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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 147 项
建仓 3
增持 19
减持 122
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
FIS
FIDELITY NATL INFORMATION SV
-$292.0M
2,641,565
-54%
建仓
CMI
CUMMINS INC
+$231.7M
548,615
建仓
UNH
UNITEDHEALTH GROUP INC
+$219.5M
635,513
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
GLW
CORNING INC
+$174.1M
5,955,379
-0%
建仓
AVTR
AVANTOR INC
+$159.7M
12,793,957
减持
APH
AMPHENOL CORP NEW
-$133.2M
554,526
-73%
减持
AAPL
APPLE INC
+$109.8M
2,483,978
-3%
清仓
DEO
DIAGEO PLC
-$106.9M
0
-100%
减持
—
TE CONNECTIVITY PLC
+$78.8M
1,645,266
-2%
减持
NSC
NORFOLK SOUTHN CORP
+$70.0M
1,805,124
-2%
减持
BRKR
BRUKER CORP
-$68.0M
3,008,493
-25%
增持
EQH
EQUITABLE HLDGS INC
+$61.1M
1,235,243
+4142%
减持
NEU
NEWMARKET CORP
+$56.0M
529,332
-4%
减持
TXN
TEXAS INSTRS INC
-$54.7M
1,927,740
-2%
减持
GOOG
ALPHABET INC
+$51.3M
905,075
-5%
减持
JNJ
JOHNSON & JOHNSON
+$51.2M
1,767,375
-2%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$50.2M
3,788,045
-4%
增持
ACIW
ACI WORLDWIDE INC
+$49.8M
1,732,941
+91%
减持
PM
PHILIP MORRIS INTL INC
-$47.2M
2,211,518
-1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$44.8M
2,135,597
-7%
减持
PGR
PROGRESSIVE CORP
-$42.8M
1,748,776
-2%
减持
BLK
BLACKROCK INC
+$41.1M
434,175
-2%
减持
NOC
NORTHROP GRUMMAN CORP
+$39.6M
392,726
-2%
减持
WAT
WATERS CORP
-$35.9M
555,855
-4%
减持
LOW
LOWES COS INC
+$34.1M
1,357,368
-2%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$33.0M
2,241,678
-5%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$32.6M
1,088,681
-5%
减持
FAST
FASTENAL CO
+$32.6M
5,177,704
-2%
减持
PAYX
PAYCHEX INC
-$32.2M
1,520,512
-2%
减持
ENTG
ENTEGRIS INC
+$30.6M
3,536,136
-4%
减持
SBUX
STARBUCKS CORP
-$30.2M
2,737,905
-4%
减持
ATR
APTARGROUP INC
-$29.7M
972,857
-5%
减持
CCI
CROWN CASTLE INC
-$28.3M
2,841,108
-3%
减持
UNF
UNIFIRST CORP MASS
-$27.3M
903,005
-5%
减持
CHDN
CHURCHILL DOWNS INC
-$25.9M
2,850,107
-5%
减持
DLTR
DOLLAR TREE INC
-$25.8M
2,707,115
-5%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$25.2M
1,043
-99%
减持
MO
ALTRIA GROUP INC
+$24.9M
3,951,964
-2%
减持
OTIS
OTIS WORLDWIDE CORP
-$24.6M
1,970,850
-5%
减持
LII
LENNOX INTL INC
-$24.2M
336,553
-5%
减持
VMC
VULCAN MATLS CO
+$23.6M
689,665
-5%
减持
BALL
BALL CORP
-$22.9M
2,672,667
-5%
减持
CVX
CHEVRON CORP NEW
+$21.4M
2,079,993
-1%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$21.3M
0
-100%
减持
