LONDON CO OF VIRGINIA

CIK 0001259887 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

LONDON CO OF VIRGINIA reported 169 positions worth $17.54B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GLW (4.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$17.54B
2026 Q2
Positions
169
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.8%
Est. Net Flow (Q)
2026 Q2
10 / 169 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLWCORNING INCSH$822.5M4.69%3,220,119
2AAPLAPPLE INCSH$636.4M3.63%2,199,195
3BRK-BBERKSHIRE HATHAWAY INC DELSH$531.7M3.03%1,062,527
4NSCNORFOLK SOUTHN CORPSH$520.0M2.96%1,652,991
5DDOMINION ENERGY INCSH$466.7M2.66%6,834,123
6TXNTEXAS INSTRS INCSH$461.7M2.63%1,549,011
7ENTGENTEGRIS INCSH$447.8M2.55%2,490,787
8JNJJOHNSON & JOHNSONSH$393.6M2.24%1,549,812
9NEUNEWMARKET CORPSH$386.5M2.20%488,482
10APDAIR PRODUCTS AND CHEMICALS ISH$375.6M2.14%1,280,962

The free plan shows the top 10 positions. The remaining 159 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LONDON CO OF VIRGINIA hold as of Q2 2026?

LONDON CO OF VIRGINIA reported 169 positions worth $17.54B in its Q2 2026 13F filing. Largest positions: GLW (4.7%), AAPL (3.6%), BRK-B (3.0%), NSC (3.0%) and D (2.7%).

What did LONDON CO OF VIRGINIA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LONDON CO OF VIRGINIA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.