Q2 2026 13F · SEC CIK 1259887

London Co of Virginia

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $17.5B
Reported positions: 169
Top holdings a year, 3 yrs: +15.5%
Assets under management: $14.9B

London Co of Virginia is an asset manager that reported 169 positions worth $17.5B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Corning Inc. (GLW, 4.7%), Apple Inc (AAPL, 3.6%), Berkshire Hathaway Inc Del (BRK-B, 3.0%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.

London Co of Virginia holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

London Co of Virginia 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLWCorning Inc.	4.7%	3.2%	3,220,119	-15.2%	$822.5M
AAPLApple Inc	3.6%	3.5%	2,199,195	-3.1%	$636.4M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.2%	1,062,527	-1.8%	$531.7M
NSCNorfolk Southn Corp	3.0%	3.0%	1,652,991	-2.8%	$520.0M
DDominion Energy Inc	2.7%	2.6%	6,834,123	-1.6%	$466.7M
TXNTexas Instruments Inc	2.6%	2.1%	1,549,011	-11.3%	$461.7M
ENTGEntegris Inc Com	2.6%	2.1%	2,490,787	-15.7%	$447.8M
JNJJohnson & Johnson	2.2%	2.4%	1,549,812	-3.4%	$393.6M
NEUNewmarket Corp	2.2%	1.8%	488,482	+6.0%	$386.5M
APDAir Products and Chemicals Inc	2.1%	2.4%	1,280,962	-2.7%	$375.6M
BLKBlackrock Inc	2.1%	2.3%	383,099	-3.2%	$368.4M
CSCOCisco Sys Inc	2.1%	1.5%	3,084,363	-2.9%	$362.3M
AERAercap Holdings NV	2.0%	2.1%	2,423,092	-4.8%	$353.3M
PMPhilip Morris Intl Inc Com	2.0%	2.1%	1,951,756	-3.4%	$353.1M
CMICummins Inc	2.0%	1.7%	492,548	-3.2%	$351.3M
PGRProgressive Corp.	1.9%	1.9%	1,548,853	-2.8%	$338.4M
CINFCincinnati Financial Corporation	1.9%	1.8%	1,816,988	-3.7%	$336.4M
SCHWSchwab Charles Corp	1.8%	2.1%	3,452,804	-3.3%	$318.6M
RSGRepublic Svcs Inc	1.8%	—	1,494,982	—	$318.6M
CVXChevron Corp New	1.7%	2.4%	1,827,459	-3.4%	$302.9M
TPXSomnigroup International Inc	1.7%	1.4%	3,764,607	+18.5%	$295.1M
DLTRDollar Tree Inc	1.5%	1.6%	2,203,154	-4.2%	$266.5M
LOWLowes Cos Inc	1.5%	1.8%	1,199,624	-3.2%	$264.5M
AWIArmstrong World Inds Inc.	1.5%	1.8%	1,644,407	-4.6%	$263.8M
CBChubb Limited Com	1.4%	1.5%	739,329	-3.1%	$251.9M
MOAltria Group Inc	1.4%	1.5%	3,464,036	-3.6%	$249.2M
GOOGAlphabet Inc	1.4%	1.3%	681,915	-8.8%	$240.9M
UNHUnitedhealth Group Inc Com	1.3%	0.9%	569,127	+8.6%	$236.6M
MSFTMicrosoft Corp	1.3%	1.5%	619,232	-3.1%	$231.0M
SBUXStarbucks Corp Com	1.3%	1.3%	2,192,437	-3.3%	$224.0M
CHDNChurchill Downs Inc	1.3%	1.4%	2,464,527	-5.0%	$220.9M
FASTFastenal Co	1.2%	1.3%	4,539,273	-3.3%	$218.0M
KEYSKeysight Technologies Inc Com	1.2%	1.4%	621,965	-25.3%	$217.7M
TELTe Connectivity PLC	1.2%	1.9%	1,059,687	-28.9%	$213.6M
COOCooper Cos Inc	1.2%	1.0%	2,898,075	+29.5%	$207.8M
ALSNAllison Transmission	1.2%	1.4%	1,824,581	-4.2%	$205.7M
ODFLOld Dominion Freight Line in	1.2%	1.2%	935,031	-3.1%	$202.5M
MTBM & T Bk Corp	1.1%	1.1%	845,405	-4.2%	$201.2M
UNFUnifirst Corp Mass	1.1%	1.2%	740,213	-4.5%	$195.8M
MCMoelis & Co	1.0%	1.0%	2,791,199	-3.9%	$182.6M
NOCNorthrop Grumman Corp	1.0%	1.5%	344,289	-3.4%	$175.4M
ALLYAlly Financial	1.0%	0.9%	3,739,890	-4.2%	$171.8M
VMCVulcan Matls Co Com	0.9%	1.0%	560,475	-4.2%	$165.3M
LIILennox Intl Inc	0.9%	0.8%	271,899	-4.2%	$155.8M
BRKRBruker Corp	0.9%	—	2,480,357	—	$149.3M
QSRRestaurant Brands Intl Inc Com	0.8%	0.9%	1,960,645	-2.1%	$142.2M
BALLBall Corp	0.8%	0.8%	2,181,441	-4.2%	$136.1M
STESteris Corp	0.8%	0.9%	641,604	-4.4%	$135.1M
PAYXPaychex Inc	0.7%	—	1,326,406	—	$130.4M
CBRECBRE Group, Inc. Class A	0.7%	0.8%	953,764	-4.2%	$128.5M

