1y return+17.9%S&P 500 +20.9%
3y return+37.6%S&P 500 +68.5%
5y return+36.9%S&P 500 +74.5%
10y return+134.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $234 against $357 in the S&P 500.2
London Co Of VirginiaS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLWCorning Inc | $822.5M | 4.7% | −15.2% |
| AAPLApple Inc | $636.4M | 3.6% | −3.1% |
| BRK/BBerkshire Hathaway Inc Del | $531.7M | 3.0% | −1.8% |
| NSCNorfolk Southn Corp | $520.0M | 3.0% | −2.8% |
| DDominion Energy Inc | $466.7M | 2.7% | −1.6% |
| TXNTexas Instrs Inc | $461.7M | 2.6% | −11.3% |
| ENTGEntegris Inc | $447.8M | 2.6% | −15.7% |
| JNJJohnson & Johnson | $393.6M | 2.2% | −3.4% |
| NEUNewmarket Corp | $386.5M | 2.2% | +6.0% |
| APDAir Products And Chemicals I | $375.6M | 2.1% | −2.7% |
| BLKBlackrock Inc | $368.4M | 2.1% | −3.2% |
| CSCOCisco Sys Inc | $362.3M | 2.1% | −2.9% |
| Aercap Holdings NvCUSIP N00985106 | $353.3M | 2.0% | −4.8% |
| PMPhilip Morris Intl Inc | $353.1M | 2.0% | −3.4% |
| CMICummins Inc | $351.3M | 2.0% | −3.2% |
| PGRProgressive Corp | $338.4M | 1.9% | −2.8% |
| CINFCincinnati Finl Corp | $336.4M | 1.9% | −3.7% |
| SCHWSchwab Charles Corp | $318.6M | 1.8% | −3.3% |
| RSGRepublic Svcs Inc | $318.6M | 1.8% | +314.3% |
| CVXChevron Corporation | $302.9M | 1.7% | −3.4% |
| SGISomnigroup International Inc | $295.1M | 1.7% | +18.5% |
| DLTRDollar Tree Inc | $266.5M | 1.5% | −4.2% |
| LOWLowes Cos Inc | $264.5M | 1.5% | −3.2% |
| AWIArmstrong World Inds Inc New | $263.8M | 1.5% | −4.6% |
| Chubb LimitedCUSIP H1467J104 | $251.9M | 1.4% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | June 30, 2020 | +886.1% | $822.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $240.9M |
| SGISomnigroup International Inc | June 30, 2020 | +335.9% | $295.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $636.4M |
| ALSNAllison Transmission Hldgs I | June 30, 2020 | +206.5% | $205.7M |
| ENTGEntegris Inc | June 30, 2020 | +204.6% | $447.8M |
| CINFCincinnati Finl Corp | June 30, 2020 | +189.1% | $336.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $531.7M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $318.6M |
| PGRProgressive Corp | June 30, 2020 | +172.7% | $338.4M |
Sold off last quarter
- OTISOtis Worldwide Corp was $86.5M
- GLDDGreat Lakes Dredge & Dock Co was $9.9M
- Burford Capital LimitedCUSIP G17977110 was $491K
- NGVTIngevity Corp was $315K
- COPConocophillips was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +3.1% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +8.6% | +5.4% |
| June 30, 2024 | −4.2% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −11.8% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +10.7% | +10.7% |
| September 30, 2021 | −2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: London Co Of Virginia Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1259887&type=13F-HR&dateb=&owner=include&count=40CIK 1259887
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1259887/000139834426014473/Filed August 14, 2026 · accession 0001398344-26-014473