LONDON CO OF VIRGINIA Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$18.8B
Holdings
156
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (156 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $629.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $586.1M |
TXNTEXAS INSTRS INC | $552.7M |
BLKCHFBLACKROCK INC | $535.0M |
ENQENTEGRIS INC | $489.8M |
LOWLOWES COS INC | $479.3M |
NSCNORFOLK SOUTHN CORP | $474.7M |
JNJJOHNSON & JOHNSON | $452.0M |
MSFTMICROSOFT CORP | $447.9M |
CINFCINCINNATI FINL CORP | $446.4M |
DYHTARGET CORP | $399.3M |
KMXCARMAX INC | $392.4M |
UPSUNITED PARCEL SERVICE INC | $378.6M |
CSCOCISCO SYS INC | $335.8M |
APDAIR PRODS & CHEMS INC | $331.2M |
8CWCROWN CASTLE INTL CORP NEW | $326.1M |
DEODIAGEO PLC | $310.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $310.4M |
AWIARMSTRONG WORLD INDS INC NEW | $308.1M |
MOALTRIA GROUP INC | $307.4M |
CPRTCOPART INC | $300.4M |
DDOMINION ENERGY INC | $299.1M |
S76STORE CAP CORP | $298.1M |
AWMSKYWORKS SOLUTIONS INC | $297.9M |
BACVERIZON COMMUNICATIONS INC | $294.7M |
POSTPOST HLDGS INC | $291.5M |
PFEPFIZER INC | $284.0M |
PGRPROGRESSIVE CORP | $266.7M |
CMCSACOMCAST CORP NEW | $258.0M |
INTCINTEL CORP | $257.8M |
CTXSEURCITRIX SYS INC | $252.6M |
PAYXPAYCHEX INC | $250.3M |
NEUNEWMARKET CORP | $244.6M |
FASTFASTENAL CO | $239.5M |
MRKMERCK & CO INC | $234.2M |
CVXCHEVRON CORP NEW | $228.0M |
LWLAMB WESTON HLDGS INC | $227.2M |
VMCVULCAN MATLS CO | $222.2M |
MCMOELIS & CO | $214.4M |
BKIEURBLACK KNIGHT INC | $210.1M |
OTISOTIS WORLDWIDE CORP | $206.2M |
4I1PHILIP MORRIS INTL INC | $204.5M |
YUSDALLEGHANY CORP MD | $188.8M |
UNFUNIFIRST CORP MASS | $183.9M |
ATRAPTARGROUP INC | $175.4M |
STESTERIS PLC | $166.0M |
GOOGALPHABET INC | $163.2M |
MLMMARTIN MARIETTA MATLS INC | $161.1M |
MTBM & T BK CORP | $159.6M |
DLTRDOLLAR TREE INC | $157.5M |
STSENSATA TECHNOLOGIES HLDG PL | $155.3M |
PRGOPERRIGO CO PLC | $154.3M |
HASHASBRO INC | $129.5M |
CITCINTAS CORP | $127.7M |
BF/BBROWN FORMAN CORP | $123.6M |
BENFRANKLIN RESOURCES INC | $123.4M |
APHAMPHENOL CORP NEW | $122.4M |
ALSNALLISON TRANSMISSION HLDGS I | $114.2M |
SCHWSCHWAB CHARLES CORP | $102.0M |
VVISA INC | $99.3M |
HDHOME DEPOT INC | $96.0M |
CHRCHURCHILL DOWNS INC | $95.2M |
FDXFEDEX CORP | $94.3M |
WTMWHITE MTNS INS GROUP LTD | $89.3M |
ORLYOREILLY AUTOMOTIVE INC | $86.5M |
METAFACEBOOK INC | $85.1M |
BALLBALL CORP | $83.1M |
CDKCDK GLOBAL INC | $80.5M |
FRFIRST INDL RLTY TR INC | $70.3M |
HAEHAEMONETICS CORP MASS | $70.2M |
DECKDECKERS OUTDOOR CORP | $69.5M |
CHDCHURCH & DWIGHT INC | $67.9M |
—GCP APPLIED TECHNOLOGIES INC | $54.9M |
TPDTEMPUR SEALY INTL INC | $51.7M |
CNNECANNAE HLDGS INC | $51.1M |
BRBROADRIDGE FINL SOLUTIONS IN | $50.8M |
KOCOCA COLA CO | $50.0M |
AXTAAXALTA COATING SYS LTD | $47.5M |
BMYBRISTOL-MYERS SQUIBB CO | $46.3M |
THGHANOVER INS GROUP INC | $46.1M |
LSTRLANDSTAR SYS INC | $43.4M |
JKHYHENRY JACK & ASSOC INC | $41.8M |
NGVTINGEVITY CORP | $36.1M |
REYNREYNOLDS CONSUMER PRODS INC | $35.7M |
DOOREURMASONITE INTL CORP | $31.1M |
PAGPENSKE AUTOMOTIVE GRP INC | $28.8M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $26.4M |
MATXMATSON INC | $25.0M |
CTSCTS CORP | $24.5M |
MUSAMURPHY USA INC | $24.4M |
TSAACI WORLDWIDE INC | $23.9M |
NKENIKE INC | $23.0M |
LIVNLIVANOVA PLC | $22.5M |
QLYSQUALYS INC | $22.0M |
PSMTPRICESMART INC | $21.7M |
AUBATLANTIC UN BANKSHARES CORP | $21.0M |
KAMNUSDKAMAN CORP | $20.6M |
MBIMBIA INC | $20.3M |
—MANTECH INTERNATIONAL CORP | $19.5M |
GHCGRAHAM HLDGS CO | $19.2M |
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