All Stocks Held By London Co. of Virginia

As of 12/31/2023, we find all stocks held by London Co. of Virginia to be as follows, presented in the table below with each row detailing each London Co. of Virginia position, ordered by largest to smallest position size. The all-stocks-held-by-London Co. of Virginia table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by London Co. of Virginia as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
APPLE INC	3,682,773	-373,636	$709,044
AAPL	3,682,773	-373,636	$709,044
BERKSHIRE HATHAWAY INC DEL			$550,886
BRK.B	1,529,356	-81,947	$545,460
BRK.A	10	UNCH	$5,426
BLACKROCK INC	600,031	-34,573	$487,105
BLK	600,031	-34,573	$487,105
NORFOLK SOUTHN CORP	1,863,824	-113,047	$440,571
NSC	1,863,824	-113,047	$440,571
TEXAS INSTRS INC	2,555,378	-175,295	$435,590
TXN	2,555,378	-175,295	$435,590
MICROSOFT CORP	1,101,083	-74,762	$414,051
MSFT	1,101,083	-74,762	$414,051
LOWES COS INC	1,795,404	-115,014	$399,567
LOW	1,795,404	-115,014	$399,567
FIDELITY NATL INFORMATION SV	6,620,923	-448,569	$397,719
FIS	6,620,923	-448,569	$397,719
SCHWAB CHARLES CORP	5,594,526	-342,706	$384,903
SCHW	5,594,526	-342,706	$384,903
JOHNSON & JOHNSON	2,403,282	-170,673	$376,690
JNJ	2,403,282	-170,673	$376,690
PROGRESSIVE CORP	2,308,231	-129,273	$367,655
PGR	2,308,231	-129,273	$367,655
STARBUCKS CORP	3,781,031	-232,963	$363,017
SBUX	3,781,031	-232,963	$363,017
NEWMARKET CORP	661,633	-3,050	$361,139
NEU	661,633	-3,050	$361,139
ENTEGRIS INC	2,892,006	+24,248	$346,520
ENTG	2,892,006	+24,248	$346,520
AIR PRODS & CHEMS INC	1,210,520	-92,343	$331,440
APD	1,210,520	-92,343	$331,440
PHILIP MORRIS INTL INC	3,423,921	+313,568	$322,123
PM	3,423,921	+313,568	$322,123
OLD DOMINION FREIGHT LINE IN	769,176	+5,855	$311,770
ODFL	769,176	+5,855	$311,770
AERCAP HOLDINGS NV	4,165,651	+37,548	$309,591
AER	4,165,651	+37,548	$309,591
CHEVRON CORP NEW	2,070,271	-168,030	$308,802
CVX	2,070,271	-168,030	$308,802
MERCK & CO INC	2,725,948	-197,464	$297,183
MRK	2,725,948	-197,464	$297,183
LAMB WESTON HLDGS INC	2,620,635	+14,117	$283,264
LW	2,620,635	+14,117	$283,264
CISCO SYS INC	5,491,530	-378,267	$277,432
CSCO	5,491,530	-378,267	$277,432
CINCINNATI FINL CORP	2,658,948	-114,128	$275,095
CINF	2,658,948	-114,128	$275,095
FASTENAL CO	4,119,626	-296,888	$266,828
FAST	4,119,626	-296,888	$266,828
ARMSTRONG WORLD INDS INC NEW	2,644,453	+21,553	$260,003
AWI	2,644,453	+21,553	$260,003
UNITED PARCEL SERVICE INC	1,606,613	-130,687	$252,608
UPS	1,606,613	-130,687	$252,608
NORTHROP GRUMMAN CORP	533,868	+157,244	$249,925
NOC	533,868	+157,244	$249,925
PAYCHEX INC	2,085,044	-147,244	$248,350
PAYX	2,085,044	-147,244	$248,350
VULCAN MATLS CO	1,090,637	+18,604	$247,585
VMC	1,090,637	+18,604	$247,585
CHURCHILL DOWNS INC	1,713,077	+9,091	$231,145
CHDN	1,713,077	+9,091	$231,145
DIAGEO PLC	1,452,945	-131,305	$211,636
DEO	1,452,945	-131,305	$211,636
CROWN CASTLE INC	1,791,205	-172,014	$206,329
CCI	1,791,205	-172,014	$206,329
POOL CORP	517,082	+121,215	$206,166
POOL	517,082	+121,215	$206,166
ALTRIA GROUP INC	5,094,023	-504,443	$205,493
MO	5,094,023	-504,443	$205,493
COPART INC	4,069,215	-2,577,870	$199,392
CPRT	4,069,215	-2,577,870	$199,392
POST HLDGS INC	2,235,943	+16,530	$196,897
POST	2,235,943	+16,530	$196,897
MOELIS & CO	3,468,178	+50,106	$194,669
MC	3,468,178	+50,106	$194,669
SKYWORKS SOLUTIONS INC	1,731,415	+31,644	$194,646
SWKS	1,731,415	+31,644	$194,646
WATERS CORP	586,665	+7,829	$193,148
WAT	586,665	+7,829	$193,148
OTIS WORLDWIDE CORP	2,156,548	+37,180	$192,946
OTIS	2,156,548	+37,180	$192,946
STERIS PLC	875,594	+13,966	$192,499
STE	875,594	+13,966	$192,499
DOLLAR TREE INC	1,351,625	+22,573	$191,998
DLTR	1,351,625	+22,573	$191,998
CARMAX INC	2,421,489	-11,654	$185,825
KMX	2,421,489	-11,654	$185,825
COMCAST CORP NEW	4,028,199	-325,513	$176,637
CMCSA	4,028,199	-325,513	$176,637
UNIFIRST CORP MASS	936,981	-1,546	$171,383
UNF	936,981	-1,546	$171,383
KEYSIGHT TECHNOLOGIES INC	1,074,621	+1,074,621	$170,961
KEYS	1,074,621	+1,074,621	$170,961
LENNOX INTL INC	371,480	-143,541	$166,245
LII	371,480	-143,541	$166,245
MARTIN MARIETTA MATLS INC	325,754	-3,872	$162,522
MLM	325,754	-3,872	$162,522
DOMINION ENERGY INC	3,376,346	-410,800	$158,688
D	3,376,346	-410,800	$158,688
CBRE GROUP INC	1,696,882	+29,580	$157,963
CBRE	1,696,882	+29,580	$157,963
M & T BK CORP	1,138,966	+20,670	$156,129
MTB	1,138,966	+20,670	$156,129
ALPHABET INC	1,086,552	-15,915	$153,128
GOOG	1,086,552	-15,915	$153,128
AMPHENOL CORP NEW	1,528,445	+26,173	$151,515
APH	1,528,445	+26,173	$151,515
VERIZON COMMUNICATIONS INC	3,823,274	-307,570	$144,137
VZ	3,823,274	-307,570	$144,137
ALLISON TRANSMISSION HLDGS I	2,456,179	+42,085	$142,827
ALSN	2,456,179	+42,085	$142,827
APTARGROUP INC	1,064,071	+17,888	$131,540
ATR	1,064,071	+17,888	$131,540
BELLRING BRANDS INC	2,271,151	+38,785	$125,890
BRBR	2,271,151	+38,785	$125,890
HASBRO INC	2,210,900	-14,503	$112,889
HAS	2,210,900	-14,503	$112,889
BALL CORP	1,809,296	+33,023	$104,071
BALL	1,809,296	+33,023	$104,071
WHITE MTNS INS GROUP LTD	63,143	-1,067	$95,031
WTM	63,143	-1,067	$95,031
VISA INC	346,533	-5,323	$90,220
V	346,533	-5,323	$90,220
PERRIGO CO PLC	2,791,074	-27,394	$89,817
PRGO	2,791,074	-27,394	$89,817
HOME DEPOT INC	247,124	-6,189	$85,641
HD	247,124	-6,189	$85,641
DECKERS OUTDOOR CORP	121,228	-3,311	$81,032
DECK	121,228	-3,311	$81,032
BROWN FORMAN CORP			$80,470
BF.B	1,409,285	+21,271	$80,470
OREILLY AUTOMOTIVE INC	78,731	-790	$74,801
ORLY	78,731	-790	$74,801
MURPHY USA INC	186,059	-22,868	$66,341
MUSA	186,059	-22,868	$66,341
LANCASTER COLONY CORP	388,145	-8,686	$64,583
LANC	388,145	-8,686	$64,583
FEDEX CORP	254,762	-3,274	$64,447
FDX	254,762	-3,274	$64,447
REPUBLIC SVCS INC	375,270	-3,793	$61,886
RSG	375,270	-3,793	$61,886
FISERV INC	448,269	+448,269	$59,548
FI	448,269	+448,269	$59,548
TREX CO INC	708,168	-19,732	$58,629
TREX	708,168	-19,732	$58,629
CHURCH & DWIGHT CO INC	558,599	-13,191	$52,821
CHD	558,599	-13,191	$52,821
ISHARES TR (IWD)	311,930	+277,657	$51,546
IWD	311,930	+277,657	$51,546
HANOVER INS GROUP INC	419,367	+6,000	$50,919
THG	419,367	+6,000	$50,919
