London Co of Virginia
London Co of Virginia reported 169 stocks worth $17.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GLW (4.7%), AAPL (3.6%) and BRK.B (3.0%). Compared with Q1 2026, the fund opened new positions in APPF, added to NEU, RSG and SGI, trimmed GLW, AAPL and BRK.B and sold out of OTIS, GLDD and BUR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GLW Corning Inc | $823M | 4.7% | 3.2M | −576K (−15%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $636M | 3.6% | 2.2M | −71K (−3%) | 8 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $532M | 3.0% | 1.1M | −20K (−2%) | 8 of 8 | |
| 4 |  NSC Norfolk Southn Corp | $520M | 3.0% | 1.7M | −47K (−3%) | 8 of 8 | |
| 5 |  D Dominion Energy Inc | $467M | 2.7% | 6.8M | −109K (−2%) | 8 of 8 | |
| 6 |  TXN Texas Instrs Inc | $462M | 2.6% | 1.5M | −197K (−11%) | 8 of 8 | |
| 7 |  ENTG Entegris Inc | $448M | 2.5% | 2.5M | −465K (−16%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $394M | 2.2% | 1.5M | −55K (−3%) | 8 of 8 | |
| 9 |  NEU Newmarket Corp | $387M | 2.2% | 488K | +27K (+6%) | 8 of 8 | |
| 10 |  APD Air Prods & Chems Inc | $376M | 2.1% | 1.3M | −36K (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →London Co of Virginia 13F FAQ
What does London Co of Virginia own?
London Co of Virginia reported 169 stocks worth $17.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GLW (4.7%), AAPL (3.6%) and BRK.B (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did London Co of Virginia buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 23 added to, 106 trimmed and 5 sold out. New positions include APPF. It sold all of OTIS, GLDD and BUR.
When will London Co of Virginia file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is London Co of Virginia's portfolio worth?
The Q2 2026 filing reports $17.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.