LONDON CO OF VIRGINIA

CIK 1259887 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $16.2B
every reported holding for this filer and quarter, including ones with no disclosed value: 167
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 6
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 9

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$80.7M	−145,948	$657M	$576M	2,415,820	2,269,872
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	+$17.8M	+85,863	$501M	$519M	996,386	1,082,249
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16439` · issuer key `iss:520`	TRIM	+$6.2M	−2,027,809	$510M	$516M	5,823,446	3,795,637
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12525` · issuer key `iss:1319`	TRIM	−$34.8M	−110,556	$523M	$488M	1,810,853	1,700,297
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17765` · issuer key `iss:595`	ADD	+$149M	+2,165,195	$280M	$429M	4,778,330	6,943,525
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13599` · issuer key `iss:1035`	TRIM	+$36.6M	−113,839	$356M	$392M	1,718,193	1,604,354
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11717` · issuer key `iss:440`	TRIM	+$86.6M	−108,563	$305M	$391M	2,000,668	1,892,105
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16525` · issuer key `iss:58`	TRIM	+$47.0M	−41,533	$335M	$382M	1,358,082	1,316,549
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11610` · issuer key `iss:287`	TRIM	−$71.1M	−26,298	$452M	$380M	421,889	395,591
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:10798` · issuer key `iss:2283`	TRIM	−$48.0M	−217,316	$397M	$349M	2,761,384	2,544,068
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13725` · issuer key `iss:664`	TRIM	+$79.5M	−213,760	$267M	$347M	3,169,391	2,955,631
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16841` · issuer key `iss:1791`	TRIM	+$17.4M	−107,766	$322M	$339M	1,854,025	1,746,259
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16131` · issuer key `iss:1632`	TRIM	−$74.8M	−536,713	$410M	$335M	4,105,993	3,569,280
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15198` · issuer key `iss:1445`	TRIM	−$12.1M	−137,849	$346M	$334M	2,158,010	2,020,161
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11683` · issuer key `iss:1491`	TRIM	−$69.3M	−98,119	$385M	$316M	1,692,345	1,594,226
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD SHS · position key `pos:14773` · issuer key `iss:2228`	TRIM	−$52.0M	−107,442	$363M	$311M	1,597,254	1,489,812
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15813` · issuer key `iss:449`	TRIM	−$37.9M	−163,143	$335M	$297M	2,050,554	1,887,411
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13274` · issuer key `iss:1305`	TRIM	−$43.2M	−31,793	$339M	$296M	492,820	461,027
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16172` · issuer key `iss:1141`	TRIM	−$25.5M	−80,582	$318M	$293M	1,320,289	1,239,707
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13038` · issuer key `iss:169`	TRIM	−$72.6M	−142,874	$357M	$284M	1,866,241	1,723,367

