EDGAR LOMAX CO/VA

Long Only Manager • Value

EDGAR LOMAX CO/VA is a Value-focused institution based in Alexandria, VA led by Randall Robbi Eley, reporting $1.7B in AUM as of Q3 2025 with CVS as the largest holding (6% allocation).

PresidentRandall Robbi Eley

Portfolio Value: $1.3B
Positions: 56
Top Holding: CVS at 5.52%
Last Reported: Q3 2025

Address5971 Kingstowne Village Parkway, Suite 240, Alexandria, VA, 22315, United States

Top Holdings

Largest long holdings in EDGAR LOMAX CO/VA's portfolio (41.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 CVS Health CVS	Medical - Healthcare Plans Healthcare	$70.4M	5.52%	-$20.6M Sold	0.07% 933.6K shares	Q1 2021 Held for 4y 8m
2 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$62.7M	4.91%	-$18.7M Sold	0.01% 338.1K shares	Q1 2021 Held for 4y 8m
3 Verizon Communications VZ	Telecommunications Services Communication Services	$60.4M	4.73%	-$17.7M Sold	0.03% 1.4M shares	≤ Q2 2013 Held for 12y 5m+
4 International Business Machines IBM	Information Technology Services Technology	$50.7M	3.98%	-$14.8M Sold	0.02% 179.8K shares	Q4 2014 Held for 10y 11m
5 Citigroup C	Banks - Diversified Financial Services	$50.5M	3.96%	-$14.7M Sold	0.03% 497.4K shares	Q1 2018 Held for 7y 8m
6 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$48.8M	3.82%	-$14.3M Sold	0.02% 735.3K shares	Q1 2024 Held for 1y 8m
7 AT&T T	Telecommunications Services Communication Services	$48.7M	3.81%	-$14.2M Sold	0.02% 1.7M shares	≤ Q2 2013 Held for 12y 5m+
8 Mondelez International MDLZ	Food Confectioners Consumer Defensive	$48.4M	3.79%	-$14.1M Sold	0.06% 774.2K shares	Q1 2024 Held for 1y 8m
9 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$47.0M	3.68%	-$13.8M Sold	0.02% 560.2K shares	Q4 2024 Held for 11 months
10 FedEx FDX	Integrated Freight & Logistics Industrials	$46.0M	3.60%	-$13.5M Sold	0.08% 195.0K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EDGAR LOMAX CO/VA's latest filing

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Market Value

$1.3B

Prior: $1.6B

Q/Q Change

-19.25%

-$304.1M

Net Flows % of MV

-28.86%

Turnover Ratio

14.43%

New Purchases

0 stocks

Added To

0 stocks

Sold Out Of

0 stocks

Reduced Holdings

53 stocks

-$368.2M

Increased Positions

Position	Shares Δ	Change
No increased positions

Decreased Positions

Position	Shares Δ	Change
1 Procter & Gamble PG	-23.03%	173.2K → 133.3K −$6.1M
2 Pfizer PFE	-23.03%	792.5K → 610.0K −$4.6M
3 General Dynamics GD	-23.01%	142.8K → 110.0K −$11.2M
4 Johnson & Johnson JNJ	-23.0%	439.1K → 338.1K −$18.7M
5 Amgen AMGN	-23.0%	130.3K → 100.3K −$8.5M