LONDON CO OF VIRGINIA Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$17.4B
Holdings
151
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $609.2M |
AAPLAPPLE INC | $555.0M |
TXNTEXAS INSTRS INC | $535.9M |
NSCNORFOLK SOUTHN CORP | $476.7M |
LOWLOWES COS INC | $465.7M |
BLKCHFBLACKROCK INC | $456.7M |
JNJJOHNSON & JOHNSON | $446.1M |
ENQENTEGRIS INC | $429.1M |
CINFCINCINNATI FINL CORP | $387.4M |
KMXCARMAX INC | $386.8M |
MSFTMICROSOFT CORP | $386.6M |
MOALTRIA GROUP INC | $325.3M |
CSCOCISCO SYS INC | $324.7M |
DYHTARGET CORP | $324.4M |
APDAIR PRODS & CHEMS INC | $320.4M |
UPSUNITED PARCEL SERVICE INC | $306.9M |
DDOMINION ENERGY INC | $302.3M |
BACVERIZON COMMUNICATIONS INC | $301.6M |
S76STORE CAP CORP | $293.2M |
CTXSEURCITRIX SYS INC | $290.9M |
INTCINTEL CORP | $290.4M |
8CWCROWN CASTLE INTL CORP NEW | $285.5M |
ODFLOLD DOMINION FREIGHT LINE IN | $282.4M |
NEUNEWMARKET CORP | $279.6M |
AWMSKYWORKS SOLUTIONS INC | $276.9M |
POSTPOST HLDGS INC | $269.4M |
DEODIAGEO PLC | $263.5M |
PFEPFIZER INC | $260.8M |
AWIARMSTRONG WORLD INDS INC NEW | $247.8M |
CMCSACOMCAST CORP NEW | $241.8M |
CPRTCOPART INC | $237.0M |
MRKMERCK & CO. INC | $230.8M |
FASTFASTENAL CO | $229.0M |
PAYXPAYCHEX INC | $227.5M |
CVXCHEVRON CORP NEW | $225.4M |
VMCVULCAN MATLS CO | $209.8M |
LWLAMB WESTON HLDGS INC | $207.2M |
MCMOELIS & CO | $197.8M |
4I1PHILIP MORRIS INTL INC | $180.9M |
DLTRDOLLAR TREE INC | $176.8M |
YUSDALLEGHANY CORP DEL | $168.6M |
OTISOTIS WORLDWIDE CORP | $167.5M |
UNFUNIFIRST CORP MASS | $167.5M |
MTBM & T BK CORP | $161.6M |
BKIEURBLACK KNIGHT INC | $153.3M |
STESTERIS PLC | $149.1M |
STSENSATA TECHNOLOGIES HLDG PL | $146.5M |
MLMMARTIN MARIETTA MATLS INC | $143.9M |
KOCOCA COLA CO | $142.3M |
GOOGALPHABET INC | $132.6M |
PRGOPERRIGO CO PLC | $127.7M |
HASHASBRO INC | $126.4M |
HAEHAEMONETICS CORP MASS | $117.4M |
ATRAPTARGROUP INC | $115.3M |
APHAMPHENOL CORP NEW | $114.5M |
ALSNALLISON TRANSMISSION HLDGS I | $114.3M |
BENFRANKLIN RESOURCES INC | $112.8M |
CITCINTAS CORP | $110.7M |
BF/BBROWN FORMAN CORP | $110.7M |
CHRCHURCHILL DOWNS INC | $102.0M |
HDHOME DEPOT INC | $90.7M |
SCHWSCHWAB CHARLES CORP | $89.7M |
VVISA INC | $88.9M |
FDXFEDEX CORP | $88.2M |
CDKCDK GLOBAL INC | $85.4M |
BALLBALL CORP | $84.7M |
WTMWHITE MTNS INS GROUP LTD | $80.6M |
ORLYOREILLY AUTOMOTIVE INC | $76.5M |
METAFACEBOOK INC | $70.9M |
CHDCHURCH & DWIGHT INC | $68.5M |
PGRPROGRESSIVE CORP | $66.3M |
TPDTEMPUR SEALY INTL INC | $62.4M |
CNNECANNAE HLDGS INC | $59.3M |
FRFIRST INDL RLTY TR INC | $57.6M |
LSTRLANDSTAR SYS INC | $55.6M |
—GCP APPLIED TECHNOLOGIES INC | $53.9M |
DECKDECKERS OUTDOOR CORP | $51.3M |
PAGPENSKE AUTOMOTIVE GRP INC | $44.2M |
BMYBRISTOL-MYERS SQUIBB CO | $43.3M |
BRBROADRIDGE FINL SOLUTIONS IN | $41.2M |
AXTAAXALTA COATING SYS LTD | $39.4M |
THGHANOVER INS GROUP INC | $37.5M |
NGVTINGEVITY CORP | $34.7M |
DOOREURMASONITE INTL CORP | $33.2M |
JKHYHENRY JACK & ASSOC INC | $33.1M |
VAREURVARIAN MED SYS INC | $31.9M |
REYNREYNOLDS CONSUMER PRODS INC | $29.9M |
MATXMATSON INC | $27.0M |
TSAACI WORLDWIDE INC | $25.4M |
PSMTPRICESMART INC | $23.8M |
QLYSQUALYS INC | $23.6M |
AUBATLANTIC UN BANKSHARES CORP | $23.0M |
KAMNUSDKAMAN CORP | $21.7M |
LIVNLIVANOVA PLC | $20.5M |
NKENIKE INC | $20.0M |
—MANTECH INTERNATIONAL CORP | $18.8M |
MBIMBIA INC | $18.1M |
GHCGRAHAM HLDGS CO | $17.8M |
GATXGATX CORP | $17.4M |
ALEXALEXANDER & BALDWIN INC NEW | $17.3M |
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