§ 13F · FUND PROFILE
LONDON CO OF VIRGINIA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 167Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$306M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 2.27M | $576M | 3.5% | −6% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.08M | $519M | 3.2% | +9% |
| 3 | GLW | CORNING INC | 3.80M | $516M | 3.2% | −35% |
| 4 | NSC | NORFOLK SOUTHN CORP | 1.70M | $488M | 3.0% | −6% |
| 5 | D | DOMINION ENERGY INC | 6.94M | $429M | 2.6% | +45% |
| 6 | JNJ | JOHNSON & JOHNSON | 1.60M | $392M | 2.4% | −7% |
| 7 | CVX | CHEVRON CORPORATION | 1.89M | $391M | 2.4% | −5% |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | 1.32M | $382M | 2.4% | −3% |
| 9 | BLK | BLACKROCK INC | 396K | $380M | 2.3% | −6% |
| 10 | AER | AERCAP HOLDINGS NV | 2.54M | $349M | 2.2% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONDON SIGNAL
AC read
LONDON CO OF VIRGINIA is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed