London Co. of Virginia
The London Company of Virginia is an independent asset management firm headquartered in Richmond, Virginia, United States. Founded in 1994, it specializes in value-oriented equity investments, primarily serving institutional investors and high net worth clients. The firm maintains a disciplined approach to fundamental analysis and employs a long-term perspective, managing billions in equity assets. It typically employs around 50 professionals, with a dedicated team of investment and operational staff.
Investment Strategy
The London Company employs a conservative, value-oriented, bottom-up investment approach focusing on high-quality, undervalued equities for long-term capital appreciation. The firm emphasizes risk management through broad diversification and fundamental analysis, seeking stocks with strong free cash flow, solid balance sheets, and sustainable competitive advantages. Portfolio positions are held for extended periods to capture compounding growth while minimizing unnecessary trading, and the strategy is tailored to meet the needs of institutional and high net worth clients.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.96% | $522.7M | 2,547,704 | $42.07 | $205.17 | -$55.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.89% | $510.4M | 1,050,644 | $160.26 | $485.77 | -$142.3M |
P PGR | PROGRESSIVE CORP | 2.69% | $474.6M | 1,778,506 | $85.61 | $266.86 | -$41.1M |
N NSC | NORFOLK SOUTHN CORP | 2.67% | $472.3M | 1,844,928 | $139.95 | $255.97 | +$94.5M |
F FIS | FIDELITY NATL INFORMATION SV | 2.64% | $466.2M | 5,726,352 | $75.86 | $81.41 | +$25.6M |