LONDON CO OF VIRGINIA Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$12.5B

Holdings

135

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
AAPLAPPLE INC
$469.9M
GDGENERAL DYNAMICS CORP
$463.1M
BLKCHFBLACKROCK INC
$450.0M
CCLCARNIVAL CORP
$444.2M
NSCNORFOLK SOUTHERN CORP
$438.0M
WFCWELLS FARGO CO NEW
$402.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$387.0M
NEUNEWMARKET CORP
$379.6M
CSCOCISCO SYS INC
$332.2M
MSFTMICROSOFT CORP
$286.2M
MOALTRIA GROUP INC
$276.8M
INTCINTEL CORP
$260.1M
DYHTARGET CORP
$248.1M
LOWLOWES COS INC
$219.6M
CINFCINCINNATI FINL CORP
$217.8M
CVXCHEVRON CORP NEW
$217.6M
DEODIAGEO P L C
$217.4M
BACVERIZON COMMUNICATIONS INC
$208.0M
8CWCROWN CASTLE INTL CORP NEW
$200.6M
DLTRDOLLAR TREE INC
$199.9M
PFEPFIZER INC
$198.4M
CLSCA INC
$196.3M
UPSUNITED PARCEL SERVICE INC
$195.7M
PAYXPAYCHEX INC
$193.9M
PCARPACCAR INC
$188.5M
PGRPROGRESSIVE CORP OHIO
$187.5M
MRKMERCK & CO INC
$186.3M
KMXCARMAX INC
$174.0M
KOCOCA COLA CO
$169.7M
GOOGALPHABET INC
$138.4M
ENRENERGIZER HLDGS INC NEW
$137.4M
U S G CORP
$131.1M
VVISA INC
$123.7M
YUSDALLEGHANY CORP DEL
$120.8M
ODFLOLD DOMINION FGHT LINES INC
$117.7M
DUKDUKE ENERGY CORP NEW
$113.4M
CPRTCOPART INC
$113.1M
4I1PHILIP MORRIS INTL INC
$112.7M
AWIARMSTRONG WORLD INDS INC NEW
$112.2M
DEDEERE & CO
$111.5M
PAGPENSKE AUTOMOTIVE GRP INC
$107.5M
DST SYS INC DEL
$107.2M
HASHASBRO INC
$100.4M
LLYLILLY ELI & CO
$92.5M
KMIKINDER MORGAN INC DEL
$91.4M
ORBITAL ATK INC
$89.8M
POSTPOST HLDGS INC
$88.5M
NKENIKE INC
$88.1M
DECKDECKERS OUTDOOR CORP
$80.9M
WTMWHITE MTNS INS GROUP LTD
$80.1M
DDOMINION ENERGY INC
$76.4M
FRFIRST INDUSTRIAL REALTY TRUS
$74.6M
LSTRLANDSTAR SYS INC
$72.5M
VSMEURVERSUM MATLS INC
$71.1M
CITCINTAS CORP
$67.5M
ALXNALEXION PHARMACEUTICALS INC
$66.0M
MLMMARTIN MARIETTA MATLS INC
$64.5M
ORLYO REILLY AUTOMOTIVE INC NEW
$64.1M
BMYBRISTOL MYERS SQUIBB CO
$63.2M
FDXFEDEX CORP
$62.9M
GATXGATX CORP
$62.3M
LUVSOUTHWEST AIRLS CO
$61.0M
S76STORE CAP CORP
$59.0M
STSENSATA TECHNOLOGIES HLDNG P
$58.1M
RGRSTURM RUGER & CO INC
$57.0M
LWLAMB WESTON HLDGS INC
$53.9M
MTBM & T BK CORP
$53.0M
GISGENERAL MLS INC
$52.7M
KAMNUSDKAMAN CORP
$52.2M
MBIMBIA INC
$50.1M
ALEXALEXANDER & BALDWIN INC NEW
$47.9M
NGVTINGEVITY CORP
$47.7M
EVEUREATON VANCE CORP
$45.9M
BACBANK AMER CORP
$45.2M
PSMTPRICESMART INC
$41.5M
APHAMPHENOL CORP NEW
$38.9M
MSGNMSG NETWORK INC
$38.7M
SPBSPECTRUM BRANDS HLDGS INC
$37.4M
MSMMSC INDL DIRECT INC
$36.8M
CTXSEURCITRIX SYS INC
$36.5M
TROWPRICE T ROWE GROUP INC
$36.4M
TIFEURTIFFANY & CO NEW
$36.3M
EPCEDGEWELL PERS CARE CO
$35.9M
BALLBALL CORP
$35.1M
BF/BBROWN FORMAN CORP
$32.4M
GCP APPLIED TECHNOLOGIES INC
$31.9M
SCISERVICE CORP INTL
$31.3M
TPDTEMPUR SEALY INTL INC
$30.4M
VMCVULCAN MATLS CO
$28.9M
COOPER TIRE & RUBR CO
$25.1M
MATXMATSON INC
$23.0M
WHRWHIRLPOOL CORP
$21.5M
DRQEURDRIL-QUIP INC
$21.4M
BRKRBRUKER CORP
$18.9M
VOYAVOYA FINL INC
$17.3M
SYMCEURSYMANTEC CORP
$16.2M
IVVISHARES TR
$15.9M
GLWCORNING INC
$13.1M
TGTREDEGAR CORP
$12.7M
OLNOLIN CORP
$12.7M
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