CPRT
COPART INC
-$20.7M
3,221,283
-5%
减持
APD
AIR PRODS & CHEMS INC
-$20.5M
1,501,615
-2%
减持
MC
MOELIS & CO
+$20.0M
3,265,878
-4%
减持
D
DOMINION ENERGY INC
+$19.1M
4,900,535
-1%
增持
DECK
DECKERS OUTDOOR CORP
+$18.4M
532,260
+54%
减持
FISV
FISERV INC
-$17.9M
378,668
-2%
减持
CWST
CASELLA WASTE SYS INC
-$15.6M
625,428
-4%
减持
CBRE
CBRE GROUP INC
+$12.4M
1,169,742
-5%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$12.2M
778,096
-2%
减持
—
WHITE MTNS INS GROUP LTD
-$11.8M
66,802
-3%
减持
POST
POST HLDGS INC
-$11.2M
1,765,685
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$10.2M
4,238,650
-2%
减持
CINF
CINCINNATI FINL CORP
+$9.8M
2,142,501
-3%
减持
LW
LAMB WESTON HLDGS INC
+$9.6M
2,389,011
-4%
减持
JKHY
HENRY JACK & ASSOC INC
-$9.5M
254,746
-3%
减持
IPAR
INTERPARFUMS INC
-$9.4M
185,491
-12%
减持
—
CHUBB LIMITED
-$8.8M
725,492
-2%
减持
MSFT
MICROSOFT CORP
+$8.7M
699,146
-2%
减持
HAE
HAEMONETICS CORP MASS
-$8.4M
266,034
-7%
减持
MLM
MARTIN MARIETTA MATLS INC
+$8.2M
174,104
-6%
减持
RSG
REPUBLIC SVCS INC
-$7.8M
322,109
-3%
减持
ALLY
ALLY FINL INC
-$7.6M
4,604,583
-5%
减持
CSCO
CISCO SYS INC
-$7.5M
3,497,037
-2%
减持
V
VISA INC
-$7.0M
296,812
-3%
减持
QLYS
QUALYS INC
-$6.9M
455,554
-3%
减持
MTB
M & T BK CORP
-$6.1M
1,040,819
-5%
减持
MUSA
MURPHY USA INC
-$6.0M
199,234
-3%
减持
CACC
CREDIT ACCEP CORP MICH
-$5.5M
100,313
-2%
减持
LSTR
LANDSTAR SYS INC
-$5.2M
238,905
-4%
减持
NGVT
INGEVITY CORP
+$5.0M
469,478
-3%
减持
CHD
CHURCH & DWIGHT CO INC
-$5.0M
460,586
-2%
减持
GHC
GRAHAM HLDGS CO
+$5.0M
26,004
-4%
减持
ATKR
ATKORE INC
-$5.0M
430,422
-5%
减持
MATX
MATSON INC
-$4.5M
262,201
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.3M
1,023,676
-3%
增持
ESI
ELEMENT SOLUTIONS INC
+$4.0M
1,315,471
+2%
增持
SAIA
SAIA INC
+$4.0M
108,674
+4%
减持
KMX
CARMAX INC
-$3.7M
151,943
-3%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$3.6M
1,059,145
-4%
减持
—
STERIS PLC
-$3.6M
790,071
-5%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$3.5M
184,251
-2%
增持
—
CRH PLC
+$3.4M
39,941
+165%
减持
—
AERCAP HOLDINGS NV
-$3.3M
3,042,147
-4%
减持
VNT
VONTIER CORPORATION
+$3.3M
891,788
-4%
减持
DV
DOUBLEVERIFY HLDGS INC
-$3.3M
891,672
-4%
增持
IJH
ISHARES TR
+$3.2M
228,204
+21%
减持
THG
HANOVER INS GROUP INC
+$3.2M
453,942
-3%
减持
MRTN
MARTEN TRANS LTD
-$3.1M
894,559
-8%
减持
IWB
ISHARES TR
-$3.1M
1,140
-89%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.0M
979,337
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.8M
