LONDON CO OF VIRGINIA
Top Portfolio Positions
152 positions ·
$15,942,570,724 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,269,872 | $576,070,814 | 3.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,082,249 | $518,613,720 | 3.25% | |
| GLW |
Corning Inc /Ny
Technology
|
3,795,637 | $516,092,762 | 3.24% | |
| NSC |
Norfolk Southern Corp
Industrials
|
1,700,297 | $487,985,239 | 3.06% | |
| D |
Dominion Energy, Inc
Utilities
|
6,943,525 | $429,248,715 | 2.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,604,354 | $392,168,291 | 2.46% | |
| CVX |
Chevron Corp
Energy
|
1,892,105 | $391,476,524 | 2.46% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
1,316,549 | $382,444,319 | 2.40% | |
| BLK |
BlackRock, Inc.
Financial Services
|
395,591 | $380,443,820 | 2.39% | |
| AER |
AerCap Holdings N.V.
Industrials
|
2,544,068 | $348,995,248 | 2.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALSN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,031,257 | 1,905,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205,588,825 | 2,099,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $190,273,628 | 2,241,678 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,280,739 | 2,350,571 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,573,751 | 2,451,905 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $276,169,374 | 2,555,704 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $246,957,638 | 2,570,601 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $191,058,667 | 2,517,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $201,780,560 | 2,486,207 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $142,826,808 | 2,456,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $142,576,391 | 2,414,094 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,813,945 | 2,387,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,786,004 | 2,537,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $106,419,206 | 2,558,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $87,502,982 | 2,591,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $100,340,350 | 2,609,632 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $103,784,516 | 2,643,518 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $94,168,564 | 2,590,607 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $95,086,384 | 2,692,140 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $114,173,059 | 2,873,001 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $114,345,762 | 2,800,533 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $119,821,307 | 2,778,143 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $93,716,552 | 2,666,948 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $91,278,654 | 2,481,747 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $64,035,996 | 1,963,692 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||