Stock Taper 
LONDON CO OF VIRGINIA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Qualys, Inc. | QLYS | 428.32K | $58.95M |
 Lamb Weston Holdings, Inc. | LW | 474.14K | $20.49M |
 NewMarket Corporation | NEU | 488.48K | $386.51M |
 Cummins Inc. | CMI | 492.55K | $351.31M |
 Casella Waste Systems, Inc. | CWST | 503.14K | $48.78M |
 CTS Corporation | CTS | 513.2K | $33.46M |
 Vulcan Materials Company | VMC | 560.48K | $165.35M |
 UnitedHealth Group Incorporated | UNH | 569.13K | $236.56M |
 Microsoft Corporation | MSFT | 619.23K | $230.99M |
 Keysight Technologies, Inc. | KEYS | 621.97K | $217.73M |
 STERIS plc | STE | 641.6K | $135.1M |
 Alphabet Inc. | GOOG | 681.91K | $240.94M |
 AppFolio Inc. | APPF | 703.15K | $112.75M |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 706.16K | $14.91M |
 O'Reilly Automotive, Inc. | ORLY | 708.34K | $65.23M |
 Chubb Limited | CB | 739.33K | $251.93M |
 UniFirst Corporation | UNF | 740.21K | $195.79M |
 Vontier Corporation | VNT | 785.06K | $22.77M |
 Atlantic Union Bankshares Corporation | AUB | 785.69K | $33.24M |
 AptarGroup, Inc. | ATR | 793.03K | $99.29M |