14,641
+162%
增持
IVV
ISHARES TR
+$2.7M
17,795
+19%
减持
AUB
ATLANTIC UN BANKSHARES CORP
+$2.5M
884,531
-4%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$2.5M
10,469
+184%
减持
CTS
CTS CORP
-$2.5M
579,463
-4%
减持
POOL
POOL CORP
+$2.4M
471,278
-4%
减持
PSMT
PRICESMART INC
+$2.4M
198,353
-4%
减持
MTN
VAIL RESORTS INC
-$2.3M
143,680
-5%
减持
—
AXALTA COATING SYS LTD
-$2.2M
1,332,104
-2%
增持
—
ICON PLC
+$2.1M
14,431
+362%
减持
FR
FIRST INDL RLTY TR INC
+$1.9M
942,403
-3%
减持
MZTI
MARZETTI COMPANY
-$1.9M
439,352
-2%
增持
CERT
CERTARA INC
+$1.8M
1,554,991
+6%
减持
TREX
TREX CO INC
-$1.6M
416,391
-2%
减持
TTC
TORO CO
+$1.6M
433,115
-3%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$1.5M
3,309,385
-2%
减持
HD
HOME DEPOT INC
+$1.4M
49,620
-3%
减持
—
GATES INDL CORP PLC
+$1.3M
1,473,383
-4%
减持
GOLF
ACUSHNET HLDGS CORP
+$1.3M
440,087
-4%
增持
—
ALCON AG
+$1.2M
28,308
+192%
减持
BF/B
BROWN FORMAN CORP
-$1.2M
1,279,866
-4%
增持
—
NXP SEMICONDUCTORS N V
+$1.2M
7,716
+182%
减持
PLUS
EPLUS INC
-$1.1M
290,757
-4%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$827.8K
584,424
-9%
增持
IWM
ISHARES TR
+$777.0K
25,529
+2%
增持
—
BURFORD CAP LTD
+$755.0K
107,676
+188%
减持
WFC
WELLS FARGO CO NEW
-$669.7K
18,909
-33%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$666.3K
17,720
-19%
减持
—
LIBERTY MEDIA CORP DEL
-$642.5K
169,109
-19%
减持
RVLV
REVOLVE GROUP INC
+$546.1K
1,104,188
-4%
减持
IWD
ISHARES TR
-$467.4K
4,100
-39%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$393.0K
38,240
-16%
减持
UPS
UNITED PARCEL SERVICE INC
-$378.9K
3,843
-45%
减持
PFE
PFIZER INC
-$373.5K
33,505
-34%
减持
TG
TREDEGAR CORP
-$327.2K
297,637
-4%
减持
CSX
CSX CORP
+$301.6K
105,837
-0%
减持
—
ALEXANDER & BALDWIN INC NEW
-$277.2K
854,724
-4%
清仓
CMCSA
COMCAST CORP NEW
-$271.0K
0
-100%
减持
FDX
FEDEX CORP
+$270.7K
213,219
-3%
减持
NKE
NIKE INC
-$254.9K
91,568
-2%
减持
TGT
TARGET CORP
-$221.9K
8,275
-15%
减持
—
EXXON MOBIL CORP
-$220.9K
11,415
-18%
减持
GATX
GATX CORP
+$213.8K
12,150
-2%
增持
ENOV
ENOVIS CORPORATION
-$139.0K
457,836
+2%
减持
MRK
MERCK & CO INC
-$94.3K
4,719
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$76.0K
669
-21%
减持
VO
VANGUARD INDEX FDS
-$63.8K
54
-81%
减持
VB
VANGUARD INDEX FDS
-$28.7K
286
-33%
增持
VXF
VANGUARD INDEX FDS
+$25.3K
552
+18%
减持
SCI
SERVICE CORP INTL
-$10.1K
5,416
-4%
减持
IWV
ISHARES TR
-$2.2K
107
-12%
增持
IWR
ISHARES TR
+$1.3K
19
+217%
减持
IJR
ISHARES TR
-$555
4
-60%