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 33

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:13760` · issuer key `iss:2176`	NO CHANGE	−$2.6M	$15.8M	$13.2M	706,163	706,163
—	share class as filed: COM · position key `sid:sec:prov:4281e0232296e46548c40af43376f30d` · issuer key `cusip6:390607`	NO CHANGE	+$2.3M	$7.7M	$9.9M	584,424	584,424
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$367K	$7.5M	$7.2M	10	10
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16667` · issuer key `iss:362`	NO CHANGE	+$508K	$3.8M	$4.3M	105,837	105,837
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12416` · issuer key `iss:398`	NO CHANGE	+$207K	$2.7M	$2.9M	70,360	70,360
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17297` · issuer key `iss:1432`	NO CHANGE	−$139K	$2.5M	$2.4M	15,816	15,816
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15008` · issuer key `iss:318`	NO CHANGE	+$251K	$2.0M	$2.3M	37,453	37,453
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:15690` · issuer key `iss:610`	NO CHANGE	+$233K	$2.0M	$2.2M	16,961	16,961
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16642` · issuer key `iss:789`	NO CHANGE	+$13.9K	$2.1M	$2.1M	12,150	12,150
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14552` · issuer key `iss:711`	NO CHANGE	+$563K	$1.4M	$1.9M	11,415	11,415
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B · position key `pos:13891` · issuer key `iss:1313`	NO CHANGE	−$394K	$2.3M	$1.9M	36,202	36,202
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12030` · issuer key `iss:525`	NO CHANGE	+$232K	$1.5M	$1.7M	1,730	1,730
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15433` · issuer key `iss:1290`	NO CHANGE	+$38.5K	$1.5M	$1.5M	16,100	16,100
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:14585` · issuer key `iss:1246`	NO CHANGE	+$99.6K	$1.4M	$1.5M	26,138	26,138
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15485` · issuer key `iss:903`	NO CHANGE	+$176K	$1.2M	$1.4M	6,808	6,808
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12131` · issuer key `iss:1401`	NO CHANGE	+$71.8K	$1.3M	$1.4M	11,992	11,992
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	NO CHANGE	−$144K	$1.5M	$1.3M	6,400	6,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13768` · issuer key `iss:1651`	NO CHANGE	−$13.6K	$1.3M	$1.3M	3,900	3,900
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:13903` · issuer key `iss:354`	NO CHANGE	+$25.3K	$766K	$792K	4,767	4,767
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10761` · issuer key `iss:1839`	NO CHANGE	−$67.8K	$857K	$790K	23,373	23,373
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15633` · issuer key `iss:1086`	NO CHANGE	−$128K	$811K	$683K	2,270	2,270
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17281` · issuer key `iss:809`	NO CHANGE	+$10.9K	$558K	$569K	1,657	1,657
—	share class as filed: COM · position key `sid:sec:prov:368ef76559991e32e9690e03c15bd4be` · issuer key `cusip6:89214P`	NO CHANGE	+$4.9K	$546K	$551K	16,369	16,369
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS CLASS A · position key `pos:17429` · issuer key `iss:2052`	NO CHANGE	−$182K	$698K	$516K	2,601	2,601
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10790` · issuer key `iss:1444`	NO CHANGE	+$54.3K	$425K	$479K	17,061	17,061
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10357` · issuer key `iss:1786`	NO CHANGE	−$98.9K	$571K	$472K	1,269	1,269
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:12450` · issuer key `iss:1693`	NO CHANGE	−$108K	$563K	$455K	22,000	22,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10225` · issuer key `iss:1647`	NO CHANGE	+$24.6K	$422K	$447K	5,416	5,416
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11796` · issuer key `iss:1134`	NO CHANGE	+$27.8K	$396K	$424K	2,780	2,780
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13234` · issuer key `iss:230`	NO CHANGE	−$51.5K	$453K	$401K	8,233	8,233
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12765` · issuer key `iss:105`	NO CHANGE	−$24.2K	$369K	$345K	2,700	2,700
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11494` · issuer key `iss:1404`	NO CHANGE	+$9.7K	$334K	$344K	1,620	1,620
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS USD · position key `pos:12076` · issuer key `iss:2137`	NO CHANGE	−$29.0K	$164K	$135K	10,600	10,600

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

157 issuers · 167 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$576M

2,269,872

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows LONDON CO OF VIRGINIA reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$519M	1,082,249
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$7.2M	10

$526M

1,082,259

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$516M

3,795,637

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$488M

1,700,297

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOMINION ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$429M

6,943,525

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$392M

1,604,354

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$391M

1,892,105

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$382M

1,316,549

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$380M

395,591

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AERCAP HOLDINGS NV · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$349M

2,544,068

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTEGRIS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$347M

2,955,631

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$339M

1,746,259

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$335M

3,569,280

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$334M

2,020,161

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$316M

1,594,226

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$311M

1,489,812

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINCINNATI FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$297M

1,887,411

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMARKET CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$296M

461,027

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$293M

1,239,707

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARMSTRONG WORLD INDS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$284M

1,723,367

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$274M

508,834

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOLLAR TREE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$252M

2,300,205

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$249M

762,617

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$246M

3,176,818

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$243M

356,554

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$237M

3,592,274

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$237M

638,980

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KEYSIGHT TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$235M

833,037

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOMNIGROUP INTERNATIONAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$235M

3,177,857

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCHILL DOWNS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$233M

