LONDON CO OF VIRGINIA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STE | 790K | $195.50M |
 | ORLY | 778K | $83.89M |
 | CB | 725K | $204.78M |
 | NCLH | 706K | $17.39M |
 | MSFT | 699K | $362.13M |
 | VMC | 690K | $212.16M |
 | UNH | 636K | $219.45M |
 | CWST | 625K | $59.34M |
 | GLDD | 584K | $7.01M |
 | CTS | 579K | $23.14M |
 | WAT | 556K | $166.65M |
 | APH | 555K | $68.62M |
 | CMI | 549K | $231.73M |
 | DECK | 532K | $53.96M |
 | NEU | 529K | $438.41M |
 | POOL | 471K | $146.13M |
 | NGVT | 469K | $25.91M |
 | CHD | 461K | $40.36M |
 | ENOV | 458K | $13.89M |
 | QLYS | 456K | $60.28M |
STERIS plc
STE
Shares Held
790K
Value
$195.50M
O'Reilly Automotive, Inc.
ORLY
Shares Held
778K
Value
$83.89M
Chubb Limited
CB
Shares Held
725K
Value
$204.78M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
706K
Value
$17.39M
Microsoft Corporation
MSFT
Shares Held
699K
Value
$362.13M
Vulcan Materials Company
VMC
Shares Held
690K
Value
$212.16M
UnitedHealth Group Incorporated
UNH
Shares Held
636K
Value
$219.45M
Casella Waste Systems, Inc.
CWST
Shares Held
625K
Value
$59.34M
Great Lakes Dredge & Dock Corporation
GLDD
Shares Held
584K
Value
$7.01M
CTS Corporation
CTS
Shares Held
579K
Value
$23.14M
Waters Corporation
WAT
Shares Held
556K
Value
$166.65M
Amphenol Corporation
APH
Shares Held
555K
Value
$68.62M
Cummins Inc.
CMI
Shares Held
549K
Value
$231.73M
Deckers Outdoor Corporation
DECK
Shares Held
532K
Value
$53.96M
NewMarket Corporation
NEU
Shares Held
529K
Value
$438.41M
Pool Corporation
POOL
Shares Held
471K
Value
$146.13M
Ingevity Corporation
NGVT
Shares Held
469K
Value
$25.91M
Church & Dwight Co., Inc.
CHD
Shares Held
461K
Value
$40.36M
Enovis Corporation
ENOV
Shares Held
458K
Value
$13.89M
Qualys, Inc.
QLYS
Shares Held
456K
Value
$60.28M