Position in ESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,032,508
+$11,179,534 QoQ
Shares Held
984,974
-6.2% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#57
of 501 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 1%
None 3%
Common Shares in ESI Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026LONDON CO OF VIRGINIA holds $834,206,485 across 5 Specialty Chemicals names. ESI ranks #3 (5.6% of the industry book) .
All Filings in ESI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,032,508 | 984,974 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,852,974 | 1,050,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,139,240 | 1,005,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,110,405 | 1,315,471 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,112,747 | 1,285,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,322,542 | 1,341,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,799,611 | 1,171,829 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||