LONDON CO OF VIRGINIA

Position in PM — Philip Morris International Inc.

CIK 1259887 RICHMOND, VA

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Position in PM

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

Position Value

$353,092,177

+$19,078,758 QoQ

Shares Held

1,951,756

-3.4% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#66

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $602,329,567 across 2 Tobacco names. PM ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	1,951,756	$353,092,177
2	MO	Altria Group, Inc.	3,464,036	$249,237,390

All Filings in PM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,092,177	1,951,756	-3.4%	Shares	Sole	2026-08-14
2026-03-31	$334,013,419	2,020,161	-6.4%	Shares	Sole	2026-05-15
2025-12-31	$346,144,804	2,158,010	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$358,708,219	2,211,518	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$405,935,532	2,228,823	-17.4%	Shares	Sole	2025-08-14
2025-03-31	$428,108,778	2,697,088	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$335,413,043	2,786,980	-5.5%	Shares	Sole	2025-02-14
2024-09-30	$358,172,854	2,950,353	-6.5%	Shares	Sole	2024-11-14
2024-06-30	$319,820,583	3,156,228	-4.5%	Shares	Sole	2024-08-14
2024-03-31	$302,844,229	3,305,438	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$322,122,487	3,423,921	+10.1%	Shares	Sole	2024-02-14
2023-09-30	$287,956,480	3,110,353	+52.2%	Shares	Sole	2023-11-14
2023-06-30	$199,484,712	2,043,482	-2.4%	Shares	Sole	2023-08-14
2023-03-31	$203,577,217	2,093,339	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$218,318,471	2,157,084	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$178,016,937	2,144,524	+3.5%	Shares	Sole	2022-11-14
2022-06-30	$204,598,265	2,072,091	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$202,647,180	2,157,198	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$199,124,180	2,096,044	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$199,166,776	2,101,137	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$204,499,609	2,063,360	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$180,940,505	2,038,996	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$167,136,452	2,018,800	+1.4%	Shares	Sole	2021-02-16
2020-09-30	$149,357,208	1,991,695	+2.2%	Shares	Sole	2020-11-13
2020-06-30	$136,577,205	1,949,432	+125.9%	Shares	Sole	2020-08-14
2020-03-31	$62,965,136	863,009	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.