2,593,821

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLISON TRANSMISSION HLDGS I · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$223M

1,905,273

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$218M

4,694,013

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC · CAP STK CL C CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$214M

747,417

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$203M

2,268,061

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNIFIRST CORP MASS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$195M

775,264

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OLD DOMINION FREIGHT LINE IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$188M

964,653

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

M & T BK CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$182M

882,721

1.1%

—

MOELIS & CO · CL A CUSIP 60786M105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$166M

2,903,947

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COOPER COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$160M

2,237,145

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VULCAN MATLS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$159M

584,971

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLY FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$153M

3,904,868

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STERIS PLC · SHS USD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$148M

670,852

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RESTAURANT BRANDS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$148M

2,002,235

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POST HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$146M

1,476,638

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$142M

524,146

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBRE GROUP INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$135M

995,446

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BALL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$135M

2,277,942

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LENNOX INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$132M

283,923

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOMINOS PIZZA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$129M

360,242

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHITE MTNS INS GROUP LTD · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$126M

57,131

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$125M

1,354,123

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARTIN MARIETTA MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$112M

189,623

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATERS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$106M

355,310

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APTARGROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$104M

828,780

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIDELITY NATL INFORMATION SV · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$102M

2,164,254

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN CASTLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$98.3M

1,208,595

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRUKER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$93.3M

2,584,029

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COPART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$90.7M

2,730,705

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$86.5M

1,121,660

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AVANTOR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$85.1M

10,852,257

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAMB WESTON HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$83.2M

1,969,879

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MURPHY USA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$82.8M

167,528

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$80.9M

267,533

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

POOL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$80.3M

396,785

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPUBLIC SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$79.0M

360,886

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACI WORLDWIDE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$68.9M

1,680,581

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$68.1M

191,097

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$66.9M

724,846

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HANOVER INS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$66.2M

381,668

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CCC INTELLIGENT SOLUTIONS HL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$52.4M

8,741,590

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARZETTI COMPANY · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$49.9M

360,415

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRST INDL RLTY TR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$48.6M

839,637

0.3%

—

ISHARES TR

8 positions · 8 reported rows

Rows LONDON CO OF VIRGINIA reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$24.1M	36,908
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$15.8M	234,427
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$5.5M	22,334
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$2.3M	10,557
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$114K	320
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$6.8K	18
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$4.7K	38
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.5K	16

ticker not yet mapped

$47.9M

304,618

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CASELLA WASTE SYS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$42.3M

532,707

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DECKERS OUTDOOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$41.8M

417,824

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$41.0M

466,342

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MATSON INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$40.0M

244,282

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCH & DWIGHT CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$38.3M

409,907

0.2%

—

ACUSHNET HLDGS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$38.1M

407,979

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELEMENT SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$35.9M

1,050,175

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LANDSTAR SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$35.7M

222,509

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CREDIT ACCEP CORP MICH · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.8M

79,720

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TORO CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.8M

350,654

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HENRY JACK & ASSOC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.3M

204,641

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GATES INDL CORP PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$30.9M

1,367,486

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAIA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$30.5M

86,774

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ESSENTIAL PPTYS RLTY TR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.9M

983,262

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VONTIER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.3M

826,573

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ATLANTIC UN BANKSHARES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.3M

820,010

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZEBRA TECHNOLOGIES CORPORATI · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.9M

138,172

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRICESMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.6M

183,149

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.4M

157,076

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HAWKINS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.8M

174,415

0.2%

—

CTS CORP · COM CUSIP 126501105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$25.6M

536,460

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GRAHAM HLDGS CO · COM CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.5M

24,079

0.2%

—

REVOLVE GROUP INC · CL A CUSIP 76156B107
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.2M

1,024,590

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ATKORE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.2M

377,623

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$21.6M

23,431

0.1%

—

EPLUS INC · COM CUSIP 294268107
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$20.3M

270,005

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HAEMONETICS CORP MASS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.9M

352,807

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 54.5%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 165 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 167 / 167median book 97.5 positions

176 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open LONDON CO OF VIRGINIA's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.