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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 21
减持 117
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
COO
COOPER COS INC
+$170.0M
2,074,379
减持
CCI
CROWN CASTLE INC
-$165.1M
1,227,261
-57%
减持
NEU
NEWMARKET CORP
-$99.7M
492,820
-7%
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
APD
AIR PRODS & CHEMS INC
-$74.0M
1,358,082
-10%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$62.0M
1,866,241
-13%
减持
ENTG
ENTEGRIS INC
-$59.9M
3,169,391
-10%
减持
DLTR
DOLLAR TREE INC
+$56.7M
2,537,874
-6%
减持
BLK
BLACKROCK INC
-$54.6M
421,889
-3%
减持
LW
LAMB WESTON HLDGS INC
-$51.7M
2,078,791
-13%
减持
FAST
FASTENAL CO
-$51.7M
5,039,665
-3%
清仓
FISV
FISERV INC
-$48.8M
0
-100%
减持
POOL
POOL CORP
-$47.0M
433,463
-8%
减持
PGR
PROGRESSIVE CORP
-$46.5M
1,692,345
-3%
增持
—
CHUBB LIMITED
+$45.8M
802,837
+11%
减持
CMI
CUMMINS INC
+$45.3M
542,656
-1%
减持
MO
ALTRIA GROUP INC
-$39.7M
3,839,122
-3%
增持
IJH
ISHARES TR
+$37.2M
789,943
+246%
减持
BRKR
BRUKER CORP
+$33.4M
2,783,125
-7%
减持
POST
POST HLDGS INC
-$32.6M
1,586,633
-10%
减持
TXN
TEXAS INSTRS INC
-$32.5M
1,854,025
-4%
减持
GOOG
ALPHABET INC
+$32.3M
805,540
-11%
减持
MSFT
MICROSOFT CORP
-$32.2M
682,175
-2%
减持
PAYX
PAYCHEX INC
-$30.5M
1,445,883
-5%
减持
—
AERCAP HOLDINGS NV
+$28.9M
2,761,384
-9%
增持
IWD
ISHARES TR
+$28.8M
140,864
+3336%
减持
JNJ
JOHNSON & JOHNSON
+$27.9M
1,718,193
-3%
减持
VMC
VULCAN MATLS CO
-$27.7M
646,566
-6%
减持
CPRT
COPART INC
-$27.1M
3,007,359
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.0M
582,841
-8%
减持
LII
LENNOX INTL INC
-$25.1M
315,164
-6%
减持
WAT
WATERS CORP
+$25.0M
504,674
-9%
减持
ACIW
ACI WORLDWIDE INC
-$24.4M
1,401,837
-19%
减持
AAPL
APPLE INC
+$24.3M
2,415,820
-3%
减持
CSCO
CISCO SYS INC
+$23.2M
3,407,829
-3%
减持
AVTR
AVANTOR INC
-$22.9M
11,936,522
-7%
减持
LOW
LOWES COS INC
-$22.7M
1,320,289
-3%
减持
MC
MOELIS & CO
-$22.4M
3,061,979
-6%
减持
CHDN
CHURCHILL DOWNS INC
+$21.7M
2,620,723
-8%
减持
GLW
CORNING INC
+$21.4M
5,823,446
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$20.9M
383,058
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$20.9M
139,594
-24%
减持
D
DOMINION ENERGY INC
-$19.8M
4,778,330
-2%
增持
NSC
NORFOLK SOUTHN CORP
-$19.4M
1,810,853
+0%
减持
ATR
APTARGROUP INC
-$19.0M
910,151
-6%
减持
OTIS
OTIS WORLDWIDE CORP
-$19.0M
1,845,843
-6%
减持
CVX
CHEVRON CORP NEW
-$18.1M
2,000,668
-4%
减持
SBUX
STARBUCKS CORP
-$17.9M
2,537,928
-7%
增持
IVV
ISHARES TR
+$16.7M
41,699
+134%
减持
EQH
EQUITABLE HLDGS INC
