LONDON CO OF VIRGINIA Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$18.9B
Holdings
168
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $811.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $663.2M |
TXNTEXAS INSTRS INC | $545.8M |
CINFCINCINNATI FINL CORP | $510.6M |
JNJJOHNSON & JOHNSON | $493.8M |
BLKCHFBLACKROCK INC | $481.7M |
NSCNORFOLK SOUTHN CORP | $440.9M |
LOWLOWES COS INC | $427.2M |
PGRPROGRESSIVE CORP | $420.4M |
UPSUNITED PARCEL SERVICE INC | $408.8M |
PFEPFIZER INC | $398.3M |
8CWCROWN CASTLE INTL CORP NEW | $396.6M |
MSFTMICROSOFT CORP | $389.3M |
DYHTARGET CORP | $369.0M |
DDOMINION ENERGY INC | $366.5M |
BACVERIZON COMMUNICATIONS INC | $365.8M |
CSCOCISCO SYS INC | $363.6M |
ENQENTEGRIS INC | $359.1M |
DEODIAGEO PLC | $346.7M |
MOALTRIA GROUP INC | $342.9M |
APDAIR PRODS & CHEMS INC | $342.5M |
CVXCHEVRON CORP NEW | $337.4M |
PAYXPAYCHEX INC | $333.6M |
FISFIDELITY NATL INFORMATION SV | $297.1M |
FASTFASTENAL CO | $287.0M |
KMXCARMAX INC | $264.2M |
MRKMERCK & CO INC | $262.8M |
S76STORE CAP CORP | $244.6M |
AWIARMSTRONG WORLD INDS INC NEW | $236.3M |
DLTRDOLLAR TREE INC | $231.7M |
NEUNEWMARKET CORP | $230.9M |
CPRTCOPART INC | $228.5M |
SBUXSTARBUCKS CORP | $225.9M |
LWLAMB WESTON HLDGS INC | $223.8M |
YUSDALLEGHANY CORP MD | $221.4M |
ODFLOLD DOMINION FREIGHT LINE IN | $218.5M |
CHRCHURCHILL DOWNS INC | $217.8M |
VMCVULCAN MATLS CO | $215.7M |
CMCSACOMCAST CORP NEW | $211.1M |
4I1PHILIP MORRIS INTL INC | $202.6M |
STESTERIS PLC | $186.3M |
OTISOTIS WORLDWIDE CORP | $178.5M |
GOOGALPHABET INC | $175.6M |
AERAERCAP HOLDINGS NV | $175.5M |
UNFUNIFIRST CORP MASS | $173.1M |
MTBM & T BK CORP | $171.3M |
POSTPOST HLDGS INC | $168.6M |
CTXSEURCITRIX SYS INC | $159.4M |
MCMOELIS & CO | $159.4M |
BKIEURBLACK KNIGHT INC | $153.2M |
BALLBALL CORP | $151.3M |
AWMSKYWORKS SOLUTIONS INC | $151.1M |
ATRAPTARGROUP INC | $134.4M |
MLMMARTIN MARIETTA MATLS INC | $134.0M |
STSENSATA TECHNOLOGIES HLDG PL | $125.9M |
APHAMPHENOL CORP NEW | $124.0M |
PRGOPERRIGO CO PLC | $119.0M |
ALSNALLISON TRANSMISSION HLDGS I | $103.8M |
HASHASBRO INC | $103.7M |
BF/BBROWN FORMAN CORP | $101.8M |
ORLYOREILLY AUTOMOTIVE INC | $98.9M |
SCHWSCHWAB CHARLES CORP | $91.4M |
VVISA INC | $88.0M |
HDHOME DEPOT INC | $84.9M |
WTMWHITE MTNS INS GROUP LTD | $79.3M |
CHDCHURCH & DWIGHT CO INC | $77.8M |
METAMETA PLATFORMS INC | $77.2M |
FDXFEDEX CORP | $73.3M |
BRBRBELLRING BRANDS INC | $71.2M |
—GCP APPLIED TECHNOLOGIES INC | $68.7M |
HAEHAEMONETICS CORP MASS | $61.4M |
FRFIRST INDL RLTY TR INC | $61.3M |
FISVFISERV INC | $52.9M |
THGHANOVER INS GROUP INC | $48.2M |
JKHYHENRY JACK & ASSOC INC | $47.8M |
DECKDECKERS OUTDOOR CORP | $46.2M |
BRBROADRIDGE FINL SOLUTIONS IN | $46.0M |
MATXMATSON INC | $38.7M |
CABOCABLE ONE INC | $37.8M |
AXTAAXALTA COATING SYS LTD | $35.7M |
LSTRLANDSTAR SYS INC | $34.4M |
REYNREYNOLDS CONSUMER PRODS INC | $32.4M |
CNNECANNAE HLDGS INC | $31.7M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $30.2M |
MUSAMURPHY USA INC | $29.1M |
QLYSQUALYS INC | $28.2M |
HAYWHAYWARD HLDGS INC | $27.0M |
IVVISHARES TR | $26.7M |
MBIMBIA INC | $26.4M |
TPDTEMPUR SEALY INTL INC | $23.6M |
NGVTINGEVITY CORP | $23.5M |
DOOREURMASONITE INTL CORP | $20.4M |
NKENIKE INC | $20.3M |
CTSCTS CORP | $19.4M |
ALEXALEXANDER & BALDWIN INC NEW | $19.0M |
MZTILANCASTER COLONY CORP | $18.8M |
TSAACI WORLDWIDE INC | $18.4M |
LIVNLIVANOVA PLC | $18.0M |
AUBATLANTIC UN BANKSHARES CORP | $17.5M |
PAGPENSKE AUTOMOTIVE GRP INC | $16.8M |
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