CASELLA WASTE SYS INC	573,671	+5,924	$49,026
CWST	573,671	+5,924	$49,026
BROADRIDGE FINL SOLUTIONS IN	230,878	-71,563	$47,503
BR	230,878	-71,563	$47,503
FIRST INDL RLTY TR INC	889,157	-19,093	$46,832
FR	889,157	-19,093	$46,832
TEMPUR SEALY INTL INC	917,223	-211,938	$46,751
TPX	917,223	-211,938	$46,751
ENDAVA PLC	584,918	+584,918	$45,536
DAVA	584,918	+584,918	$45,536
AXALTA COATING SYS LTD	1,267,237	-34,683	$43,048
AXTA	1,267,237	-34,683	$43,048
LANDSTAR SYS INC	216,915	+938	$42,006
LSTR	216,915	+938	$42,006
HENRY JACK & ASSOC INC	242,833	-7,331	$39,681
JKHY	242,833	-7,331	$39,681
QUALYS INC	189,018	+833	$37,100
QLYS	189,018	+833	$37,100
ISHARES TR (IVV)	77,478	+31,435	$37,006
IVV	77,478	+31,435	$37,006
ALBEMARLE CORP	251,401	-98,846	$36,322
ALB	251,401	-98,846	$36,322
CABLE ONE INC	63,602	-6,017	$35,400
CABO	63,602	-6,017	$35,400
MATSON INC	304,929	+981	$33,420
MATX	304,929	+981	$33,420
ZEBRA TECHNOLOGIES CORPORATI	116,025	+607	$31,713
ZBRA	116,025	+607	$31,713
MASONITE INTL CORP	334,161	+1,464	$28,290
DOOR	334,161	+1,464	$28,290
PFIZER INC	973,719	-1,784,711	$28,033
PFE	973,719	-1,784,711	$28,033
VONTIER CORPORATION	807,974	+5,019	$27,915
VNT	807,974	+5,019	$27,915
VAIL RESORTS INC	129,678	-15,801	$27,682
MTN	129,678	-15,801	$27,682
ACUSHNET HLDGS CORP	398,489	+2,393	$25,173
GOLF	398,489	+2,393	$25,173
REYNOLDS CONSUMER PRODS INC	933,953	-8,021	$25,067
REYN	933,953	-8,021	$25,067
ATLANTIC UN BANKSHARES CORP (AUB)	683,684	+5,762	$24,982
AUB	683,684	+5,762	$24,982
CANNAE HLDGS INC	1,224,649	-59,360	$23,893
CNNE	1,224,649	-59,360	$23,893
CTS CORP	525,645	+2,795	$22,992
CTS	525,645	+2,795	$22,992
ESSENTIAL PPTYS RLTY TR INC	800,572	+34,807	$20,463
EPRT	800,572	+34,807	$20,463
ISHARES TR (IWB)	75,400	+68,816	$19,774
IWB	75,400	+68,816	$19,774
ENOVIS CORPORATION	304,268	-43,981	$17,045
ENOV	304,268	-43,981	$17,045
ACI WORLDWIDE INC	550,713	+8,871	$16,852
ACIW	550,713	+8,871	$16,852
EPLUS INC	206,361	+206,361	$16,476
PLUS	206,361	+206,361	$16,476
GRAHAM HLDGS CO	23,361	-1	$16,272
GHC	23,361	-1	$16,272
REVOLVE GROUP INC	981,186	+981,186	$16,268
RVLV	981,186	+981,186	$16,268
NIKE INC	148,060	-209	$16,075
NKE	148,060	-209	$16,075
INGEVITY CORP	333,516	+16,051	$15,749
NGVT	333,516	+16,051	$15,749
ISHARES TR (IJH)	56,071	+12,847	$15,540
IJH	56,071	+12,847	$15,540
ISHARES TR (IWM)	76,601	+17,955	$15,375
IWM	76,601	+17,955	$15,375
ELI LILLY & CO	25,313	-341	$14,755
LLY	25,313	-341	$14,755
ALEXANDER & BALDWIN INC NEW	764,049	-3,562	$14,532
ALEX	764,049	-3,562	$14,532
PRICESMART INC	177,947	-1,001	$13,485
PSMT	177,947	-1,001	$13,485
HAEMONETICS CORP MASS	157,512	-18	$13,469
HAE	157,512	-18	$13,469
MALIBU BOATS INC	218,793	+1,740	$11,994
MBUU	218,793	+1,740	$11,994
MARTEN TRANS LTD	550,666	-73,193	$11,553
MRTN	550,666	-73,193	$11,553
COCA COLA CO	185,107	-13,584	$10,908
KO	185,107	-13,584	$10,908
MBIA INC	1,501,389	-52,351	$9,189
MBI	1,501,389	-52,351	$9,189
TARGET CORP	61,142	-393,262	$8,708
TGT	61,142	-393,262	$8,708
CORNING INC	282,999	-1,400	$8,617
GLW	282,999	-1,400	$8,617
NVIDIA CORPORATION	15,920	UNCH	$7,884
