EDGAR LOMAX CO/VA

Q3 2025 13F-HR Holdings

Location
Kingstowne, VA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
58
Total value ($000)
$1,276,955
Net value change ($000)
-304,004 (-19.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVE 228 5.6%
SPY 159 7.9%
SWPPX 131 18.4%
HSBC 26 16.8%
BRK-B 25 3.4%
HONDA MOTOR CO LTD 8 7.3%
Top Reduces (Value $000, Stocks/ETFs)
MDLZ -19,097 -28.3%
KO -18,468 -27.5%
IBM -17,731 -25.9%
VZ -16,488 -21.5%
T -15,749 -24.5%
TGT -15,220 -29.7%
CVS -12,866 -15.5%
FDX -11,348 -19.8%
CSCO -10,492 -23.7%
MRK -10,342 -18.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type