What London Co of Virginia bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

COO Cooper Cos Inc+29.5% shares
TPX Somnigroup International Inc+18.5% shares
UNH Unitedhealth Group Inc Com+8.6% shares
NEU Newmarket Corp+6.0% shares

Reduced

TEL Te Connectivity PLC-28.9% shares
KEYS Keysight Technologies Inc Com-25.3% shares
ENTG Entegris Inc Com-15.7% shares
GLW Corning Inc.-15.2% shares
TXN Texas Instruments Inc-11.3% shares
GOOG Alphabet Inc-8.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +15.5% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$17.5B	169
Q1 2026	$16.2B	167
Q4 2025	$17.3B	170
Q3 2025	$18.1B	174
Q2 2025	$17.7B	174
Q1 2025	$17.6B	175
Q4 2024	$18.3B	169
Q3 2024	$19.0B	169
Q2 2024	$17.8B	171
Q1 2024	$19.0B	167
Q4 2023	$17.8B	165
Q3 2023	$16.7B	168

Questions about London Co of Virginia's portfolio

What stocks does London Co of Virginia own?

London Co of Virginia's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 169 positions worth $17.5B. The largest are Corning Inc. (GLW) at 4.7%, Apple Inc (AAPL) at 3.6%, Berkshire Hathaway Inc Del (BRK-B) at 3.0%, Norfolk Southn Corp (NSC) at 3.0% and Dominion Energy Inc (D) at 2.7%.

What did London Co of Virginia buy last quarter?

In Q2 2026, London Co of Virginia added Cooper Cos Inc (COO) (+29.5% shares), Somnigroup International Inc (TPX) (+18.5% shares) and Unitedhealth Group Inc Com (UNH) (+8.6% shares), compared with its Q1 2026 filing.

What did London Co of Virginia sell last quarter?

In Q2 2026, London Co of Virginia cut from its top 50 Post Hldgs Inc (POST), cut from its top 50 Dominos Pizza Inc (DPZ), cut from its top 50 White Mtns Ins Group Ltd (WTM), Te Connectivity PLC (TEL) (-28.9% shares), Keysight Technologies Inc Com (KEYS) (-25.3% shares) and Entegris Inc Com (ENTG) (-15.7% shares), compared with its Q1 2026 filing.

How has London Co of Virginia's portfolio performed?

A portfolio copying London Co of Virginia's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is London Co of Virginia's next 13F filing due?

13F filings are due 45 days after each quarter ends. London Co of Virginia's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does London Co of Virginia manage?

London Co of Virginia reported $14.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $17.5B.