-$16.5M
970,930
-21%
清仓
—
LIBERTY MEDIA CORP DEL
-$16.4M
0
-100%
减持
MZTI
MARZETTI COMPANY
-$15.9M
365,000
-17%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$15.4M
5,733,903
+73%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$15.3M
2,099,988
-6%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$15.2M
917,882
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$15.0M
755,714
-3%
减持
ALLY
ALLY FINL INC
+$14.9M
4,314,895
-6%
建仓
LLYVK
LIBERTY LIVE HOLDINGS INC
+$14.9M
178,952
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.8M
996,386
-3%
减持
DECK
DECKERS OUTDOOR CORP
-$13.8M
387,314
-27%
减持
FIS
FIDELITY NATL INFORMATION SV
-$13.3M
2,420,425
-8%
减持
TREX
TREX CO INC
-$12.7M
252,509
-39%
减持
PM
PHILIP MORRIS INTL INC
-$12.6M
2,158,010
-2%
减持
CACC
CREDIT ACCEP CORP MICH
-$11.7M
79,337
-21%
增持
IWB
ISHARES TR
+$11.0M
30,455
+2571%
减持
THG
HANOVER INS GROUP INC
-$10.9M
391,468
-14%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$10.7M
0
-100%
减持
—
WHITE MTNS INS GROUP LTD
+$10.3M
58,697
-12%
减持
UNF
UNIFIRST CORP MASS
+$10.2M
835,370
-7%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$9.4M
3,472,812
-8%
减持
MTB
M & T BK CORP
-$9.1M
975,521
-6%
减持
MUSA
MURPHY USA INC
-$8.6M
170,315
-15%
减持
TTC
TORO CO
-$8.6M
309,838
-28%
减持
QLYS
QUALYS INC
-$8.6M
389,254
-15%
减持
RVLV
REVOLVE GROUP INC
+$8.5M
1,061,837
-4%
减持
FDX
FEDEX CORP
+$8.5M
203,352
-5%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$8.3M
1,030,574
-5%
减持
HAE
HAEMONETICS CORP MASS
+$8.2M
263,565
-1%
减持
CBRE
CBRE GROUP INC
-$8.0M
1,096,232
-6%
减持
CERT
CERTARA INC
-$8.0M
1,249,237
-20%
减持
ESI
ELEMENT SOLUTIONS INC
-$8.0M
1,005,972
-24%
减持
MTN
VAIL RESORTS INC
-$7.8M
102,714
-29%
减持
—
STERIS PLC
-$7.8M
740,436
-6%
减持
LLY
ELI LILLY & CO
+$7.4M
23,789
-0%
增持
RSG
REPUBLIC SVCS INC
+$7.4M
383,498
+19%
减持
SAIA
SAIA INC
-$6.9M
78,519
-28%
增持
IWM
ISHARES TR
+$6.8M
52,515
+106%
减持
—
GATES INDL CORP PLC
-$6.3M
1,411,837
-4%
减持
VNT
VONTIER CORPORATION
-$5.9M
847,183
-5%
减持
CWST
CASELLA WASTE SYS INC
-$5.8M
547,044
-13%
减持
SCHW
SCHWAB CHARLES CORP
+$5.6M
4,105,993
-3%
减持
MATX
MATSON INC
+$5.3M
252,114
-4%
减持
IPAR
INTERPARFUMS INC
-$5.1M
154,684
-17%
减持
HD
HOME DEPOT INC
-$5.1M
43,562
-12%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.5M
427,366
-7%
减持
KMX
CARMAX INC
-$4.1M
70,360
-54%
减持
NKE
NIKE INC
-$4.1M
36,202
-60%
减持
ENOV
ENOVIS CORPORATION
-$4.0M
371,972
-19%
减持
—
AXALTA COATING SYS LTD
-$3.9M
1,058,342
-21%
减持
BF/B
