOC INC
-$1.0M
263,796
-2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$994.1K
1,115,423
-1%
减持
MUSA
MURPHY USA INC
+$908.8K
205,867
-1%
建仓
IWR
ISHARES TR
+$886.8K
10,031
增持
NGVT
INGEVITY CORP
+$864.3K
378,731
+1%
减持
TREX
TREX CO INC
+$746.8K
424,278
-1%
减持
CNNE
CANNAE HLDGS INC
+$744.8K
1,667,227
-2%
减持
ACIW
ACI WORLDWIDE INC
+$669.9K
912,906
-1%
增持
MZTI
LANCASTER COLONY CORP
+$662.0K
450,493
+3%
减持
LII
LENNOX INTL INC
+$608.3K
385,356
-1%
增持
VXF
VANGUARD INDEX FDS
+$453.2K
2,832
+508%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$416.1K
53,886
-2%
减持
IWM
ISHARES TR
-$399.8K
44,132
-4%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$351.3K
0
-100%
减持
MTN
VAIL RESORTS INC
-$255.8K
142,261
-8%
增持
VB
VANGUARD INDEX FDS
+$233.3K
2,281
+72%
减持
VZ
VERIZON COMMUNICATIONS INC
-$215.9K
17,965
-14%
减持
CABO
CABLE ONE INC
-$212.9K
77,810
-4%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$205.1K
2,284
增持
VO
VANGUARD INDEX FDS
+$184.3K
725
+2585%
增持
HAE
HAEMONETICS CORP MASS
-$156.8K
281,738
+2%
减持
GD
GENERAL DYNAMICS CORP
-$121.7K
2,161
-6%
清仓
CSAN
COSAN S A
-$108.9K
0
-100%
增持
IWV
ISHARES TR
+$92.0K
283
+3438%
减持
AUB
ATLANTIC UN BANKSHARES CORP
+$81.2K
923,185
-0%
减持
FDX
FEDEX CORP
-$78.4K
226,802
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$46.3K
47,661
-7%
减持
TG
TREDEGAR CORP
+$44.7K
304,935
-3%
增持
SONY
SONY GROUP CORP
+$40.6K
22,000
+400%
减持
PSMT
PRICESMART INC
-$37.2K
208,003
-1%
建仓
IJR
ISHARES TR
+$34.0K
295
减持
BAC
BANK AMERICA CORP
+$32.4K
8,898
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$21.8K
1,121
-20%
增持
—
CRH PLC
+$18.6K
3,385
+7%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$13.0K
4,767
+4%
