Stock Taper 
LONDON CO OF VIRGINIA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 619.23K | $230.99M |
 UnitedHealth Group Incorporated | UNH | 569.13K | $236.56M |
 Vulcan Materials Company | VMC | 560.48K | $165.35M |
 CTS Corporation | CTS | 513.2K | $33.46M |
 Casella Waste Systems, Inc. | CWST | 503.14K | $48.78M |
 Cummins Inc. | CMI | 492.55K | $351.31M |
 NewMarket Corporation | NEU | 488.48K | $386.51M |
 Lamb Weston Holdings, Inc. | LW | 474.14K | $20.49M |
 Qualys, Inc. | QLYS | 428.32K | $58.95M |
 Deckers Outdoor Corporation | DECK | 397.14K | $39.45M |
 Church & Dwight Co., Inc. | CHD | 393.93K | $38.16M |
 Acushnet Holdings Corp. | GOLF | 390.11K | $46.24M |
 Atkore Inc. | ATKR | 386.83K | $29.41M |
 Enovis Corporation | ENOV | 386.4K | $8M |
 BlackRock, Inc. | BLK | 383.1K | $368.39M |
 Pool Corporation | POOL | 379.15K | $81.48M |
 The Hanover Insurance Group, Inc. | THG | 360.8K | $77.26M |
 Northrop Grumman Corporation | NOC | 344.29K | $175.36M |
 Waters Corporation | WAT | 340.77K | $127.8M |
 Haemonetics Corporation | HAE | 340.57K | $25.54M |