BROWN FORMAN CORP
-$3.9M
1,181,778
-8%
减持
CINF
CINCINNATI FINL CORP
-$3.8M
2,050,554
-4%
减持
PLUS
EPLUS INC
+$3.7M
277,521
-5%
减持
LSTR
LANDSTAR SYS INC
+$3.6M
229,155
-4%
减持
MLM
MARTIN MARIETTA MATLS INC
-$3.6M
170,480
-2%
减持
GHC
GRAHAM HLDGS CO
-$3.2M
24,963
-4%
建仓
—
MAGNUM ICE CREAM CO NV
+$2.6M
165,541
减持
APH
AMPHENOL CORP NEW
+$2.3M
524,534
-5%
减持
—
TE CONNECTIVITY PLC
+$2.2M
1,597,254
-3%
减持
V
VISA INC
-$2.2M
282,707
-5%
减持
BALL
BALL CORP
-$2.0M
2,505,696
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
3,242
+385%
清仓
—
NXP SEMICONDUCTORS N V
-$1.8M
0
-100%
减持
FR
FIRST INDL RLTY TR INC
-$1.5M
820,034
-13%
建仓
UTZ
UTZ BRANDS INC
+$1.5M
144,413
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$1.4M
1,014,490
-4%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$1.3M
847,406
-4%
清仓
MKL
MARKEL GROUP INC
-$1.2M
0
-100%
减持
—
ALEXANDER & BALDWIN INC NEW
+$1.0M
802,740
-6%
减持
ATKR
ATKORE INC
-$962.8K
411,729
-4%
减持
GOLF
ACUSHNET HLDGS CORP
-$787.6K
422,887
-4%
减持
PSMT
PRICESMART INC
-$729.1K
190,017
-4%
减持
NGVT
INGEVITY CORP
+$647.7K
448,770
-4%
减持
CTS
CTS CORP
+$633.0K
554,625
-4%
增持
IWR
ISHARES TR
+$623.4K
6,495
+34084%
增持
VXF
VANGUARD INDEX FDS
+$615.2K
3,494
+533%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$578.2K
15,816
-11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$542.5K
15,241
+4%
减持
PFE
PFIZER INC
-$428.9K
17,061
-49%
增持
NFLX
NETFLIX INC
-$420.7K
16,100
+900%
减持
TG
TREDEGAR CORP
-$356.1K
283,273
-5%
减持
—
BURFORD CAP LTD
-$344.9K
105,708
-2%
增持
—
CRH PLC
+$323.4K
40,964
+3%
清仓
UPS
UNITED PARCEL SERVICE INC
-$321.0K
0
-100%
减持
KO
COCA COLA CO
+$299.1K
167,585
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$295.6K
37,453
-2%
增持
WFC
WELLS FARGO CO NEW
+$259.5K
19,790
+5%
增持
VB
VANGUARD INDEX FDS
+$256.2K
1,275
+346%
减持
MDLZ
MONDELEZ INTL INC
-$233.5K
26,138
-0%
清仓
RHI
ROBERT HALF INC.
-$207.3K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$201.1K
747
+1283%
增持
IWV
ISHARES TR
+$184.1K
580
+442%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$171.8K
10,483
+0%
减持
—
ALCON AG
+$125.4K
27,960
-1%
增持
—
ICON PLC
+$105.5K
14,438
+0%
减持
JKHY
HENRY JACK & ASSOC INC
+$96.5K
208,436
-18%
减持
GD
GENERAL DYNAMICS CORP
-$78.1K
1,657
-11%
清仓
BDN
BRANDYWINE RLTY TR
-$53.6K
0
-100%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$42.6K
922
-12%
减持
MRTN
MARTEN TRANS LTD
+$29.8K
840,576
-6%
减持
MRK
MERCK & CO INC
+$11.2K
3,869
-18%
减持
BAC
BANK AMERICA CORP
-$6.2K
8,233
-7%