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13F-HR filed by LONDON CO OF VIRGINIA

LONDON CO OF VIRGINIA filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 175 holding rows worth $17,551,523,951.

Accession
0001398344-25-009459
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 175 entries on the cover page, a total value of $17,551,523,951 stated on the cover page (in dollars after the unit check, H1), rows summing to $17,551,523,951 with VALUE read as dollars as filed, 13F file number 028-10665. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM1,225,497$652,675,078dollars as filed
Apple Inc037833100COM2,601,848$577,948,378dollars as filed
Progressive Corporation743315103COM1,822,405$515,758,704dollars as filed
AIR PRODS & CHEMS INC009158106COM1,559,770$460,007,390dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock5,899,477$440,572,925dollars as filed
BlackRock,Inc.09290D101COM453,280$429,020,026dollars as filed
Philip Morris International Inc.718172109COM2,697,088$428,108,788dollars as filed
ARMSTRONG WORLD INDS INC NEW04247X102COM2,719,044$383,058,926dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,594,873$377,745,665dollars as filed
Texas Instruments Incorporated882508104COM2,018,714$362,762,952dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock3,417,307$349,146,286dollars as filed
Charles Schwab Corp808513105COM4,428,386$346,654,060dollars as filed
CINCINNATI FINL CORP COM172062101Stock2,282,144$337,118,251dollars as filed
ENTEGRIS INC COM29362U104Stock3,810,076$333,305,414dollars as filed
Lowes Companies,Inc.548661107COM1,414,469$329,896,515dollars as filed
NEWMARKET CORP COM651587107Stock574,827$325,610,966dollars as filed
CROWN CASTLE INC COM22822V101REIT3,034,244$316,259,212dollars as filed
Johnson & Johnson478160104COM1,858,038$308,136,975dollars as filed
Starbucks Corporation855244109COM2,934,738$287,868,498dollars as filed
Chevron Corporation166764100COM1,650,808$276,163,690dollars as filed
Microsoft Corp594918104COM726,320$272,653,025dollars as filed
POST HLDGS INC737446104COM2,264,498$263,497,017dollars as filed
Altria Group Inc02209S103COM4,128,864$247,814,440dollars as filed
PAYCHEX INC704326107COM1,589,519$245,230,914dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock1,702,293$240,568,023dollars as filed
CHURCHILL DOWNS INC171484108COM2,158,776$239,775,270dollars as filed
ALLISON TRANSMISSION HLDGS I01973R101COM2,451,905$234,573,760dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock3,779,785$226,333,508dollars as filed
Cisco Systems,Inc.17275R102COM3,656,237$225,626,366dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock2,153,047$222,194,467dollars as filed
WATERS CORP COM941848103Stock597,348$220,164,506dollars as filed
DOMINION ENERGY INC COM25746U109Stock3,793,254$212,687,726dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock410,293$210,074,309dollars as filed
FASTENAL CO COM311900104Stock2,708,458$210,040,900dollars as filed
CORNING INC219350105COM4,553,526$208,460,408dollars as filed
LENNOX INTL INC COM526107107Stock369,783$207,385,291dollars as filed
MOELIS & CO60786M105CL A3,543,210$206,781,731dollars as filed
M & T BK CORP COM55261F104Stock1,138,583$203,521,712dollars as filed
COPART INC COM217204106Stock3,524,015$199,423,982dollars as filed
STERIS PLC SHS USDG8473T100Stock864,582$195,957,587dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,176,799$194,701,413dollars as filed
ALLY FINL INC COM02005N100Stock5,045,796$184,020,168dollars as filed
VULCAN MATLS CO COM929160109Stock753,905$175,886,113dollars as filed
BRUKER CORP116794108COM4,138,969$172,760,575dollars as filed
UNIFIRST CORP MASS904708104COM980,110$170,539,148dollars as filed
CBRE GROUP INC CL A12504L109Stock1,277,702$167,097,903dollars as filed
POOL CORP COM73278L105Stock514,608$163,825,359dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,070,102$160,269,141dollars as filed
APTARGROUP INC COM038336103Stock1,062,987$157,726,014dollars as filed
BALL CORP058498106COM2,925,296$152,320,171dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM965,293$150,807,725dollars as filed
DOLLAR TREE INC COM256746108Stock1,881,179$141,220,090dollars as filed
