LONDON CO OF VIRGINIA Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$12.1B

Holdings

144

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (144 positions)

StockValue
AAPLAPPLE INC
$528.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$440.9M
NSCNORFOLK SOUTHERN CORP
$331.0M
WFCWELLS FARGO CO NEW
$324.4M
CSCOCISCO SYS INC
$318.3M
BLKCHFBLACKROCK INC
$305.9M
CINFCINCINNATI FINL CORP
$300.5M
CCLCARNIVAL CORP
$288.8M
LOWLOWES COS INC
$270.2M
PFEPFIZER INC
$264.7M
MRKMERCK & CO INC
$255.2M
TXNTEXAS INSTRS INC
$247.6M
DDOMINION ENERGY INC
$234.3M
NEUNEWMARKET CORP
$231.4M
DEODIAGEO P L C
$231.1M
MSFTMICROSOFT CORP
$227.9M
INTCINTEL CORP
$227.5M
PAYXPAYCHEX INC
$226.1M
8CWCROWN CASTLE INTL CORP NEW
$225.8M
BACVERIZON COMMUNICATIONS INC
$223.1M
FASTFASTENAL CO
$220.9M
DALDELTA AIR LINES INC DEL
$214.3M
UPSUNITED PARCEL SERVICE INC
$210.1M
JNJJOHNSON & JOHNSON
$208.2M
CVXCHEVRON CORP NEW
$207.1M
KMXCARMAX INC
$192.8M
YUSDALLEGHANY CORP DEL
$180.1M
DYHTARGET CORP
$174.0M
AWIARMSTRONG WORLD INDS INC NEW
$163.6M
MOALTRIA GROUP INC
$159.4M
DLTRDOLLAR TREE INC
$150.8M
ODFLOLD DOMINION FREIGHT LINE IN
$146.5M
ENQENTEGRIS INC
$145.1M
KOCOCA COLA CO
$141.7M
MLMMARTIN MARIETTA MATLS INC
$140.0M
PCARPACCAR INC
$125.2M
GOOGALPHABET INC
$117.4M
KMIKINDER MORGAN INC DEL
$109.3M
CPRTCOPART INC
$107.3M
S76STORE CAP CORP
$103.0M
BENFRANKLIN RES INC
$102.5M
POSTPOST HLDGS INC
$98.7M
CTXSEURCITRIX SYS INC
$97.4M
PAGPENSKE AUTOMOTIVE GRP INC
$95.7M
LWLAMB WESTON HLDGS INC
$91.5M
FOXAFOX CORP
$89.9M
VVISA INC
$88.6M
AXTAAXALTA COATING SYS LTD
$83.7M
PGRPROGRESSIVE CORP OHIO
$81.1M
HDHOME DEPOT INC
$80.7M
WTMWHITE MTNS INS GROUP LTD
$79.8M
HASHASBRO INC
$79.7M
VMCVULCAN MATLS CO
$78.9M
CITCINTAS CORP
$74.1M
ORLYO REILLY AUTOMOTIVE INC NEW
$72.1M
MCMOELIS & CO
$71.8M
MTBM & T BK CORP
$70.6M
VSMEURVERSUM MATLS INC
$70.0M
FRFIRST INDUSTRIAL REALTY TRUS
$67.3M
4I1PHILIP MORRIS INTL INC
$67.1M
APHAMPHENOL CORP NEW
$65.7M
STSENSATA TECHNOLOGIES HLDNG P
$65.0M
PRGOPERRIGO CO PLC
$63.3M
GDGENERAL DYNAMICS CORP
$62.2M
LUVSOUTHWEST AIRLS CO
$60.1M
TROWPRICE T ROWE GROUP INC
$58.0M
BF/BBROWN FORMAN CORP
$55.9M
FDXFEDEX CORP
$54.1M
UNFUNIFIRST CORP MASS
$52.1M
HDSUSDHD SUPPLY HLDGS INC
$51.9M
AWMSKYWORKS SOLUTIONS INC
$50.0M
ENRENERGIZER HLDGS INC NEW
$48.7M
LSTRLANDSTAR SYS INC
$45.6M
SCHWTHE CHARLES SCHWAB CORPORATI
$44.8M
ALBALBEMARLE CORP
$39.5M
CHRCHURCHILL DOWNS INC
$36.4M
BMYBRISTOL MYERS SQUIBB CO
$35.2M
ALSNALLISON TRANSMISSION HLDGS I
$35.2M
MBIMBIA INC
$33.9M
NGVTINGEVITY CORP
$33.8M
CDKCDK GLOBAL INC
$31.4M
GATXGATX CORP
$31.0M
KAMNUSDKAMAN CORP
$30.4M
ALEXALEXANDER & BALDWIN INC NEW
$30.3M
BALLBALL CORP
$30.3M
EVEUREATON VANCE CORP
$28.3M
AUBATLANTIC UN BANKSHARES CORP
$26.7M
TPDTEMPUR SEALY INTL INC
$26.2M
DECKDECKERS OUTDOOR CORP
$24.3M
MSMMSC INDL DIRECT INC
$22.5M
DRQEURDRIL QUIP INC
$22.2M
PSMTPRICESMART INC
$21.0M
DOOREURMASONITE INTL CORP NEW
$19.9M
MATXMATSON INC
$18.4M
MSGNMSG NETWORK INC
$17.6M
BRKRBRUKER CORP
$17.3M
GCP APPLIED TECHNOLOGIES INC
$17.3M
IVVISHARES TR
$16.6M
NKENIKE INC
$16.3M
MHKMOHAWK INDS INC
$15.9M
Page 1 of 2Next