§ 13F · FUND PROFILE
LONDON CO OF VIRGINIA.
AUM · $17.5B (13F)Positions · 169Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$146M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 3.22M | $823M | 4.7% | −15% |
| 2 | AAPL | APPLE INC | 2.20M | $636M | 3.6% | −3% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.06M | $532M | 3.0% | −2% |
| 4 | NSC | NORFOLK SOUTHN CORP | 1.65M | $520M | 3.0% | −3% |
| 5 | D | DOMINION ENERGY INC | 6.83M | $467M | 2.7% | −2% |
| 6 | TXN | TEXAS INSTRS INC | 1.55M | $462M | 2.6% | −11% |
| 7 | ENTG | ENTEGRIS INC | 2.49M | $448M | 2.6% | −16% |
| 8 | JNJ | JOHNSON & JOHNSON | 1.55M | $394M | 2.2% | −3% |
| 9 | NEU | NEWMARKET CORP | 488K | $387M | 2.2% | +6% |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | 1.28M | $376M | 2.1% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONDON SIGNAL
AC read
LONDON CO OF VIRGINIA is a Other fund managing $17.5 billion in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →