LONDON CO OF VIRGINIA Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$11.7B
Holdings
139
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $478.3M |
CSCOCISCO SYS INC | $367.2M |
NSCNORFOLK SOUTHERN CORP | $362.6M |
CCLCARNIVAL CORP | $350.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $340.8M |
WFCWELLS FARGO CO NEW | $327.5M |
NEUNEWMARKET CORP | $315.2M |
BLKCHFBLACKROCK INC | $311.2M |
MOALTRIA GROUP INC | $257.3M |
MRKMERCK & CO INC | $252.6M |
INTCINTEL CORP | $237.4M |
PAYXPAYCHEX INC | $236.4M |
DEODIAGEO P L C | $231.0M |
BACVERIZON COMMUNICATIONS INC | $227.3M |
JNJJOHNSON & JOHNSON | $225.9M |
CINFCINCINNATI FINL CORP | $221.3M |
FASTFASTENAL CO | $216.0M |
DLTRDOLLAR TREE INC | $215.4M |
LOWLOWES COS INC | $212.9M |
PFEPFIZER INC | $209.1M |
8CWCROWN CASTLE INTL CORP NEW | $207.8M |
CVXCHEVRON CORP NEW | $206.8M |
UPSUNITED PARCEL SERVICE INC | $195.5M |
MSFTMICROSOFT CORP | $193.5M |
PCARPACCAR INC | $193.3M |
KMXCARMAX INC | $179.1M |
GDGENERAL DYNAMICS CORP | $175.6M |
KOCOCA COLA CO | $162.3M |
TXNTEXAS INSTRS INC | $158.6M |
GOOGALPHABET INC | $140.4M |
VVISA INC | $138.5M |
AWIARMSTRONG WORLD INDS INC NEW | $134.3M |
DYHTARGET CORP | $130.6M |
BENFRANKLIN RES INC | $123.9M |
MLMMARTIN MARIETTA MATLS INC | $119.6M |
DUKDUKE ENERGY CORP NEW | $117.0M |
YUSDALLEGHANY CORP DEL | $116.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $111.5M |
KMIKINDER MORGAN INC DEL | $106.1M |
—U S G CORP | $98.9M |
CPRTCOPART INC | $98.3M |
POSTPOST HLDGS INC | $93.4M |
PGRPROGRESSIVE CORP OHIO | $91.5M |
ORLYO REILLY AUTOMOTIVE INC NEW | $88.1M |
LWLAMB WESTON HLDGS INC | $87.8M |
VSMEURVERSUM MATLS INC | $85.9M |
FDXFEDEX CORP | $85.5M |
PAGPENSKE AUTOMOTIVE GRP INC | $83.9M |
HDHOME DEPOT INC | $83.1M |
S76STORE CAP CORP | $81.8M |
4I1PHILIP MORRIS INTL INC | $80.8M |
HASHASBRO INC | $79.5M |
DDOMINION ENERGY INC | $76.3M |
LUVSOUTHWEST AIRLS CO | $72.8M |
ENRENERGIZER HLDGS INC NEW | $72.8M |
DALDELTA AIR LINES INC DEL | $72.6M |
WTMWHITE MTNS INS GROUP LTD | $71.1M |
ENQENTEGRIS INC | $68.0M |
FRFIRST INDUSTRIAL REALTY TRUS | $63.1M |
ALBALBEMARLE CORP | $60.0M |
SCHWTHE CHARLES SCHWAB CORPORATI | $59.0M |
AXTAAXALTA COATING SYS LTD | $55.2M |
STSENSATA TECHNOLOGIES HLDNG P | $51.3M |
APHAMPHENOL CORP NEW | $51.0M |
VMCVULCAN MATLS CO | $49.0M |
PRGOPERRIGO CO PLC | $47.1M |
LSTRLANDSTAR SYS INC | $47.0M |
GATXGATX CORP | $45.0M |
NGVTINGEVITY CORP | $44.5M |
CITCINTAS CORP | $44.3M |
TIFEURTIFFANY & CO NEW | $44.0M |
CTXSEURCITRIX SYS INC | $44.0M |
MTBM & T BK CORP | $42.7M |
BMYBRISTOL MYERS SQUIBB CO | $42.0M |
RGRSTURM RUGER & CO INC | $41.6M |
AWMSKYWORKS SOLUTIONS INC | $41.2M |
TROWPRICE T ROWE GROUP INC | $40.3M |
BALLBALL CORP | $38.3M |
BF/BBROWN FORMAN CORP | $37.4M |
MBIMBIA INC | $37.0M |
ALEXALEXANDER & BALDWIN INC NEW | $33.7M |
—GCP APPLIED TECHNOLOGIES INC | $31.8M |
KAMNUSDKAMAN CORP | $31.7M |
CDKCDK GLOBAL INC | $30.6M |
MSMMSC INDL DIRECT INC | $26.4M |
DECKDECKERS OUTDOOR CORP | $24.9M |
—UNION BANKSHARES CORP NEW | $24.4M |
MSGNMSG NETWORK INC | $24.3M |
CHRCHURCHILL DOWNS INC | $23.6M |
EVEUREATON VANCE CORP | $22.9M |
UNFUNIFIRST CORP MASS | $22.7M |
WHRWHIRLPOOL CORP | $22.1M |
MATXMATSON INC | $18.8M |
PSMTPRICESMART INC | $18.4M |
DOOREURMASONITE INTL CORP NEW | $18.3M |
TPDTEMPUR SEALY INTL INC | $16.9M |
MHKMOHAWK INDS INC | $16.8M |
DRQEURDRIL QUIP INC | $16.7M |
GLWCORNING INC | $16.5M |
BRKRBRUKER CORP | $16.1M |
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