LONDON CO OF VIRGINIA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1259887
Institutional-grade research for retail investors
Sector Allocation
- Financials18.0%$3.2B
- Technology17.9%$3.1B
- Materials15.5%$2.7B
- Industrials14.3%$2.5B
- Consumer Discretionary9.6%$1.7B
- Healthcare8.1%$1.4B
- Consumer Staples6.8%$1.2B
- Utilities4.8%$836.1M
- Energy1.7%$304.5M
- Real Estate1.7%$294.7M
AUM History
13fpro.ai/research/fund/london-co-of-virginia-1259887
Conviction and streaks
Concentrating · top 10 = 28.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GLW
$822.5MAAPL
$636.4MBRK.B
$531.7MNSC
$520.0MD
$466.7MTXN
$461.7MENTG
$447.8MJNJ
$393.6MNEU
$386.5MAPD
$375.6MBLK
$368.4MCSCO
$362.3MAER
$353.3MPM
$353.1MCMI
$351.3MPGR
$338.4MCINF
$336.4MSCHW
$318.6MRSG
$318.6MCVX
$302.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/london-co-of-virginia-1259887
LONDON CO OF VIRGINIA 13F holdings — Q2 2026
$17.5B portfolio (+8.1% QoQ) · 169 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$822.5M
4.7% of stocks
-15%This quarter—Since Q-end—HeldAIQuality75.2#97Est. buy—$636.4M
3.6% of stocks
-3%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$531.7M
3.0% of stocks
-2%This quarter—Since Q-end—HeldAIQuality73.5#124Est. buy—$520.0M
3.0% of stocks
-3%This quarter—Since Q-end—HeldAIQuality62.6#684Est. buy—$466.7M
2.7% of stocks
-2%This quarter—Since Q-end—HeldAIQuality59.7#909Est. buy—$461.7M
2.6% of stocks
-11%This quarter—Since Q-end—Held$447.8M
2.5% of stocks
-16%This quarter—Since Q-end—Held$393.6M
2.2% of stocks
-3%This quarter—Since Q-end—Held$386.5M
2.2% of stocks
+6%This quarter—Since Q-end—Held$375.6M
2.1% of stocks
-3%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $822.5M | 4.7% | -15% | — | — | 75.2#97 | — | ||
| 2 | $636.4M | 3.6% | -3% | — | — | 75.7#88 | — | ||
| 3 | $531.7M | 3.0% | -2% | — | — | 73.5#124 | — | ||
| 4 | $520.0M | 3.0% | -3% | — | — | 62.6#684 | — | ||
| 5 | $466.7M | 2.7% | -2% | — | — | 59.7#909 | — | ||
| 6 | $461.7M | 2.6% | -11% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $447.8M | 2.5% | -16% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $393.6M | 2.2% | -3% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $386.5M | 2.2% | +6% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $375.6M | 2.1% | -3% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — LONDON CO OF VIRGINIA (Q2 2026)
169 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BlackRock, Inc. | Financials | $368.4M | 2.1% | 383K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CISCO SYSTEMS, INC. | Technology | $362.3M | 2.1% | 3.08M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AerCap Holdings N.V. | Industrials | $353.3M | 2.0% | 2.42M | -5% | — | — | 13F | |
| 14 | Philip Morris International Inc. | Consumer Staples | $353.1M | 2.0% | 1.95M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CUMMINS INC | Industrials | $351.3M | 2.0% | 493K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PROGRESSIVE CORP/OH/ | Financials | $338.4M | 1.9% | 1.55M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CINCINNATI FINANCIAL CORP | Financials | $336.4M | 1.9% | 1.82M | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SCHWAB CHARLES CORP | Financials | $318.6M | 1.8% | 