AMPHENOL CORP NEW032095101COM2,129,022$139,642,543dollars as filed
LAMB WESTON HLDGS INC513272104COM2,526,447$134,659,637dollars as filed
United Parcel Service,Inc. Class B911312106COM1,213,848$133,511,185dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM69,158$133,184,648dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR1,077,157$112,875,261dollars as filed
Comcast Corp20030N101COM3,039,652$112,163,167dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock1,717,946$111,030,827dollars as filed
Visa Inc92826C839COM308,916$108,262,701dollars as filed
MURPHY USA INC COM626755102Stock206,012$96,786,425dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock186,723$89,277,919dollars as filed
FISERV INC337738108COM394,226$87,056,928dollars as filed
HANOVER INS GROUP INC COM410867105Stock469,362$81,645,542dollars as filed
REPUBLIC SVCS INC COM760759100Stock335,593$81,267,201dollars as filed
MARZETTI COMPANY513847103COM453,237$79,316,518dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock53,437$76,552,777dollars as filed
CASELLA WASTE SYS INC147448104CL A652,143$72,720,490dollars as filed
Chubb LimitedH1467J104COM236,974$71,563,778dollars as filed
QUALYS INC COM74758T303Stock467,975$58,932,036dollars as filed
FEDEX CORP COM31428X106Stock224,123$54,636,705dollars as filed
CREDIT ACCEP CORP MICH225310101COM103,120$53,246,222dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock479,446$52,782,210dollars as filed
FIRST INDL RLTY TR INC COM32054K103REIT976,611$52,697,947dollars as filed
ACI WORLDWIDE INC COM004498101Stock911,731$49,880,820dollars as filed
HENRY JACK & ASSOC INC426281101COM264,477$48,293,423dollars as filed
BROWN FORMAN CORP CL B115637209Stock1,399,152$47,487,226dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock191,629$46,462,258dollars as filed
AXALTA COATING SYS LTD COMG0750C108Stock1,370,295$45,452,670dollars as filed
DECKERS OUTDOOR CORP243537107COM342,834$38,332,258dollars as filed
LANDSTAR SYS INC COM515098101Stock247,476$37,170,841dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock129,668$36,638,903dollars as filed
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT1,104,272$36,043,447dollars as filed
MATSON INC COM57686G105Stock273,317$35,031,075dollars as filed
ACUSHNET HLDGS CORP005098108COM459,199$31,528,629dollars as filed
TORO CO891092108COM423,572$30,814,894dollars as filed
VONTIER CORPORATION928881101COM931,093$30,586,418dollars as filed
ELEMENT SOLUTIONS INC COM28618M106Stock1,341,112$30,322,544dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock917,847$28,581,749dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock3,143,832$28,388,806dollars as filed
GATES INDL CORP PLCG39108108ORD SHS1,535,885$28,275,638dollars as filed
ATKORE INC047649108COMMON STOCK457,406$27,439,811dollars as filed
GRAHAM HLDGS CO COM CL B384637104Stock27,194$26,129,379dollars as filed
CTS CORP126501105COM606,025$25,180,349dollars as filed
REVOLVE GROUP INC CL A76156B107Stock1,148,482$24,680,887dollars as filed
TREX CO INC89531P105COM422,864$24,568,402dollars as filed
SAIA INC78709Y105COM69,500$24,285,529dollars as filed
REYNOLDS CONSUMER PRODS INC COM76171L106Stock993,778$23,711,551dollars as filed
VAIL RESORTS INC COM91879Q109Stock147,803$23,651,428dollars as filed
IJH464287507COM349,141$20,372,384dollars as filed
Eli Lilly and Company532457108COM23,799$19,655,832dollars as filed
INGEVITY CORP COM45688C107Stock491,078$19,441,779dollars as filed
Home Depot, Inc437076102COM51,471$18,863,607dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS33,536$18,843,659dollars as filed
PRICESMART INC COM741511109Stock207,442$18,223,798dollars as filed
ENOVIS CORPORATION194014502COM476,224$18,196,517dollars as filed
EPLUS INC294268107COM289,565$17,672,143dollars as filed
HAEMONETICS CORP MASS COM405024100Stock275,820$17,528,382dollars as filed
NVIDIA Corp67066G104COM159,200$17,254,096dollars as filed
ALEXANDER & BALDWIN INC NEW014491104COM891,894$15,367,325dollars as filed
CERTARA INC COM15687V109Stock1,470,676$14,559,696dollars as filed
Cannae Holdings, Inc.13765N107Common Stock, $0.0001 par value780,410$14,304,913dollars as filed