NVDA	15,920	UNCH	$7,884
DEERE & CO	14,985	-4	$5,992
DE	14,985	-4	$5,992
DRIL QUIP INC	239,840	-34,698	$5,581
DRQ	239,840	-34,698	$5,581
GREAT LAKES DREDGE & DOCK CO	642,744	UNCH	$4,936
GLDD	642,744	UNCH	$4,936
BRISTOL MYERS SQUIBB CO	80,476	-3,776	$4,129
BMY	80,476	-3,776	$4,129
CSX CORP	105,934	UNCH	$3,673
CSX	105,934	UNCH	$3,673
PENSKE AUTOMOTIVE GRP INC	22,321	-265	$3,583
PAG	22,321	-265	$3,583
WELLS FARGO CO NEW	51,245	-4,337	$2,522
WFC	51,245	-4,337	$2,522
SPDR S&P 500 ETF TR (SPY)	5,204	+3,120	$2,474
SPY	5,204	+3,120	$2,474
MONDELEZ INTL INC	26,468	UNCH	$1,917
MDLZ	26,468	UNCH	$1,917
DUKE ENERGY CORP NEW	19,251	-158	$1,868
DUK	19,251	-158	$1,868
GATX CORP	12,438	UNCH	$1,495
GATX	12,438	UNCH	$1,495
EXXON MOBIL CORP	13,988	-1,500	$1,399
XOM	13,988	-1,500	$1,399
HERSHEY CO	6,833	UNCH	$1,274
HSY	6,833	UNCH	$1,274
TREDEGAR CORP	234,509	-3,839	$1,269
TG	234,509	-3,839	$1,269
SHERWIN WILLIAMS CO	3,900	UNCH	$1,216
SHW	3,900	UNCH	$1,216
PACCAR INC	11,992	UNCH	$1,171
PCAR	11,992	UNCH	$1,171
COSTCO WHSL CORP NEW	1,730	UNCH	$1,142
COST	1,730	UNCH	$1,142
AMAZON COM INC	6,400	UNCH	$972
AMZN	6,400	UNCH	$972
TOPGOLF CALLAWAY BRANDS CORP	67,593	-5,119	$969
MODG	67,593	-5,119	$969
ACCENTURE PLC IRELAND	2,567	-970	$901
ACN	2,567	-970	$901
MARKEL GROUP INC	607	UNCH	$862
MKL	607	UNCH	$862
NETFLIX INC	1,610	UNCH	$784
NFLX	1,610	UNCH	$784
UDR INC	18,522	UNCH	$709
UDR	18,522	UNCH	$709
GENERAL DYNAMICS CORP	2,352	-965	$611
GD	2,352	-965	$611
ROBERT HALF INC.	6,100	UNCH	$536
RHI	6,100	UNCH	$536
LPL FINL HLDGS INC	2,270	UNCH	$517
LPLA	2,270	UNCH	$517
TOWNEBANK PORTSMOUTH VA	16,369	UNCH	$487
TOWN	16,369	UNCH	$487
SONY GROUP CORP	4,400	UNCH	$417
SONY	4,400	UNCH	$417
BRUKER CORP	5,472	UNCH	$402
BRKR	5,472	UNCH	$402
SERVICE CORP INTL	5,866	UNCH	$402
SCI	5,866	UNCH	$402
C H ROBINSON WORLDWIDE INC	4,580	UNCH	$396
CHRW	4,580	UNCH	$396
ISHARES TR (IWR)	4,606	+4,602	$358
IWR	4,606	+4,602	$358
BANK AMERICA CORP	10,346	-7	$348
BAC	10,346	-7	$348
ANHEUSER BUSCH INBEV SA NV	5,300	UNCH	$342
BUD	5,300	UNCH	$342
AMERICAN FINL GROUP INC OHIO	2,700	UNCH	$321
AFG	2,700	UNCH	$321
INTERNATIONAL GAME TECHNOLOG	10,600	UNCH	$291
IGT	10,600	UNCH	$291
PACKAGING CORP AMER	1,620	UNCH	$264
PKG	1,620	UNCH	$264
LIVE NATION ENTERTAINMENT IN	2,780	UNCH	$260
LYV	2,780	UNCH	$260
VANGUARD INDEX FDS (VB)	1,009	-150	$215
VB	1,009	-150	$215
COSAN S A	11,387	UNCH	$178
CSAN	11,387	UNCH	$178
VANGUARD INDEX FDS (VXF)	1,021	+992	$168
VXF	1,021	+992	$168
ISHARES TR (IJR)	289	+162	$31
IJR	289	+162	$31
VANGUARD INDEX FDS (VO)	39	+39	$9
VO	39	+39	$9
ISHARES TR (IWV)	6	+3	$2
IWV	6	+3	$2
AUTOMATIC DATA PROCESSING IN			$0 (exited)
ADP	0	-985	$0
AMGEN INC			$0 (exited)
AMGN	0	-1,000	$0
BRANDYWINE RLTY TR			$0 (exited)
BDN	0	-12,860	$0
FISERV INC			$0 (exited)
FISV	0	-454,789	$0
HAYWARD HLDGS INC			$0 (exited)
HAYW	0	-1,544,725	$0
LIVANOVA PLC			$0 (exited)
LIVN	0	-207,560	$0
NEXTERA ENERGY INC			$0 (exited)
NEE	0	-5,200	$0
NUTRIEN LTD			$0 (exited)
NTR	0	-6,920	$0
MARRIOTT VACATIONS WORLDWIDE	0	-2,284	$0 (exited)
VAC	0	-2,284	$0

