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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 143 项
建仓 6
增持 25
减持 103
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
D
DOMINION ENERGY INC
+$149.3M
6,943,525
+45%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$148.0M
2,002,235
建仓
DPZ
DOMINOS PIZZA INC
+$129.3M
360,242
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
MSFT
MICROSOFT CORP
-$93.4M
638,980
-6%
减持
CVX
CHEVRON CORPORATION
+$86.6M
1,892,105
-5%
减持
WAT
WATERS CORP
-$85.9M
355,310
-30%
减持
AAPL
APPLE INC
-$80.7M
2,269,872
-6%
减持
ENTG
ENTEGRIS INC
+$79.5M
2,955,631
-7%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$75.1M
3,177,857
-8%
减持
SCHW
SCHWAB CHARLES CORP
-$74.8M
3,569,280
-13%
减持
OTIS
OTIS WORLDWIDE CORP
-$74.8M
1,121,660
-39%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$72.6M
1,723,367
-8%
减持
BLK
BLACKROCK INC
-$71.1M
395,591
-6%
清仓
APH
AMPHENOL CORP NEW
-$70.9M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$69.3M
1,594,226
-6%
减持
CHDN
CHURCHILL DOWNS INC
-$65.2M
2,593,821
-1%
减持
DLTR
DOLLAR TREE INC
-$60.3M
2,300,205
-9%
减持
FIS
FIDELITY NATL INFORMATION SV
-$59.3M
2,164,254
-11%
减持
—
TE CONNECTIVITY PLC
-$52.0M
1,489,812
-7%
减持
AVTR
AVANTOR INC
-$51.7M
10,852,257
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$50.6M
524,146
-10%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$48.7M
833,037
-9%
减持
—
AERCAP HOLDINGS NV
-$48.0M
2,544,068
-8%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$47.0M
1,316,549
-3%
清仓
EQH
EQUITABLE HLDGS INC
-$46.3M
0
-100%
减持
MC
MOELIS & CO
-$45.0M
2,903,947
-5%
减持
NEU
NEWMARKET CORP
-$43.2M
461,027
-6%
减持
ALLY
ALLY FINL INC
-$42.2M
3,904,868
-10%
减持
CBRE
CBRE GROUP INC
-$41.4M
995,446
-9%
减持
—
STERIS PLC
-$39.4M
670,852
-9%
减持
GOOG
ALPHABET INC
-$38.4M
747,417
-7%
减持
CINF
CINCINNATI FINL CORP
-$37.9M
1,887,411
-8%
减持
BRKR
BRUKER CORP
-$37.8M
2,584,029
-7%
减持
PAYX
PAYCHEX INC
-$37.5M
1,354,123
-6%
减持
JNJ
JOHNSON & JOHNSON
+$36.6M
1,604,354
-7%
减持
IJH
ISHARES TR
-$36.3M
234,427
-70%
减持
NSC
NORFOLK SOUTHN CORP
-$34.8M
1,700,297
-6%
清仓
—
AXALTA COATING SYS LTD
-$34.2M
0
-100%
减持
UNF
UNIFIRST CORP MASS
+$33.9M
775,264
-7%
清仓
BF/B
BROWN FORMAN CORP
-$30.8M
0
-100%
减持
IWD
ISHARES TR
-$27.4M
10,557
-93%
减持
CPRT
COPART INC
-$27.1M
2,730,705
-9%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$26.9M
964,653
-6%
建仓
HWKN
HAWKINS INC
+$26.8M
174,415
减持
NGVT
INGEVITY CORP
-$26.2M
4,428
-99%
减持
LOW
LOWES COS INC
-$25.5M
1,239,707
-6%
减持
VMC
VULCAN MATLS CO
-$25.1M
584,971
-10%
减持
NOC
NORTHROP GRUMMAN CORP
+$24.8M
356,554
-7%
减持
LII
LENNOX INTL INC
-$21.3M
283,923
-10%
减持
POOL
POOL CORP
-$18.9M
396,785
-8%
减持
V
VISA INC
-$18.3M
267,533
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.8M
1,082,249
+9%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$17.4M
1,905,273
-9%
减持
TXN
TEXAS INSTRS INC
+$17.4M
1,746,259
-6%
清仓
—
ALEXANDER & BALDWIN INC NEW
-$16.6M
0
-100%
减持
CSCO
CISCO SYS INC
-$16.0M
3,176,818
-7%
减持
MO
ALTRIA GROUP INC
+$15.7M
3,592,274
-6%
减持
FAST
FASTENAL CO
+$15.6M
4,694,013
-7%
减持
MTB
M & T BK CORP
-$14.1M
882,721
-10%
减持
MUSA
MURPHY USA INC
+$14.0M
167,528
-2%
减持
PM
PHILIP MORRIS INTL INC
-$12.1M
2,020,161
-6%
减持
CWST
CASELLA WASTE SYS INC
-$11.3M
532,707
-3%
减持
IWB
ISHARES TR
-$11.3M
320
-99%
减持
POST
POST HLDGS INC
-$11.2M
1,476,638
-7%
清仓
CERT
CERTARA INC
-$11.0M
0
-100%
减持
CCI
CROWN CASTLE INC
-$10.8M
1,208,595
-2%
增持
QLYS
QUALYS INC
-$10.8M
466,342
+20%
增持
ESI
ELEMENT SOLUTIONS INC
