LONDON CO OF VIRGINIA

Position in NEU — Newmarket Corp

CIK 1259887 RICHMOND, VA

Back to NEU Full portfolio

Position in NEU

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

Position Value

$386,506,497

+$91,011,242 QoQ

Shares Held

488,482

+6.0% QoQ

Ownership

5.31%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

of 423 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in NEU Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $834,206,485 across 5 Specialty Chemicals names. NEU ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEU	Newmarket Corp This page	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	167,292	$23,772,193
5	SHW	Sherwin Williams Co	3,900	$1,342,848

All Filings in NEU

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,506,497	488,482	+6.0%	Shares	Sole	2026-08-14
2026-03-31	$295,495,255	461,027	-6.5%	Shares	Sole	2026-05-15
2025-12-31	$338,695,473	492,820	-6.9%	Shares	Sole	2026-02-17
2025-09-30	$438,398,055	529,332	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$382,376,501	553,479	—	Shares	Sole	2025-08-14
2025-06-30	$382,376,501	553,479	-3.7%	Shares	Sole	2025-08-14
2025-03-31	$325,610,754	574,827	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$309,855,612	586,459	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$327,466,690	593,355	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$300,149,902	582,171	-13.4%	Shares	Sole	2024-08-14
2024-03-31	$426,507,794	672,068	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$361,139,140	661,633	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$302,457,352	664,683	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$266,560,120	662,887	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$247,060,801	676,916	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$210,364,182	676,173	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$208,439,692	692,882	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$210,311,148	698,801	-1.8%	Shares	Sole	2022-08-15
2022-03-31	$230,853,785	711,677	+2.1%	Shares	Sole	2022-05-16
2021-12-31	$238,842,938	696,904	-4.8%	Shares	Sole	2022-02-14
2021-09-30	$247,872,927	731,685	-3.7%	Shares	Sole	2021-11-15
2021-06-30	$244,640,725	759,801	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$279,560,160	735,375	+6.8%	Shares	Sole	2021-05-14
2020-12-31	$274,324,228	688,755	+14.1%	Shares	Sole	2021-02-16
2020-09-30	$206,554,176	603,395	+2.0%	Shares	Sole	2020-11-13
2020-06-30	$236,841,068	591,393	+8.2%	Shares	Sole	2020-08-14
2020-03-31	$209,228,117	546,473	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.