3.45M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | REPUBLIC SERVICES, INC. | Utilities | $318.6M | 1.8% | 1.49M | +314% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CHEVRON CORP | Energy | $302.9M | 1.7% | 1.83M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $295.1M | 1.7% | 3.76M | +18% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DOLLAR TREE, INC. | Consumer Staples | $266.5M | 1.5% | 2.20M | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | LOWES COMPANIES INC | Consumer Discretionary | $264.5M | 1.5% | 1.20M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ARMSTRONG WORLD INDUSTRIES INC | Materials | $263.8M | 1.5% | 1.64M | -5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Chubb Ltd | Financials | $251.9M | 1.4% | 739K | -3% | — | — | 13F | |
| 26 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $249.2M | 1.4% | 3.46M | -4% | |||
| 27 | $GOOG | Alphabet Inc. | Technology | $240.9M | 1.4% | 682K | -9% | |||
| 28 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $236.6M | 1.4% | 569K | +9% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $231.0M | 1.3% | 619K | -3% | |||
| 30 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $224.0M | 1.3% | 2.19M | -3% | |||
| 31 | $CHDN | Churchill Downs Inc | Communication Services | $220.9M | 1.3% | 2.46M | -5% | |||
| 32 | $FAST | FASTENAL CO | Industrials | $218.0M | 1.2% | 4.54M | -3% | |||
| 33 | $KEYS | Keysight Technologies, Inc. | Technology | $217.7M | 1.2% | 622K | -25% | |||
| 34 | $TEL | TE Connectivity plc | Technology | $213.6M | 1.2% | 1.06M | -29% | |||
| 35 | $COO | COOPER COMPANIES, INC. | Healthcare | $207.8M | 1.2% | 2.90M | +30% | |||
| 36 | $ALSN | Allison Transmission Holdings Inc | Industrials | $205.7M | 1.2% | 1.82M | -4% | |||
| 37 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $202.5M | 1.1% | 935K | -3% | |||
| 38 | $MTB | M&T BANK CORP | Financials | $201.2M | 1.1% | 845K | -4% | |||
| 39 | $UNF | UNIFIRST CORP | Consumer Discretionary | $195.8M | 1.1% | 740K | -5% | |||
| 40 | $MC | Moelis & Co | Financials | $182.6M | 1.0% | 2.79M | -4% | |||
| 41 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $175.4M | 1.0% | 344K | -3% | |||
| 42 | $ALLY | Ally Financial Inc. | Financials | $171.8M | 1.0% | 3.74M | -4% | |||
| 43 | $VMC | Vulcan Materials CO | Materials | $165.3M | 0.9% | 560K | -4% | |||
| 44 | $LII | LENNOX INTERNATIONAL INC | Industrials | $155.8M | 0.9% | 272K | -4% | |||
| 45 | $BRKR | BRUKER CORP | Healthcare | $149.3M | 0.8% | 2.48M | -4% | |||
| 46 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $142.2M | 0.8% | 1.96M | -2% | |||
| 47 | $BALL | BALL Corp | Industrials | $136.1M | 0.8% | 2.18M | -4% | |||
| 48 | $STE | STERIS plc | Healthcare | $135.1M | 0.8% | 642K | -4% | |||
| 49 | $PAYX | PAYCHEX INC | Technology | $130.4M | 0.7% | 1.33M | -2% | |||
| 50 | $CBRE | CBRE GROUP, INC. | Real Estate | $128.5M | 0.7% | 954K | -4% | |||
| 51 | $WAT | WATERS CORP /DE/ | Healthcare | $127.8M | 0.7% | 341K | -4% | |||
| 52 | $POST | Post Holdings, Inc. | Consumer Staples | $123.5M | 0.7% | 1.40M | -5% | |||
| 53 | $APPF | APPFOLIO INC | Technology | $112.8M | 0.6% | 703K | New | |||
| 54 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $112.1M | 0.6% | 54K | -5% | |||
