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 CMI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,762,868 | 508,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,998,755 | 542,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,718,517 | 548,615 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||