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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 145 项
建仓 3
增持 35
减持 103
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$142.3M
1,050,644
-14%
增持
—
CHUBB LIMITED
+$142.0M
737,090
+211%
增持
DLTR
DOLLAR TREE INC
+$140.1M
2,840,104
+51%
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
UPS
UNITED PARCEL SERVICE INC
-$132.8M
6,933
-99%
减持
CMCSA
COMCAST CORP NEW
-$111.9M
7,593
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$111.0M
0
-100%
增持
GLW
CORNING INC
+$106.0M
5,979,292
+31%
增持
NSC
NORFOLK SOUTHN CORP
+$94.5M
1,844,928
+16%
减持
MSFT
MICROSOFT CORP
+$80.7M
710,449
-2%
增持
D
DOMINION ENERGY INC
+$68.0M
4,965,699
+31%
增持
CHDN
CHURCHILL DOWNS INC
+$62.6M
2,994,070
+39%
减持
POST
POST HLDGS INC
-$62.5M
1,843,235
-19%
减持
APH
AMPHENOL CORP NEW
+$62.2M
2,043,806
-4%
减持
NEU
NEWMARKET CORP
+$56.8M
553,479
-4%
减持
AAPL
APPLE INC
-$55.2M
2,547,704
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$47.8M
4,323,063
-2%
减持
TXN
TEXAS INSTRS INC
+$46.1M
1,969,214
-2%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$43.0M
3,957,172
+5%
减持
—
TE CONNECTIVITY PLC
+$41.8M
1,674,057
-2%
减持
PGR
PROGRESSIVE CORP
-$41.1M
1,778,506
-2%
减持
ENTG
ENTEGRIS INC
-$36.9M
3,674,950
-4%
减持
BLK
BLACKROCK INC
+$36.1M
443,231
-2%
减持
CPRT
COPART INC
-$33.9M
3,374,056
-4%
减持
JNJ
JOHNSON & JOHNSON
-$31.6M
1,810,203
-3%
减持
APD
AIR PRODS & CHEMS INC
-$30.0M
1,524,506
-2%
建仓
IPAR
INTERPARFUMS INC
+$27.6M
210,542
减持
SBUX
STARBUCKS CORP
-$26.1M
2,857,196
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
+$25.6M
5,726,352
-3%
增持
CVX
CHEVRON CORP NEW
+$25.5M
2,106,634
+28%
减持
LOW
LOWES COS INC
-$22.9M
1,383,655
-2%
减持
—
AERCAP HOLDINGS NV
+$22.2M
3,174,167
-7%
减持
PM
PHILIP MORRIS INTL INC
-$22.2M
2,228,823
-17%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$21.6M
188,819
+46%
减持
CSCO
CISCO SYS INC
+$21.1M
3,556,256
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$21.0M
104,670
-45%
减持
FISV
FISERV INC
-$20.3M
387,074
-2%
减持
PAYX
PAYCHEX INC
-$20.3M
1,546,258
-3%
减持
POOL
POOL CORP
-$20.1M
492,958
-4%
减持
GOOG
ALPHABET INC
+$18.3M
953,546
-1%
减持
WAT
WATERS CORP
-$17.6M
580,436
-3%
减持
OTIS
OTIS WORLDWIDE CORP
-$17.4M
2,068,624
-4%
清仓
CNNE
CANNAE HLDGS INC
-$14.3M
0
-100%
减持
CCI
CROWN CASTLE INC
-$13.9M
2,943,532
-3%
减持
MUSA
MURPHY USA INC
-$13.5M