| 55 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $107.9M | 0.6% | 187K | -1% | |||
| 56 | $AVTR | Avantor, Inc. | Healthcare | $103.8M | 0.6% | 10.49M | -3% | |||
| 57 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $100.5M | 0.6% | 340K | -6% | |||
| 58 | $ATR | APTARGROUP, INC. | Materials | $99.3M | 0.6% | 793K | -4% | |||
| 59 | $V | VISA INC. | Financials | $88.9M | 0.5% | 259K | -3% | |||
| 60 | $CCI | CROWN CASTLE INC. | Real Estate | $88.4M | 0.5% | 1.17M | -3% | |||
| 61 | $POOL | POOL CORP | Consumer Discretionary | $81.5M | 0.5% | 379K | -4% | |||
| 62 | $ACIW | ACI WORLDWIDE, INC. | Technology | $80.2M | 0.5% | 1.59M | -5% | |||
| 63 | $FIS | Fidelity National Information Services, Inc. | Financials | $79.7M | 0.5% | 2.05M | -5% | |||
| 64 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $77.3M | 0.4% | 361K | -5% | |||
| 65 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $75.6M | 0.4% | 140K | -16% | |||
| 66 | $CPRT | COPART INC | Consumer Discretionary | $73.5M | 0.4% | 2.61M | -5% | |||
| 67 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $65.2M | 0.4% | 708K | -2% | |||
| 68 | $QLYS | QUALYS, INC. | Technology | $58.9M | 0.3% | 428K | -8% | |||
| 69 | $FDX | FEDEX CORP | Industrials | $57.7M | 0.3% | 184K | -4% | |||
| 70 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $48.9M | 0.3% | 796K | -5% | |||
| 71 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $48.8M | 0.3% | 503K | -6% | |||
| 72 | $CACC | CREDIT ACCEPTANCE CORP | Financials | $47.7M | 0.3% | 75K | -6% | |||
| 73 | $ESI | Element Solutions Inc | Materials | $46.9M | 0.3% | 985K | -6% | |||
| 74 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $46.2M | 0.3% | 390K | -4% | |||
| 75 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $44.1M | 0.3% | 213K | -4% | |||
| 76 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $39.5M | 0.2% | 397K | -5% | |||
| 77 | $CCC | CCC Intelligent Solutions Holdings Inc. | Technology | $38.7M | 0.2% | 7.50M | -14% | |||
| 78 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $38.2M | 0.2% | 394K | -4% | |||
| 79 | $GTES | Gates Industrial Corp Ltd. | Industrials | $36.6M | 0.2% | 1.31M | -4% | |||
| 80 | $MATX | Matson, Inc. | Industrials | $36.3M | 0.2% | 189K | -23% | |||
| 81 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $36.2M | 0.2% | 137K | -0.5% | |||
| 82 | $MZTI | MARZETTI CO | Consumer Staples | $35.4M | 0.2% | 310K | -14% | |||
| 83 | $SAIA | SAIA INC | Industrials | $34.3M | 0.2% | 82K | -6% | |||
| 84 | $PSMT | PRICESMART INC | Consumer Staples | $34.2M | 0.2% | 175K | -5% | |||
| 85 | $CTS | CTS CORP | Technology | $33.5M | 0.2% | 513K | -4% | |||
| 86 | $AUB | Atlantic Union Bankshares Corp | Financials | $33.2M | 0.2% | 786K | -4% | |||
| 87 | $TTC | TORO CO | Industrials | $32.0M | 0.2% | 329K | -6% | |||
| 88 | $NVDA | NVIDIA CORP | Technology | $31.4M | 0.2% | 157K | — | |||
| 89 | $ATKR | Atkore Inc. | Technology | $29.4M | 0.2% | 387K | +2% | |||
| 90 | $LLY | ELI LILLY & Co | Healthcare | $28.1M | 0.2% | 23K | — | |||
| 91 | $EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | Real Estate | $28.1M | 0.2% | 941K | -4% | |||
| 92 | $GHC | Graham Holdings Co | Consumer Discretionary | $26.3M | 0.1% | 23K | -4% | |||
