LONDON CO OF VIRGINIA

Position in HWKN — Hawkins Inc

CIK 1259887 RICHMOND, VA

Position in HWKN

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

Position Value

$23,772,193

-$3,017,951 QoQ

Shares Held

167,292

-4.1% QoQ

Ownership

0.801%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#19

of 335 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Basic Materials · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $834,206,485 across 5 Specialty Chemicals names. HWKN ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEU	Newmarket Corp	488,482	$386,506,497
2	APD	Air Products & Chemicals, Inc.	1,280,962	$375,552,439
3	ESI	Element Solutions Inc	984,974	$47,032,508
4	HWKN	Hawkins Inc This page	167,292	$23,772,193
5	SHW	Sherwin Williams Co	3,900	$1,342,848

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,772,193	167,292	-4.1%	Shares	Sole	2026-08-14
2026-03-31	$26,790,144	174,415	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.