204,814
-1%
减持
VMC
VULCAN MATLS CO
+$12.7M
723,104
-4%
减持
MLM
MARTIN MARIETTA MATLS INC
+$12.3M
185,034
-1%
减持
BF/B
BROWN FORMAN CORP
-$11.6M
1,331,911
-5%
减持
MO
ALTRIA GROUP INC
-$11.6M
4,028,394
-2%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$11.3M
2,350,571
-4%
增持
FAST
FASTENAL CO
+$11.2M
5,268,327
+95%
减持
NOC
NORTHROP GRUMMAN CORP
-$10.4M
399,361
-3%
减持
—
WHITE MTNS INS GROUP LTD
-$9.7M
68,770
-1%
减持
IVV
ISHARES TR
-$9.6M
14,907
-56%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$9.3M
2,300,944
-15%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$8.8M
1,145,472
-3%
清仓
CABO
CABLE ONE INC
-$8.7M
0
-100%
减持
IJH
ISHARES TR
-$8.7M
188,793
-46%
减持
MTB
M & T BK CORP
+$8.3M
1,091,696
-4%
减持
ACIW
ACI WORLDWIDE INC
-$8.2M
907,270
-0%
增持
QLYS
QUALYS INC
+$8.2M
469,977
+0%
减持
CINF
CINCINNATI FINL CORP
-$8.2M
2,208,621
-3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.0M
1,027,020
-4%
减持
UNF
UNIFIRST CORP MASS
+$7.7M
947,077
-3%
减持
CHD
CHURCH & DWIGHT CO INC
-$7.4M
472,270
-1%
减持
BRKR
BRUKER CORP
-$7.0M
4,023,813
-3%
减持
—
GATES INDL CORP PLC
+$7.0M
1,530,353
-0%
减持
IWD
ISHARES TR
-$6.9M
6,704
-85%
减持
MC
MOELIS & CO
+$6.2M
3,416,998
-4%
减持
FR
FIRST INDL RLTY TR INC
-$6.1M
968,132
-1%
减持
DEO
DIAGEO PLC
-$6.0M
1,059,765
-2%
减持
LW
LAMB WESTON HLDGS INC
-$5.5M
2,490,353
-1%
减持
BALL
BALL CORP
+$5.3M
2,810,356
-4%
减持
—
AXALTA COATING SYS LTD
-$5.1M
1,357,802
-1%
减持
LII
LENNOX INTL INC
-$5.0M
353,027
-5%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.9M
794,815
+1387%
减持
CBRE
CBRE GROUP INC
+$4.8M
1,226,944
-4%
减持
MATX
MATSON INC
-$4.7M
272,128
-0%
减持
FDX
FEDEX CORP
-$4.6M
220,001
-2%
减持
ATKR
ATKORE INC
+$4.6M
453,903
-1%
增持
SAIA
SAIA INC
+$4.3M
104,245
+50%
减持
IWM
ISHARES TR
-$4.2M
25,025
-48%
减持
ENOV
ENOVIS CORPORATION
-$4.2M
447,376
-6%
减持
ALLY
ALLY FINL INC
+$4.1M
4,830,152
-4%
增持
PLUS
EPLUS INC
+$4.1M
301,615
+4%
增持
HAE
HAEMONETICS CORP MASS
+$3.8M
286,515
+4%
减持
VNT
VONTIER CORPORATION
+$3.6M
925,584
-1%
减持
PSMT
PRICESMART INC
+$3.4M
206,246
-1%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$3.3M
3,367,157
+7%
减持
—
STERIS PLC
+$3.1M
828,686
-4%
增持
DV
DOUBLEVERIFY HLDGS INC
+$3.1M
931,848
+15%
增持
—
LIBERTY MEDIA CORP DEL
+$3.0M
209,968
+2%
增持
DECK
DECKERS OUTDOOR CORP
-$2.8M
344,562
+1%
增持
IWB
ISHARES TR
+$2.7M
10,262
+324%
增持
CERT
CERTARA INC
+$2.7M
1,472,708
