LONDON CO OF VIRGINIA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 2.48M | $632.50M |
 | LW | 2.39M | $138.75M |
 | ALSN | 2.24M | $190.27M |
 | PM | 2.21M | $358.71M |
 | CINF | 2.14M | $338.73M |
 | AWI | 2.14M | $418.60M |
 | CVX | 2.08M | $323.01M |
 | OTIS | 1.97M | $180.20M |
 | TXN | 1.93M | $354.19M |
 | NSC | 1.81M | $542.29M |
 | JNJ | 1.77M | $327.71M |
 | POST | 1.77M | $189.78M |
 | PGR | 1.75M | $431.87M |
 | ACIW | 1.73M | $91.45M |
 | TEL | 1.65M | $361.19M |
 | CERT | 1.55M | $19.00M |
 | PAYX | 1.52M | $192.74M |
 | APD | 1.50M | $409.53M |
 | GTES | 1.47M | $36.57M |
 | LOW | 1.36M | $341.13M |
Apple Inc.
AAPL
Shares Held
2.48M
Value
$632.50M
Lamb Weston Holdings, Inc.
LW
Shares Held
2.39M
Value
$138.75M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
2.24M
Value
$190.27M
Philip Morris International Inc.
PM
Shares Held
2.21M
Value
$358.71M
Cincinnati Financial Corporation
CINF
Shares Held
2.14M
Value
$338.73M
Armstrong World Industries, Inc.
AWI
Shares Held
2.14M
Value
$418.60M
Chevron Corporation
CVX
Shares Held
2.08M
Value
$323.01M
Otis Worldwide Corporation
OTIS
Shares Held
1.97M
Value
$180.20M
Texas Instruments Incorporated
TXN
Shares Held
1.93M
Value
$354.19M
Norfolk Southern Corporation
NSC
Shares Held
1.81M
Value
$542.29M
Johnson & Johnson
JNJ
Shares Held
1.77M
Value
$327.71M
Post Holdings, Inc.
POST
Shares Held
1.77M
Value
$189.78M
The Progressive Corporation
PGR
Shares Held
1.75M
Value
$431.87M
ACI Worldwide, Inc.
ACIW
Shares Held
1.73M
Value
$91.45M
TE Connectivity Ltd.
TEL
Shares Held
1.65M
Value
$361.19M
Certara, Inc.
CERT
Shares Held
1.55M
Value
$19.00M
Paychex, Inc.
PAYX
Shares Held
1.52M
Value
$192.74M
Air Products and Chemicals, Inc.
APD
Shares Held
1.50M
Value
$409.53M
Gates Industrial Corporation plc
GTES
Shares Held
1.47M
Value
$36.57M
Lowe's Companies, Inc.
LOW
Shares Held
1.36M
Value
$341.13M