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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 146 项
建仓 8
增持 30
减持 106
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MRK
MERCK & CO INC
-$214.2M
14,842
-99%
建仓
ALLY
ALLY FINL INC
+$184.0M
5,045,796
增持
GLW
CORNING INC
+$182.9M
4,553,526
+746%
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。
清仓
BRBR
BELLRING BRANDS INC
-$99.7M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$92.7M
2,697,088
-3%
减持
AAPL
APPLE INC
-$92.3M
2,601,848
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$81.8M
1,225,497
-3%
减持
APH
AMPHENOL CORP NEW
-$81.2M
2,129,022
-33%
减持
BLK
BLACKROCK INC
-$73.8M
453,280
-8%
减持
BRKR
BRUKER CORP
-$73.1M
4,138,969
-1%
减持
HD
HOME DEPOT INC
-$66.9M
51,471
-77%
减持
PGR
PROGRESSIVE CORP
+$66.8M
1,822,405
-3%
减持
CBRE
CBRE GROUP INC
-$65.1M
1,277,702
-28%
减持
MC
MOELIS & CO
-$64.3M
3,543,210
-3%
减持
CHDN
CHURCHILL DOWNS INC
-$58.5M
2,158,776
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$52.7M
5,899,477
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$47.9M
1,717,946
-4%
减持
IWD
ISHARES TR
-$45.5M
43,719
-85%
减持
LW
LAMB WESTON HLDGS INC
-$44.8M
2,526,447
-6%
减持
MSFT
MICROSOFT CORP
-$44.3M
726,320
-3%
增持
CCI
CROWN CASTLE INC
+$42.9M
3,034,244
+1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$41.6M
2,451,905
-4%
增持
JNJ
JOHNSON & JOHNSON
+$41.6M
1,858,038
+1%
减持
GOOG
ALPHABET INC
-$34.5M
965,293
-1%
增持
ENTG
ENTEGRIS INC
+$33.6M
3,810,076
+26%
减持
CVX
CHEVRON CORP NEW
+$32.8M
1,650,808
-2%
减持
DECK
DECKERS OUTDOOR CORP
-$31.9M
342,834
-1%
减持
LOW
LOWES COS INC
-$30.9M
1,414,469
-3%
减持
DEO
DIAGEO PLC
-$29.9M
1,077,157
-4%
建仓
ATKR
ATKORE INC
+$27.4M
457,406
减持
LII
LENNOX INTL INC
-$27.4M
369,783
-4%
减持
TXN
TEXAS INSTRS INC
-$27.2M
2,018,714
-3%
减持
VMC
VULCAN MATLS CO
-$26.2M
753,905
-4%
减持
MO
ALTRIA GROUP INC
+$26.0M
4,128,864
-3%
建仓
SAIA
SAIA INC
+$24.3M
69,500
减持
IVV
ISHARES TR
-$22.5M
33,536
-52%
减持
UPS
UNITED PARCEL SERVICE INC
-$21.6M
1,213,848
-1%
减持
MTB
M & T BK CORP
-$19.6M
1,138,583
-4%
减持
CABO
CABLE ONE INC
-$19.5M
32,781
-58%
减持
POOL
POOL CORP
-$19.1M
514,608
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$18.9M
1,070,102
-4%
减持
CNNE
CANNAE HLDGS INC
-$18.8M
780,410
-53%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$18.3M
3,779,785
-12%
减持
ATR
APTARGROUP INC
-$16.3M
1,062,987
-4%
减持
BALL
BALL CORP
-$16.1M
2,925,296
-4%
减持
SBUX
STARBUCKS CORP
+$15.8M
2,934,738
-2%
减持
NEU
NEWMARKET CORP
+$15.8M
574,827
-2%
减持
OTIS
OTIS WORLDWIDE CORP
+$14.4M
2,153,047
-4%
减持
PAYX
PAYCHEX INC
+$14.2M
1,589,519
-4%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$14.0M
129,668
-1%
增持
D
DOMINION ENERGY INC
+$14.0M
3,793,254
+3%
减持
RVLV
REVOLVE GROUP INC
-$13.9M
1,148,482
-0%
减持
RSG
REPUBLIC SVCS INC
+$12.9M
335,593
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$12.7M
53,437
-1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$12.5M
2,719,044
-3%
减持
—
AERCAP HOLDINGS NV
+$12.0M
3,417,307
-3%
减持
NOC
NORTHROP GRUMMAN CORP
+$11.4M
410,293
-3%
减持
CPRT
COPART INC
-$11.4M
3,524,015
-4%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$10.9M
3,143,832
-6%
减持
—
STERIS PLC
+$10.9M
864,582
-4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$9.9M
191,629
-23%
减持
V
VISA INC
+$9.7M
308,916
-1%
减持
IWB
ISHARES TR
-$9.2M
2,421
-92%
减持
FDX
FEDEX CORP
-$9.2M
224,123
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$9.1M
4,428,386
-3%
减持
THG
HANOVER INS GROUP INC
+$9.0M
469,362
-0%
减持
WAT
WATERS CORP
-$8.5M
597,348
-3%
减持
FAST
FASTENAL CO
+$8.4M
2,708,458
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$8.4M
186,723
-1%
减持
BF/B