+0%
增持
LSTR
LANDSTAR SYS INC
-$2.6M
248,326
+0%
增持
REYN
REYNOLDS CONSUMER PRODS INC
-$2.4M
994,810
+0%
减持
THG
HANOVER INS GROUP INC
-$2.4M
466,726
-1%
减持
CWST
CASELLA WASTE SYS INC
+$2.2M
649,499
-0%
减持
ATR
APTARGROUP INC
+$2.0M
1,021,281
-4%
减持
GOLF
ACUSHNET HLDGS CORP
+$1.8M
457,038
-0%
减持
KMX
CARMAX INC
-$1.7M
157,194
-0%
减持
RVLV
REVOLVE GROUP INC
-$1.7M
1,145,791
-0%
建仓
EQH
EQUITABLE HLDGS INC
+$1.6M
29,121
减持
MZTI
LANCASTER COLONY CORP
-$1.5M
450,347
-1%
减持
NGVT
INGEVITY CORP
+$1.4M
484,310
-1%
增持
TREX
TREX CO INC
-$1.4M
425,860
+1%
减持
ESI
ELEMENT SOLUTIONS INC
-$1.2M
1,285,331
-4%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$923.7K
1,100,587
-0%
减持
JKHY
HENRY JACK & ASSOC INC
-$891.9K
263,088
-1%
减持
CACC
CREDIT ACCEP CORP MICH
-$861.6K
102,823
-0%
减持
MRK
MERCK & CO INC
-$841.9K
6,194
-58%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$811.5K
5,578
+105%
减持
PFE
PFIZER INC
-$705.4K
50,627
-34%
增持
MRTN
MARTEN TRANS LTD
+$619.0K
972,954
+11%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
+$597.6K
21,815
-0%
增持
TTC
TORO CO
+$592.2K
444,350
+5%
减持
GHC
GRAHAM HLDGS CO
-$536.3K
27,046
-1%
增持
—
CRH PLC
+$525.3K
15,092
+54%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$481.3K
0
-100%
减持
—
ALEXANDER & BALDWIN INC NEW
+$457.4K
887,530
-0%
减持
CTS
CTS CORP
+$432.7K
601,102
-1%
减持
RSG
REPUBLIC SVCS INC
+$411.5K
331,206
-1%
增持
—
ALCON AG
+$404.8K
9,705
+101%
建仓
TSLA
TESLA INC
+$403.1K
1,269
增持
—
WILLIS TOWERS WATSON PLC LTD
+$389.0K
3,685
+68%
减持
TG
TREDEGAR CORP
+$328.7K
308,775
-0%
减持
VB
VANGUARD INDEX FDS
-$319.8K
427
-78%
增持
—
NXP SEMICONDUCTORS N V
+$299.7K
2,734
+75%
减持
NKE
NIKE INC
-$296.8K
93,468
-14%
增持
—
BURFORD CAP LTD
+$249.0K
37,361
+74%
减持
KO
COCA COLA CO
-$231.2K
172,146
-1%
减持
WFC
WELLS FARGO CO NEW
+$222.6K
28,141
-1%
增持
MTN
VAIL RESORTS INC
+$183.2K
151,680
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$133.8K
845
-28%
减持
HD
HOME DEPOT INC
-$130.1K
51,095
-1%
增持
—
ICON PLC
+$124.2K
3,122
+66%
减持
VXF
VANGUARD INDEX FDS
-$105.4K
468
-59%
减持
AUB
ATLANTIC UN BANKSHARES CORP
+$91.9K
916,674
-0%
减持
V
VISA INC
+$68.0K
305,114
-1%
减持
TGT
TARGET CORP
-$60.9K
9,774
-0%
减持
IWV
ISHARES TR
-$30.6K
121
-48%
减持
IJR
ISHARES TR
-$20.1K
10
-95%
减持
GD
GENERAL DYNAMICS CORP
+$14.9K
1,865
-4%
减持
VO
VANGUARD INDEX FDS
+$3.2K
284
-4%
增持
IWR
ISHARES TR
+$448
6
+200%
