LONDON CO OF VIRGINIA Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$19.0B
Holdings
167
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (167 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $623.5M |
AAPLAPPLE INC | $536.1M |
FISFIDELITY NATL INFORMATION SV | $499.9M |
BLKCHFBLACKROCK INC | $483.9M |
NSCNORFOLK SOUTHN CORP | $462.5M |
PGRPROGRESSIVE CORP | $461.6M |
LOWLOWES COS INC | $443.5M |
TXNTEXAS INSTRS INC | $433.1M |
NEUNEWMARKET CORP | $426.5M |
APDAIR PRODS & CHEMS INC | $419.5M |
ENQENTEGRIS INC | $410.7M |
SCHWSCHWAB CHARLES CORP | $393.3M |
MSFTMICROSOFT CORP | $379.8M |
JNJJOHNSON & JOHNSON | $369.5M |
8CWCROWN CASTLE INC | $362.0M |
MRKMERCK & CO INC | $346.0M |
AWIARMSTRONG WORLD INDS INC NEW | $336.2M |
SBUXSTARBUCKS CORP | $334.9M |
CINFCINCINNATI FINL CORP | $325.6M |
CVXCHEVRON CORP NEW | $321.6M |
FASTFASTENAL CO | $305.8M |
4I1PHILIP MORRIS INTL INC | $302.8M |
AERAERCAP HOLDINGS NV | $300.6M |
LWLAMB WESTON HLDGS INC | $282.8M |
ODFLOLD DOMINION FREIGHT LINE IN | $276.5M |
CSCOCISCO SYS INC | $266.3M |
PAYXPAYCHEX INC | $246.7M |
NOCNORTHROP GRUMMAN CORP | $246.1M |
POSTPOST HLDGS INC | $240.1M |
VMCVULCAN MATLS CO | $239.1M |
CPRTCOPART INC | $237.7M |
UPSUNITED PARCEL SERVICE INC | $232.6M |
MOALTRIA GROUP INC | $221.4M |
OTISOTIS WORLDWIDE CORP | $216.7M |
CHRCHURCHILL DOWNS INC | $213.9M |
KMXCARMAX INC | $213.6M |
DEODIAGEO PLC | $211.3M |
POOLPOOL CORP | $210.5M |
WATWATERS CORP | $204.0M |
MCMOELIS & CO | $203.3M |
ALSNALLISON TRANSMISSION HLDGS I | $201.8M |
STESTERIS PLC | $199.8M |
MLMMARTIN MARIETTA MATLS INC | $196.6M |
AWMSKYWORKS SOLUTIONS INC | $189.9M |
LIILENNOX INTL INC | $183.2M |
DLTRDOLLAR TREE INC | $182.0M |
APHAMPHENOL CORP NEW | $178.4M |
DDOMINION ENERGY INC | $171.6M |
BRKRBRUKER CORP | $170.7M |
CMCSACOMCAST CORP NEW | $169.7M |
KEYSKEYSIGHT TECHNOLOGIES INC | $169.0M |
MTBM & T BK CORP | $167.8M |
CBRECBRE GROUP INC | $167.2M |
UNFUNIFIRST CORP MASS | $166.1M |
BACVERIZON COMMUNICATIONS INC | $159.8M |
GOOGALPHABET INC | $159.4M |
ATRAPTARGROUP INC | $155.0M |
HASHASBRO INC | $128.4M |
BALLBALL CORP | $123.5M |
WTMWHITE MTNS INS GROUP LTD | $119.5M |
VVISA INC | $94.9M |
HDHOME DEPOT INC | $91.7M |
ORLYOREILLY AUTOMOTIVE INC | $87.7M |
MZTILANCASTER COLONY CORP | $85.3M |
DECKDECKERS OUTDOOR CORP | $82.0M |
MUSAMURPHY USA INC | $81.5M |
BRBRBELLRING BRANDS INC | $76.0M |
BF/BBROWN FORMAN CORP | $73.7M |
FDXFEDEX CORP | $72.1M |
RSGREPUBLIC SVCS INC | $70.6M |
FISVFISERV INC | $70.6M |
CWSTCASELLA WASTE SYS INC | $61.1M |
THGHANOVER INS GROUP INC | $60.8M |
CHDCHURCH & DWIGHT CO INC | $58.1M |
TREXTREX CO INC | $54.2M |
DOOREURMASONITE INTL CORP | $50.3M |
TPDTEMPUR SEALY INTL INC | $49.6M |
FRFIRST INDL RLTY TR INC | $48.7M |
LSTRLANDSTAR SYS INC | $47.6M |
BRBROADRIDGE FINL SOLUTIONS IN | $47.3M |
ALBALBEMARLE CORP | $45.2M |
AXTAAXALTA COATING SYS LTD | $43.6M |
JKHYHENRY JACK & ASSOC INC | $42.6M |
VNTVONTIER CORPORATION | $41.8M |
TTCTORO CO | $37.3M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $36.5M |
MTNVAIL RESORTS INC | $31.4M |
PFEPFIZER INC | $31.3M |
CNNECANNAE HLDGS INC | $30.7M |
MATXMATSON INC | $30.3M |
GOLFACUSHNET HLDGS CORP | $30.0M |
CABOCABLE ONE INC | $29.9M |
CERTCERTARA INC | $29.1M |
QLYSQUALYS INC | $28.4M |
CTSCTS CORP | $28.1M |
REYNREYNOLDS CONSUMER PRODS INC | $27.7M |
AUBATLANTIC UN BANKSHARES CORP | $27.7M |
ENOVENOVIS CORPORATION | $25.5M |
EPRTESSENTIAL PPTYS RLTY TR INC | $24.5M |
RVLVREVOLVE GROUP INC | $24.0M |
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