BROWN FORMAN CORP
-$8.0M
1,399,152
-4%
减持
DV
DOUBLEVERIFY HLDGS INC
-$7.3M
810,821
-14%
减持
CTS
CTS CORP
-$6.9M
606,025
-0%
增持
MUSA
MURPHY USA INC
-$6.5M
206,012
+0%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$6.4M
917,847
-1%
减持
DLTR
DOLLAR TREE INC
-$6.2M
1,881,179
-4%
增持
QLYS
QUALYS INC
-$6.2M
467,975
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$5.8M
1,594,873
-2%
减持
LSTR
LANDSTAR SYS INC
-$5.4M
247,476
-0%
减持
IJH
ISHARES TR
-$5.4M
349,141
-15%
减持
FISV
FISERV INC
+$5.3M
394,226
-1%
减持
—
CHUBB LIMITED
+$5.3M
236,974
-1%
增持
CACC
CREDIT ACCEP CORP MICH
+$5.1M
103,120
+1%
减持
APD
AIR PRODS & CHEMS INC
-$4.8M
1,559,770
-3%
减持
TREX
TREX CO INC
-$4.7M
422,864
-0%
减持
PLUS
EPLUS INC
-$4.6M
289,565
-4%
减持
HAE
HAEMONETICS CORP MASS
-$4.5M
275,820
-2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$4.4M
1,176,799
+9%
减持
POST
POST HLDGS INC
-$4.3M
2,264,498
-3%
增持
NGVT
INGEVITY CORP
+$4.0M
491,078
+30%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$3.9M
993,778
-3%
增持
FR
FIRST INDL RLTY TR INC
+$3.9M
976,611
+0%
增持
CWST
CASELLA WASTE SYS INC
+$3.7M
652,143
+0%
减持
CINF
CINCINNATI FINL CORP
-$3.5M
2,282,144
-4%
减持
VNT
VONTIER CORPORATION
-$3.4M
931,093
-0%
减持
—
GATES INDL CORP PLC
-$3.3M
1,535,885
-0%
减持
TGT
TARGET CORP
-$3.3M
9,822
-69%
减持
—
TE CONNECTIVITY PLC
-$3.2M
1,702,293
-0%
减持
CMCSA
COMCAST CORP NEW
-$3.0M
3,039,652
-1%
增持
MTN
VAIL RESORTS INC
-$3.0M
147,803
+4%
增持
—
LIBERTY MEDIA CORP DEL
+$2.9M
205,619
+26%
增持
UNF
UNIFIRST CORP MASS
+$2.9M
980,110
+0%
减持
ACIW
ACI WORLDWIDE INC
+$2.5M
911,731
-0%
减持
GHC
GRAHAM HLDGS CO
+$2.4M
27,194
-0%
增持
ENOV
ENOVIS CORPORATION
-$2.4M
476,224
+2%
增持
TTC
TORO CO
-$2.4M
423,572
+2%
减持
CHD
CHURCH & DWIGHT CO INC
+$2.1M
479,446
-1%
增持
JKHY
HENRY JACK & ASSOC INC
+$2.0M
264,477
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
1,173
-74%
减持
MATX
MATSON INC
-$1.9M
273,317
-0%
减持
—
WHITE MTNS INS GROUP LTD
-$1.5M
69,158
-0%
减持
NKE
NIKE INC
-$1.5M
109,275
-2%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$1.5M
1,104,272
-0%
增持
MRTN
MARTEN TRANS LTD
-$1.4M
876,071
+2%
增持
MZTI
LANCASTER COLONY CORP
+$1.3M
453,237
+1%
增持
—
AXALTA COATING SYS LTD
-$1.3M
1,370,295
+0%
减持
KO
COCA COLA CO
+$1.3M
173,283
-3%
减持
GOLF
ACUSHNET HLDGS CORP
-$1.2M
459,199
-0%
减持
CSCO
CISCO SYS INC
+$997.7K
3,656,237
-4%
减持
PFE
PFIZER INC
-$975.3K
76,267
-30%
减持
PSMT
PRICESMART INC
-$947.8K
207,442
-0%
减持
KMX
CARMAX INC
-$913.2K
157,977
-2%
减持
IWR
ISHARES TR
-$886.6K
2
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$740.4K
2,191
增持
CERT
CERTARA INC
-$590.3K
1,470,676
+3%
增持
—
CRH PLC
+$547.0K
9,778
+189%
增持
ESI
ELEMENT SOLUTIONS INC
+$522.9K
1,341,112
+14%
建仓
—
ALCON AG
+$454.3K
4,822
增持
—
ALEXANDER & BALDWIN INC NEW
-$390.1K
891,894
+0%
减持
VXF
VANGUARD INDEX FDS
-$342.4K
1,136
-60%
建仓
—
ICON PLC
+$329.9K
1,885
增持
UDR
UDR INC
+$323.3K
23,373
+39%
建仓
—
NXP SEMICONDUCTORS N V
+$297.6K
1,566
建仓
—
BURFORD CAP LTD
+$283.8K
21,481
增持
WFC
WELLS FARGO CO NEW
+$283.0K
28,305
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$237.1K
10,611
-41%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$230.7K
21,881
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$230.5K
2,722
+143%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$205.1K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$127.0K
1,899
-17%
减持
VO
VANGUARD INDEX FDS
-$115.2K
295
-59%
增持
IWM
ISHARES TR
-$104.5K
48,358
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$94.3K
45,746
-4%
增持
TG
TREDEGAR CORP
+$46.6K
310,198
+2%
减持
GD
GENERAL DYNAMICS CORP
-$40.3K
1,941
-10%
减持
IWV
ISHARES TR
-$21.4K
231
-18%
减持
IJR
ISHARES TR
-$12.8K
202
-32%