| 93 | $HAE | HAEMONETICS CORP | Healthcare | $25.5M | 0.1% | 341K | -3% | |||
| 94 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $24.0M | 0.1% | 174K | -15% | |||
| 95 | $HWKN | HAWKINS INC | Consumer Staples | $23.8M | 0.1% | 167K | -4% | |||
| 96 | $VNT | Vontier Corp | Technology | $22.8M | 0.1% | 785K | -5% | |||
| 97 | $RVLV | Revolve Group, Inc. | Consumer Discretionary | $22.4M | 0.1% | 980K | -4% | |||
| 98 | $PLUS | EPLUS INC | Technology | $21.6M | 0.1% | 260K | -4% | |||
| 99 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $20.5M | 0.1% | 474K | -76% | |||
| 100 | $IPAR | INTERPARFUMS INC | Consumer Staples | $20.2M | 0.1% | 180K | -4% | |||
| 101 | $MGRC | MCGRATH RENTCORP | Industrials | $19.7M | 0.1% | 163K | New | |||
| 102 | $LLYVA | Liberty Live Holdings, Inc. | Communication Services | $19.7M | 0.1% | 186K | +5% | |||
| 103 | — | ISHARES TR - CORE S&P MCP ETF | — | $18.1M | 0.1% | 235K | +0.4% | |||
| 104 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.4M | 0.1% | 44K | — | |||
| 105 | $MTN | VAIL RESORTS INC | Communication Services | $15.2M | 0.1% | 112K | -5% | |||
| 106 | $NCLH | Norwegian Cruise Line Holdings Ltd. | Industrials | $14.9M | 0.1% | 706K | — | |||
| 107 | $MRTN | MARTEN TRANSPORT LTD | Industrials | $14.8M | 0.1% | 854K | -4% | |||
| 108 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $13.9M | 0.1% | 92K | New | |||
| 109 | $KO | COCA COLA CO | Consumer Staples | $13.6M | 0.1% | 167K | -0.3% | |||
| 110 | — | ISHARES TR - CORE S&P500 ETF | — | $12.8M | 0.1% | 17K | -54% | |||
| 111 | $DE | DEERE & CO | Industrials | $9.5M | 0.1% | 15K | — | |||
| 112 | $ENOV | Enovis CORP | Healthcare | $8.0M | 0.1% | 386K | -7% | |||
| 113 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $7.6M | 0.0% | 16K | +2% | |||
| 114 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $7.5M | 0.0% | 10 | — | |||
| 115 | — | ISHARES TR - RUSSELL 2000 ETF | — | $5.5M | 0.0% | 18K | -18% | |||
| 116 | $ICLR | ICON PLC | Healthcare | $5.1M | 0.0% | 29K | +4% | |||
| 117 | $CSX | CSX CORP | Industrials | $5.0M | 0.0% | 106K | — | |||
| 118 | $CRH | CRH PUBLIC LTD CO | Materials | $4.6M | 0.0% | 43K | +2% | |||
| 119 | $MICC | Magnum Ice Cream Co N.V. | Consumer Staples | $3.9M | 0.0% | 225K | +2% | |||
| 120 | $KMX | CARMAX INC | Consumer Discretionary | $3.7M | 0.0% | 70K | -0.4% | |||
| 121 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $3.5M | 0.0% | 13K | +22% | |||
| 122 | $PAG | PENSKE AUTOMOTIVE GROUP, INC. | Consumer Discretionary | $2.8M | 0.0% | 16K | — | |||
| 123 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.2M | 0.0% | 37K | — | |||
| 124 | $GATX | GATX CORP | Industrials | $2.2M | 0.0% | 12K | — | |||
| 125 | $TG | TREDEGAR CORP | Materials | $2.1M | 0.0% | 265K | -4% | |||
| 126 | $DUK | Duke Energy CORP | Utilities | $2.0M | 0.0% | 16K | -6% | |||
| 127 | $ALC | ALCON INC | Healthcare | $2.0M | 0.0% | 29K | +2% | |||
| 128 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.0% | 23K | +20% | |||
| 129 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.0% | 1,730 | — | |||
| 130 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.0% | 11K | — | |||
| 131 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.0% | 6,400 | — | |||
