LONDON CO OF VIRGINIA

Position in MICC — Magnum Ice Cream Co N.V.

CIK 1259887 RICHMOND, VA

Position in MICC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,278,520

+$654,696 QoQ

Shares Held

219,299

+32.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $282,362,244 across 4 Packaged Foods names. MICC ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POST	Post Holdings, Inc.	1,476,638	$145,980,432
2	LW	Lamb Weston Holdings, Inc.	1,969,879	$83,247,086
3	MZTI	Marzetti Co	360,415	$49,856,206
4	MICC	Magnum Ice Cream Co N.V. This page	219,299	$3,278,520

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,278,520	219,299	+32.5%	Shares	Sole	2026-05-15
2025-12-31	$2,623,824	165,541	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.