LONDON CO OF VIRGINIA

Position in NEU — Newmarket Corp

CIK 1259887 RICHMOND, VA

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Position in NEU

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

Position Value

$295,495,255

-$43,200,218 QoQ

Shares Held

461,027

-6.5% QoQ

Ownership

5.01%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93.98690315317758.ToString("F0")% Shared 0.1290596863090448.ToString("F0")% None 5.884037160513376.ToString("F0")%

Common Shares in NEU Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $742,148,243 across 6 Specialty Chemicals names. NEU ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc.	1,316,549	$382,444,319
2	NEU	Newmarket Corp This page	461,027	$295,495,255
3	ESI	Element Solutions Inc	1,050,175	$35,852,974
4	HWKN	Hawkins Inc	174,415	$26,790,144
5	SHW	Sherwin Williams Co	3,900	$1,250,145
6	NGVT	Ingevity Corp	4,428	$315,406

All Filings in NEU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	0.0%	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.