| 132 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.5M | 0.0% | 26K | — | |||
| 133 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.5M | 0.0% | 36K | — | |||
| 134 | $PCAR | PACCAR INC | Industrials | $1.4M | 0.0% | 12K | — | |||
| 135 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.3M | 0.0% | 3,900 | — | |||
| 136 | $AZN | ASTRAZENECA PLC | Healthcare | $1.2M | 0.0% | 6,470 | — | |||
| 137 | $HSY | HERSHEY CO | Consumer Staples | $1.2M | 0.0% | 6,808 | — | |||
| 138 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.0% | 16K | — | |||
| 139 | $TGT | TARGET CORP | Consumer Staples | $1.0M | 0.0% | 7,811 | -4% | |||
| 140 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.0M | 0.0% | 4,130 | -61% | |||
| 141 | $UDR | UDR, Inc. | Real Estate | $933K | 0.0% | 23K | — | |||
| 142 | $SPY | SPDR S&P 500 ETF TRUST | — | $905K | 0.0% | 1,210 | +66% | |||
| 143 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $903K | 0.0% | 4,792 | +0.5% | |||
| 144 | — | ISHARES TR - RUS MID CAP ETF | — | $697K | 0.0% | 6,315 | New | |||
| 145 | $LPLA | LPL Financial Holdings Inc. | Financials | $639K | 0.0% | 2,270 | — | |||
| 146 | — | TOWNEBANK PORTSMOUTH VA - COM | — | $593K | 0.0% | 16K | — | |||
| 147 | $GD | GENERAL DYNAMICS CORP | Industrials | $587K | 0.0% | 1,657 | — | |||
| 148 | $TSLA | Tesla, Inc. | Consumer Discretionary | $534K | 0.0% | 1,269 | — | |||
| 149 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $509K | 0.0% | 2,780 | — | |||
| 150 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $458K | 0.0% | 8,033 | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 23 added to, 106 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$APPFAPPFOLIO INC$112.8M
first bought this quarter
$MGRCMCGRATH RENTCORP$19.7M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$13.9M
first bought this quarter
- ISHARES TR - GBL COMM SVC ETF$48K
first bought this quarter
- ISHARES TR - US TRSPRTION$4K
first bought this quarter
- ISHARES TR - EXPANDED TECH$3K
first bought this quarter
+1 more in the Excel export
Added to (23)
now $318.6M
$COOCOOPER COMPANIES, INC.+30%
now $207.8M
$SGISOMNIGROUP INTERNATIONAL INC.+18%
now $295.1M
now $386.5M
$UNHUNITEDHEALTH GROUP INC+9%
now $236.6M
$LLYVALiberty Live Holdings, Inc.+5%
now $19.7M
+17 more in the Excel export
Holdings by quarter
Every 13F LONDON CO OF VIRGINIA has filed, 41 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
LONDON CO OF VIRGINIA disclosed 169 positions worth $17.5B in its Form 13F-HR for Q2 2026, led by $GLW (CORNING INC /NY) at 4.7% of the equity portfolio, followed by $AAPL and $BRK.B. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $APPF and a full exit from $OTIS. The portfolio is most concentrated in Financials (18.0% of disclosed assets). All figures are sourced directly from LONDON CO OF VIRGINIA’s Form 13F-HR filing with the SEC under CIK 1259887.
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AI-Powered Hedge Fund Analysis: LONDON CO OF VIRGINIA
13F Pro is an AI hedge fund tracker and stock research platform. For LONDON CO OF VIRGINIA (SEC CIK: 1259887), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LONDON CO OF VIRGINIA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.