LONDON CO OF VIRGINIA

Position in CHDN — Churchill Downs Inc

CIK 1259887 RICHMOND, VA

Back to CHDN Full portfolio

Position in CHDN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$220,920,200

-$12,082,740 QoQ

Shares Held

2,464,527

-5.0% QoQ

Ownership

3.54%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

of 454 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in CHDN Over Time

Shares Held

Position Value (USD)

Position in Gambling

Consumer Cyclical · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $221,033,832 across 2 Gambling names. CHDN ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CHDN	Churchill Downs Inc This page	2,464,527	$220,920,200
2	BRSL	Brightstar Lottery PLC	10,600	$113,632

All Filings in CHDN

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,920,200	2,464,527	-5.0%	Shares	Sole	2026-08-14
2026-03-31	$233,002,940	2,593,821	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$298,185,862	2,620,723	-8.0%	Shares	Sole	2026-02-17
2025-09-30	$276,488,880	2,850,107	-4.8%	Shares	Sole	2025-11-14
2025-06-30	$302,401,070	2,994,070	+38.7%	Shares	Sole	2025-08-14
2025-03-31	$239,775,250	2,158,776	-3.3%	Shares	Sole	2025-05-15
2024-12-31	$298,238,086	2,233,324	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$304,016,169	2,248,474	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$302,313,013	2,165,566	+25.3%	Shares	Sole	2024-08-14
2024-03-31	$213,870,071	1,728,243	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$231,145,479	1,713,077	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$197,730,535	1,703,986	-4.7%	Shares	Sole	2023-11-14
2023-06-30	$248,760,947	1,787,461	+91.8%	Shares	Sole	2023-08-14
2023-03-31	$239,609,414	932,151	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$198,382,866	938,291	-2.0%	Shares	Sole	2023-02-14
2022-09-30	$176,245,361	957,075	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$184,714,788	964,417	-1.8%	Shares	Sole	2022-08-15
2022-03-31	$217,816,347	982,128	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$233,948,830	971,145	-4.6%	Shares	Sole	2022-02-14
2021-09-30	$244,471,303	1,018,291	+112.2%	Shares	Sole	2021-11-15
2021-06-30	$95,160,041	479,976	+7.1%	Shares	Sole	2021-08-16
2021-03-31	$101,950,566	448,292	-8.9%	Shares	Sole	2021-05-14
2020-12-31	$95,884,208	492,244	-12.2%	Shares	Sole	2021-02-16
2020-09-30	$91,867,962	560,786	-2.6%	Shares	Sole	2020-11-13
2020-06-30	$76,684,014	575,922	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$58,270,111	566,004	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.