LONDON CO OF VIRGINIA
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 17,332,761
- Description
- Richmond Virginia based research oriented capital manager with a manager led governance framework and a high accountability and controls oriented investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for long horizon investment mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio resilience planning and decision traceability.
- Website
- https://www.tlcadvisory.com/
- Founded
- 1994
- Chairman
- Stephen M. Goddard
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 170 | 17,332,761 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2025 | 11/14/2025 | 174 | 18,115,318 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2025 | 8/14/2025 | 174 | 17,674,038 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2025 | 5/15/2025 | 175 | 17,551,524 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2024 | 2/14/2025 | 169 | 18,303,732 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2024 | 11/14/2024 | 169 | 18,990,692 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2024 | 8/14/2024 | 171 | 17,795,488 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2024 | 5/15/2024 | 167 | 18,990,217 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2023 | 2/14/2024 | 165 | 17,767,252 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2023 | 11/14/2023 | 168 | 16,668,387 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2023 | 8/14/2023 | 164 | 17,679,356 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2023 | 5/15/2023 | 163 | 17,313,486 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2022 | 2/14/2023 | 166 | 16,957,576 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2022 | 11/14/2022 | 164 | 15,791,322 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2022 | 8/15/2022 | 168 | 16,359,718 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2022 | 5/16/2022 | 168 | 18,927,271 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2021 | 2/14/2022 | 167 | 19,825,743 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2021 | 11/15/2021 | 159 | 18,203,460 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2021 | 8/16/2021 | 156 | 18,764,080 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2021 | 5/14/2021 | 151 | 17,430,916 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2020 | 2/16/2021 | 147 | 15,985,116 | 13F-HR | LONDON CO OF VIRGINIA |
| Q3 2020 | 11/13/2020 | 137 | 14,039,608 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2020 | 8/14/2020 | 136 | 12,865,702 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2020 | 5/15/2020 | 162 | 10,458,642 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2019 | 2/14/2020 | 150 | 12,975,724 | 13F-HR | LONDON CO OF VIRGINIA |
| Q2 2014 | 8/7/2014 | 117 | 9,151,316 | 13F-HR | LONDON CO OF VIRGINIA |
| Q1 2014 | 5/8/2014 | 108 | 8,890,865 | 13F-HR | LONDON CO OF VIRGINIA |
| Q4 2013 | 2/13/2014 | 95 | 8,779,661 | 13F-HR | LONDON CO OF VIRGINIA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.01 M | 98.1% | 0 | 877 K | -877 K |
| ETFs | 136.8 K | 0.8% | 102.3 K | 0 | 102.3 K |
| Other | 187.9 K | 1.1% | 0 | 7.799 K | -7.799 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
17,332,761
Holdings
170
QoQ value change ($000)
-782,557
(-4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.