EdgeMarket › What London Co Of Virginia reported owning

What London Co Of Virginia reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

16.2B

Positions

167

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
AAPL
Apple Inc.
576.1M3.5%2.3M309.35+36.9%
unmapped CUSIP 084670702518.6M3.2%1.1M
GLW
CORNING INC /NY
516.1M3.2%3.8M149.84+132.0%
NSC
NORFOLK SOUTHERN CORP
488.0M3.0%1.7M350.72+22.8%
D
DOMINION ENERGY, INC
429.2M2.6%6.9M66.60+8.3%
JNJ
JOHNSON & JOHNSON
392.2M2.4%1.6M270.24+51.1%
CVX
CHEVRON CORP
391.5M2.4%1.9M205.27+34.0%
APD
Air Products & Chemicals, Inc.
382.5M2.4%1.3M305.10+4.4%
BLK
BlackRock, Inc.
380.5M2.3%395.6K1,156.55+2.5%
AER
AerCap Holdings N.V.
349.0M2.2%2.5M146.29+26.4%
ENTG
ENTEGRIS INC
346.5M2.1%3.0M143.66+80.9%
TXN
TEXAS INSTRUMENTS INC
339.0M2.1%1.7M264.36+31.7%
SCHW
SCHWAB CHARLES CORP
335.4M2.1%3.6M112.30+17.6%
PM
Philip Morris International Inc.
334.0M2.1%2.0M188.23+8.9%
PGR
PROGRESSIVE CORP/OH/
316.0M1.9%1.6M219.28-13.2%
TEL
TE Connectivity plc
311.4M1.9%1.5M203.52+1.0%
CINF
CINCINNATI FINANCIAL CORP
297.0M1.8%1.9M168.29+9.5%
NEU
NEWMARKET CORP
295.5M1.8%461.0K937.34+18.5%
LOW
LOWES COMPANIES INC
292.9M1.8%1.2M216.09-16.0%
AWI
ARMSTRONG WORLD INDUSTRIES INC
284.0M1.7%1.7M178.54-7.9%
CMI
CUMMINS INC
273.8M1.7%508.8K587.68+48.3%
DLTR
DOLLAR TREE, INC.
251.9M1.6%2.3M131.48+16.0%
CB
Chubb Ltd
248.6M1.5%762.6K340.99+21.9%
CSCO
CISCO SYSTEMS, INC.
246.5M1.5%3.2M111.04+65.5%
NOC
NORTHROP GRUMMAN CORP /DE/
243.3M1.5%356.6K551.03-7.0%
MO
ALTRIA GROUP, INC.
237.1M1.5%3.6M66.09-2.2%
MSFT
MICROSOFT CORP
236.5M1.5%639.0K483.24-4.4%
KEYS
Keysight Technologies, Inc.
235.2M1.4%833.0K316.13+99.4%
SGI
SOMNIGROUP INTERNATIONAL INC.
234.9M1.4%3.2M64.71-20.1%
CHDN
Churchill Downs Inc
233.0M1.4%2.6M93.71-8.6%
ALSN
Allison Transmission Holdings Inc
223.0M1.4%1.9M133.23+52.6%
FAST
FASTENAL CO
217.8M1.3%4.7M51.26+3.5%
GOOG
Alphabet Inc.
214.4M1.3%747.4K341.75+70.7%
SBUX
STARBUCKS CORP
203.2M1.3%2.3M107.08+19.6%
UNF
UNIFIRST CORP
195.1M1.2%775.3K290.25+66.9%
ODFL
OLD DOMINION FREIGHT LINE, INC.
188.5M1.2%964.7K206.47+37.4%
MTB
M&T BANK CORP
182.5M1.1%882.7K240.34+24.4%
MC
Moelis & Co
165.5M1.0%2.9M68.29-2.9%
COO
COOPER COMPANIES, INC.
160.0M1.0%2.2M76.22+3.7%
VMC
Vulcan Materials CO
159.3M1.0%585.0K276.04-3.6%
ALLY
Ally Financial Inc.
153.2M0.9%3.9M42.93+12.3%
STE
STERIS plc
148.3M0.9%670.9K237.93-4.7%
QSR
Restaurant Brands International Inc.
148.0M0.9%2.0M80.86+26.8%
POST
Post Holdings, Inc.
146.0M0.9%1.5M80.50-27.2%
UNH
UNITEDHEALTH GROUP INC
141.8M0.9%524.1K390.11+30.1%
CBRE
CBRE GROUP, INC.
134.8M0.8%995.4K152.10-5.4%
BALL
BALL Corp
134.6M0.8%2.3M63.59+19.7%
LII
LENNOX INTERNATIONAL INC
131.8M0.8%283.9K402.87-31.6%
DPZ
DOMINOS PIZZA INC
129.3M0.8%360.2K341.85-22.8%
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
125.5M0.8%57.1K2,110.95+14.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →