LONDON CO OF VIRGINIA Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$17.3B
Holdings
163
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $744.6M |
TXNTEXAS INSTRS INC | $537.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $528.0M |
PGRPROGRESSIVE CORP | $509.6M |
BLKCHFBLACKROCK INC | $449.6M |
SBUXSTARBUCKS CORP | $441.5M |
JNJJOHNSON & JOHNSON | $418.9M |
LOWLOWES COS INC | $403.8M |
APDAIR PRODS & CHEMS INC | $396.7M |
CVXCHEVRON CORP NEW | $385.9M |
UPSUNITED PARCEL SERVICE INC | $360.1M |
MSFTMICROSOFT CORP | $355.7M |
MRKMERCK & CO INC | $330.7M |
CSCOCISCO SYS INC | $328.4M |
DEODIAGEO PLC | $306.9M |
PFEPFIZER INC | $304.1M |
NSCNORFOLK SOUTHN CORP | $302.0M |
CINFCINCINNATI FINL CORP | $299.2M |
LWLAMB WESTON HLDGS INC | $294.3M |
8CWCROWN CASTLE INC | $282.1M |
DYHTARGET CORP | $277.1M |
PAYXPAYCHEX INC | $272.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $269.0M |
MOALTRIA GROUP INC | $265.0M |
CPRTCOPART INC | $262.8M |
BACVERIZON COMMUNICATIONS INC | $256.2M |
FASTFASTENAL CO | $253.6M |
NEUNEWMARKET CORP | $247.1M |
ENQENTEGRIS INC | $246.4M |
CHRCHURCHILL DOWNS INC | $239.6M |
FISFIDELITY NATL INFORMATION SV | $238.7M |
AERAERCAP HOLDINGS NV | $231.4M |
DDOMINION ENERGY INC | $230.2M |
BKIEURBLACK KNIGHT INC | $218.8M |
AWMSKYWORKS SOLUTIONS INC | $211.1M |
POSTPOST HLDGS INC | $209.0M |
4I1PHILIP MORRIS INTL INC | $203.6M |
DLTRDOLLAR TREE INC | $198.6M |
VMCVULCAN MATLS CO | $193.3M |
AWIARMSTRONG WORLD INDS INC NEW | $191.3M |
OTISOTIS WORLDWIDE CORP | $188.0M |
SCHWSCHWAB CHARLES CORP | $180.4M |
CMCSACOMCAST CORP NEW | $174.8M |
STESTERIS PLC | $173.3M |
LIILENNOX INTL INC | $173.2M |
UNFUNIFIRST CORP MASS | $171.0M |
KMXCARMAX INC | $163.3M |
POOLPOOL CORP | $142.7M |
MCMOELIS & CO | $136.7M |
ATRAPTARGROUP INC | $130.0M |
APHAMPHENOL CORP NEW | $129.1M |
CBRECBRE GROUP INC | $126.9M |
HASHASBRO INC | $124.4M |
GOOGALPHABET INC | $118.1M |
MLMMARTIN MARIETTA MATLS INC | $117.5M |
MTBM & T BK CORP | $115.8M |
ALSNALLISON TRANSMISSION HLDGS I | $114.8M |
ORLYOREILLY AUTOMOTIVE INC | $112.1M |
PRGOPERRIGO CO PLC | $106.3M |
BALLBALL CORP | $103.1M |
BF/BBROWN FORMAN CORP | $93.7M |
WTMWHITE MTNS INS GROUP LTD | $89.6M |
VVISA INC | $82.8M |
MZTILANCASTER COLONY CORP | $82.0M |
BRBRBELLRING BRANDS INC | $79.8M |
HDHOME DEPOT INC | $77.4M |
DECKDECKERS OUTDOOR CORP | $69.3M |
FDXFEDEX CORP | $61.7M |
FISVFISERV INC | $54.3M |
THGHANOVER INS GROUP INC | $53.8M |
MUSAMURPHY USA INC | $53.6M |
CHDCHURCH & DWIGHT CO INC | $52.9M |
FRFIRST INDL RLTY TR INC | $49.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $45.5M |
TPDTEMPUR SEALY INTL INC | $43.6M |
AXTAAXALTA COATING SYS LTD | $40.8M |
RBAGBPRITCHIE BROS AUCTIONEERS | $39.5M |
JKHYHENRY JACK & ASSOC INC | $38.0M |
LSTRLANDSTAR SYS INC | $37.9M |
TREXTREX CO INC | $36.1M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $29.9M |
DOOREURMASONITE INTL CORP | $29.7M |
STSENSATA TECHNOLOGIES HLDG PL | $29.0M |
IVVISHARES TR | $27.9M |
REYNREYNOLDS CONSUMER PRODS INC | $27.7M |
CNNECANNAE HLDGS INC | $25.5M |
CTSCTS CORP | $25.4M |
NGVTINGEVITY CORP | $24.3M |
QLYSQUALYS INC | $23.9M |
VNTVONTIER CORPORATION | $21.6M |
GOLFACUSHNET HLDGS CORP | $19.8M |
EPRTESSENTIAL PPTYS RLTY TR INC | $19.3M |
HAYWHAYWARD HLDGS INC | $18.6M |
MATXMATSON INC | $17.8M |
NKENIKE INC | $16.6M |
CABOCABLE ONE INC | $16.5M |
ENOVENOVIS CORPORATION | $16.0M |
AUBATLANTIC UN BANKSHARES CORP | $15.6M |
MBIMBIA INC | $14.6M |
ALEXALEXANDER & BALDWIN INC NEW | $14.3M |
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