+$10.7M
1,050,175
+4%
减持
SBUX
STARBUCKS CORP
-$10.5M
2,268,061
-11%
减持
MZTI
MARZETTI COMPANY
-$10.2M
360,415
-1%
增持
COO
COOPER COS INC
-$10.1M
2,237,145
+8%
减持
FDX
FEDEX CORP
+$9.3M
191,097
-6%
减持
MATX
MATSON INC
+$8.9M
244,282
-3%
减持
RVLV
REVOLVE GROUP INC
-$8.9M
1,024,590
-4%
清仓
TREX
TREX CO INC
-$8.9M
0
-100%
增持
TTC
TORO CO
+$8.4M
350,654
+13%
减持
IWM
ISHARES TR
-$7.4M
22,334
-57%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$6.9M
8,741,590
+52%
减持
ATR
APTARGROUP INC
-$6.6M
828,780
-9%
减持
GLW
CORNING INC
+$6.2M
3,795,637
-35%
减持
JKHY
HENRY JACK & ASSOC INC
-$5.7M
204,641
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
+$5.5M
189,623
+11%
减持
THG
HANOVER INS GROUP INC
-$5.4M
381,668
-3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$5.0M
138,172
-1%
增持
SAIA
SAIA INC
+$4.8M
86,774
+11%
减持
IVV
ISHARES TR
-$4.4M
36,908
-11%
减持
GOLF
ACUSHNET HLDGS CORP
+$4.4M
407,979
-4%
减持
PSMT
PRICESMART INC
+$4.3M
183,149
-4%
减持
PLUS
EPLUS INC
-$4.0M
270,005
-3%
减持
LLY
ELI LILLY & CO
-$4.0M
23,431
-2%
增持
IPAR
INTERPARFUMS INC
+$4.0M
188,043
+22%
减持
LW
LAMB WESTON HLDGS INC
-$3.8M
1,969,879
-5%
减持
ATKR
ATKORE INC
-$3.8M
377,623
-8%
减持
—
WHITE MTNS INS GROUP LTD
+$3.5M
57,131
-3%
减持
CMI
CUMMINS INC
-$3.2M
508,834
-6%
减持
LSTR
LANDSTAR SYS INC
+$2.7M
222,509
-3%
减持
CHD
CHURCH & DWIGHT CO INC
+$2.4M
409,907
-4%
减持
NVDA
NVIDIA CORPORATION
-$2.3M
157,076
-1%
减持
RSG
REPUBLIC SVCS INC
-$2.2M
360,886
-6%
减持
VNT
VONTIER CORPORATION
-$2.2M
826,573
-2%
增持
MRTN
MARTEN TRANS LTD
+$2.1M
889,273
+6%
减持
—
CHUBB LTD SWITZ
-$2.0M
762,617
-5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.0M
724,846
-4%
减持
GHC
GRAHAM HLDGS CO
-$2.0M
24,079
-4%
减持
BALL
BALL CORP
+$1.9M
2,277,942
-9%
增持
ACIW
ACI WORLDWIDE INC
+$1.9M
1,680,581
+20%
减持
CTS
CTS CORP
+$1.8M
536,460
-3%
减持
LLYVK
LIBERTY LIVE HOLDINGS INC
+$1.8M
176,884
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.7M
730
-77%
增持
DECK
DECKERS OUTDOOR CORP
+$1.7M
417,824
+8%
增持
FR
FIRST INDL RLTY TR INC
+$1.6M
839,637
+2%
清仓
UTZ
UTZ BRANDS INC
-$1.5M
0
-100%
增持
MTN
VAIL RESORTS INC
+$1.5M
117,855
+15%
减持
DE
DEERE & CO
+$1.5M
14,899
-0%
增持
CACC
CREDIT ACCEP CORP MICH
-$1.4M
79,720
+0%
建仓
—
ASTRAZENECA PLC
+$1.3M
6,470
增持
HAE
HAEMONETICS CORP MASS
-$1.2M
352,807
+34%
减持
KO
COCA COLA CO
+$1.0M
167,474
-0%
增持
—
CRH PLC
-$693.4K
42,037
+3%
减持
HD
HOME DEPOT INC
-$668.2K
43,545
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$652.9K
15,637
+3%
减持
IWR
ISHARES TR
-$623.8K
16
-100%
减持
—
GATES INDL CORP PLC
+$606.7K
1,367,486
-3%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$606.3K
820,010
-3%
增持
—
MAGNUM ICE CREAM CO NV
+$592.2K
219,299
+32%
增持
—
ICON PLC
+$460.8K
27,939
+94%
增持
—
BURFORD CAPITAL LIMITED
-$452.1K
108,582
+3%
增持
ENOV
ENOVIS CORPORATION
-$432.1K
416,582
+12%
建仓
ECHO
ECHOSTAR CORP
+$427.4K
3,651
增持
—
WILLIS TOWERS WATSON PLC LTD
-$286.3K
10,865
+4%
减持
WFC
WELLS FARGO & CO
-$284.5K
19,595
-1%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$237.9K
983,262
-3%
减持
IWV
ISHARES TR
-$217.7K
18
-97%
建仓
COP
CONOCOPHILLIPS
+$214.0K
1,621
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$205.8K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$194.6K
77
-90%
减持
TGT
TARGET CORP
+$179.0K
8,150
-2%
减持
TG
TREDEGAR CORP
+$163.3K
276,378
-2%
减持
VB
VANGUARD INDEX FDS
-$155.2K
663
-48%
减持
MRK
MERCK & CO INC
-$121.2K
2,378
-39%
减持
VXF
VANGUARD INDEX FDS
-$116.1K
2,986
-15%
增持
—
ALCON AG
-$100.4K
28,730
+3%
减持
IJR
ISHARES TR
-$951
38
-19%
