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)

#StockSharesValue% PortfolioType
101
TRCTEJON RANCH CO
541,161$12.5B100.32%
102
IWMISHARES TR
27,539$4.2B33.54%
103
ALBALBEMARLE CORP
40,603$3.8B30.21%
104
BRK-BBERKSHIRE HATHAWAY INC DEL
10$3.0B23.99%
105
BMTABRITISH AMERN TOB PLC
37,751$2.2B17.46%
106
CSXCSX CORP
37,659$2.1B16.83%
107
IJHISHARES TR
10,627$2.0B15.99%
108
MDLZMONDELEZ INTL INC
37,464$1.6B12.54%
109
IBMINTERNATIONAL BUSINESS MACHS
9,647$1.5B11.87%
110
XOMEXXON MOBIL CORP
19,052$1.4B11.40%
111
NVDANVIDIA CORP
3,980$922.0M7.40%
112
HSYHERSHEY CO
8,737$865.0M6.94%
113
RTN1USDRAYTHEON CO
3,825$826.0M6.63%
114
JNJJOHNSON & JOHNSON
4,490$575.0M4.61%
115
SHWSHERWIN WILLIAMS CO
1,300$510.0M4.09%
116
NFLXNETFLIX INC
1,610$476.0M3.82%
117
TOWNTOWNEBANK PORTSMOUTH VA
16,369$468.0M3.75%
118
AMZNAMAZON COM INC
320$463.0M3.71%
119
SPYSPDR S&P 500 ETF TR
1,672$440.0M3.53%
120
CHRWC H ROBINSON WORLDWIDE INC
4,580$429.0M3.44%
121
VXFVANGUARD INDEX FDS
3,524$393.0M3.15%
122
NEENEXTERA ENERGY INC
2,260$369.0M2.96%
123
RHIROBERT HALF INTL INC
6,100$353.0M2.83%
124
TTMCHFTATA MTRS LTD
12,950$333.0M2.67%
125
NTRNUTRIEN LTD
6,920$327.0M2.62%
126
COSTCOSTCO WHSL CORP NEW
1,730$326.0M2.61%
127
AFGAMERICAN FINL GROUP INC OHIO
2,700$303.0M2.43%
128
GEGENERAL ELECTRIC CO
20,152$272.0M2.18%
129
AMGNAMGEN INC
1,535$262.0M2.10%
130
PEPPEPSICO INC
2,321$253.0M2.03%
131
LPLALPL FINL HLDGS INC
3,850$235.0M1.88%
132
ACNACCENTURE PLC IRELAND
1,479$227.0M1.82%
133
SBUXSTARBUCKS CORP
3,700$214.0M1.72%
134
SONYSONY CORP
4,400$213.0M1.71%
135
MMM3M CO
937$206.0M1.65%
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