LIBERTY MEDIA CORP DEL531229722COM LBTY LIV S C205,619$14,010,879dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock706,163$13,388,850dollars as filed
Coca-Cola Company191216100COM173,283$12,410,528dollars as filed
CARMAX INC COM143130102Stock157,977$12,309,541dollars as filed
MARTEN TRANSPORT LTD573075108COM876,071$12,019,691dollars as filed
DOUBLEVERIFY HLDGS INC COM25862V105Stock810,821$10,840,679dollars as filed
iShares Russell 2000 ETF464287655SHS48,358$9,646,966dollars as filed
CABLE ONE INC12685J105COM32,781$8,712,263dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF43,719$8,226,167dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A10$7,984,416dollars as filed
Deere & Company244199105COM14,908$6,997,070dollars as filed
NIKE,Inc. Class B654106103COM109,275$6,936,777dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock642,744$5,591,873dollars as filed
PENSKE AUTOMOTIVE GRP INC COM70959W103Stock21,881$3,150,491dollars as filed
CSX Corporation126408103COM105,934$3,117,638dollars as filed
Bristol-Myers Squibb Company110122108COM45,746$2,790,049dollars as filed
TREDEGAR CORP894650100COM310,198$2,388,522dollars as filed
Duke Energy Corporation26441C204COM16,961$2,068,733dollars as filed
Wells Fargo & Company949746101COM28,305$2,032,016dollars as filed
Pfizer Inc.717081103COM76,267$1,932,605dollars as filed
GATX CORP COM361448103Stock12,438$1,931,248dollars as filed
Mondelez International,Inc. Class A609207105COM26,260$1,781,741dollars as filed
EXXON MOBIL CORP30231G102COM13,988$1,663,593dollars as filed
Costco Wholesale Corporation22160K105COM1,730$1,636,199dollars as filed
Netflix, Inc64110L106COM1,610$1,501,373dollars as filed
SHERWIN WILLIAMS CO824348106COM3,900$1,361,841dollars as filed
Merck & Co.,Inc.58933Y105COM14,842$1,332,211dollars as filed
Amazon.com, Inc023135106COM6,400$1,217,664dollars as filed
PACCAR INC COM693718108Stock11,992$1,167,661dollars as filed
HERSHEY CO COM427866108Stock6,808$1,164,372dollars as filed
MARKELGROUPINC570535104STOK607$1,134,853dollars as filed
UDR INC COM902653104REIT23,373$1,055,758dollars as filed
TARGET CORP COM87612E106Stock9,822$1,025,065dollars as filed
CRH PLC ORDG25508105Stock9,778$860,171dollars as filed
Accenture Plc Class AG1151C101COM2,601$811,616dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,421$742,750dollars as filed
LPL FINL HLDGS INC COM50212V100Stock2,270$742,608dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock2,191$740,448dollars as filed
SPY78462F103SHS1,173$655,967dollars as filed
TOWNEBANK PORTSMOUTH VA89214P109COM16,369$559,656dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR22,000$558,580dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,941$529,078dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock4,767$488,141dollars as filed
Verizon Communications Inc92343V104COM10,611$481,306dollars as filed
ALCON AG ORD SHSH01301128Stock4,822$454,253dollars as filed
SERVICE CORP INTL COM817565104Stock5,661$454,012dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,722$451,852dollars as filed
Vanguard Small-Cap ETF922908751SHS1,899$421,093dollars as filed
Bank of America Corp060505104COM8,898$371,314dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock2,780$363,012dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock2,700$354,618dollars as filed
ROBERT HALF INC. COM770323103Stock6,100$332,755dollars as filed
ICON PUB LTD CO SHSG4705A100Stock1,885$329,865dollars as filed
PACKAGING CORP AMER COM695156109Stock1,620$320,792dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,566$297,634dollars as filed
BURFORD CAPITAL LIMITEDG17977110ORD SHS21,481$283,764dollars as filed
Vanguard Extended Market ETF922908652SHS1,136$195,601dollars as filed
INTERNATIONAL GAME TECHNOLOGG4863A108SHS USD10,600$172,356dollars as filed
Vanguard Mid-Cap ETF922908629SHS295$76,289dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF231$73,260dollars as filed
BRANDYWINE RLTY TR105368203SH BEN INT NEW12,860$57,356dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS202$21,129dollars as filed
iShares Russell Midcap ETF464287499SHS2$148dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-25-009459this filing2025-05-15acceptance time not in the bulk data set