LONDON CO OF VIRGINIA — 13F holdings

LONDON CO OF VIRGINIA reported 169 holdings worth $17.5B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GLW CORNING INC — $823M (4.7%)
2. AAPL APPLE INC — $636M (3.6%)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $532M (3.0%)
4. NSC NORFOLK SOUTHN CORP — $520M (3.0%)
5. D DOMINION ENERGY INC — $467M (2.7%)
6. TXN TEXAS INSTRS INC — $462M (2.6%)
7. ENTG ENTEGRIS INC — $448M (2.6%)
8. JNJ JOHNSON & JOHNSON — $394M (2.2%)
9. NEU NEWMARKET CORP — $387M (2.2%)
10. APD AIR PRODS & CHEMS INC — $376M (2.1%)