See Summary: London Co. of Virginia Top Holdings
See Details: Top 10 Stocks Held By London Co. of Virginia

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
KEYS	+1,074,621	+$170,961
FI	+448,269	+$59,548
DAVA	+584,918	+$45,536
PLUS	+206,361	+$16,476
RVLV	+981,186	+$16,268
VO	+39	+$9

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FISV	-454,789	-$51,373
HAYW	-1,544,725	-$21,781
LIVN	-207,560	-$10,976
NTR	-6,920	-$427
NEE	-5,200	-$298
AMGN	-1,000	-$269
ADP	-985	-$237
VAC	-2,284	-$230
BDN	-12,860	-$58

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
PM	+313,568	+$34,167
IWD	+277,657	+$46,343
NOC	+157,244	+$84,139
POOL	+121,215	+$65,198
IWB	+68,816	+$18,227
MC	+50,106	+$40,411
ALSN	+42,085	+$251
BRBR	+38,785	+$33,850
AER	+37,548	+$50,883
OTIS	+37,180	+$22,740

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
CPRT	-2,577,870	-$87,031
PFE	-1,784,711	-$63,464
MO	-504,443	-$29,922
FIS	-448,569	+$6,988
D	-410,800	-$10,484
TGT	-393,262	-$41,535
CSCO	-378,267	-$38,128
AAPL	-373,636	+$14,546
SCHW	-342,706	+$58,949

London Co. of Virginia Info

Size ($ in 1000's)
At 12/31/2023: $17,767,249
At 09/30/2023: $16,668,381

London Co. of Virginia holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from London Co. of Virginia 13F filings. Link to 13F filings: SEC filings

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