LONDON CO OF VIRGINIA Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$18.2B
Holdings
159
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (159 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $660.1M |
TXNTEXAS INSTRS INC | $562.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $542.5M |
BLKCHFBLACKROCK INC | $521.7M |
LOWLOWES COS INC | $511.8M |
MSFTMICROSOFT CORP | $477.1M |
ENQENTEGRIS INC | $476.8M |
JNJJOHNSON & JOHNSON | $451.9M |
NSCNORFOLK SOUTHN CORP | $434.3M |
CINFCINCINNATI FINL CORP | $430.3M |
DYHTARGET CORP | $387.6M |
KMXCARMAX INC | $358.0M |
CSCOCISCO SYS INC | $350.9M |
UPSUNITED PARCEL SERVICE INC | $340.4M |
ODFLOLD DOMINION FREIGHT LINE IN | $323.9M |
PGRPROGRESSIVE CORP | $323.3M |
DEODIAGEO PLC | $320.2M |
PFEPFIZER INC | $319.4M |
DDOMINION ENERGY INC | $305.7M |
APDAIR PRODS & CHEMS INC | $299.6M |
8CWCROWN CASTLE INTL CORP NEW | $297.8M |
MOALTRIA GROUP INC | $294.9M |
CPRTCOPART INC | $290.5M |
BACVERIZON COMMUNICATIONS INC | $286.8M |
POSTPOST HLDGS INC | $282.1M |
PAYXPAYCHEX INC | $269.3M |
S76STORE CAP CORP | $266.2M |
AWIARMSTRONG WORLD INDS INC NEW | $262.7M |
CMCSACOMCAST CORP NEW | $260.1M |
INTCINTEL CORP | $250.9M |
NEUNEWMARKET CORP | $247.9M |
CHRCHURCHILL DOWNS INC | $244.5M |
FASTFASTENAL CO | $244.2M |
MRKMERCK & CO INC | $232.6M |
CVXCHEVRON CORP NEW | $225.6M |
MCMOELIS & CO | $221.9M |
CTXSEURCITRIX SYS INC | $217.1M |
UNFUNIFIRST CORP MASS | $209.7M |
VMCVULCAN MATLS CO | $203.9M |
4I1PHILIP MORRIS INTL INC | $199.2M |
OTISOTIS WORLDWIDE CORP | $195.9M |
AWMSKYWORKS SOLUTIONS INC | $191.9M |
BKIEURBLACK KNIGHT INC | $185.0M |
GOOGALPHABET INC | $170.0M |
YUSDALLEGHANY CORP MD | $167.7M |
LWLAMB WESTON HLDGS INC | $162.4M |
BALLBALL CORP | $155.2M |
STESTERIS PLC | $155.2M |
MTBM & T BK CORP | $154.7M |
PRGOPERRIGO CO PLC | $151.4M |
DLTRDOLLAR TREE INC | $142.6M |
STSENSATA TECHNOLOGIES HLDG PL | $139.8M |
ATRAPTARGROUP INC | $139.1M |
MLMMARTIN MARIETTA MATLS INC | $135.7M |
APHAMPHENOL CORP NEW | $123.7M |
BENFRANKLIN RESOURCES INC | $117.7M |
HASHASBRO INC | $116.3M |
BF/BBROWN FORMAN CORP | $104.4M |
HDHOME DEPOT INC | $96.9M |
ALSNALLISON TRANSMISSION HLDGS I | $95.1M |
VVISA INC | $92.2M |
ORLYOREILLY AUTOMOTIVE INC | $91.0M |
METAFACEBOOK INC | $81.5M |
WTMWHITE MTNS INS GROUP LTD | $81.3M |
SCHWSCHWAB CHARLES CORP | $81.0M |
HAEHAEMONETICS CORP MASS | $71.8M |
FDXFEDEX CORP | $66.7M |
DECKDECKERS OUTDOOR CORP | $63.5M |
CHDCHURCH & DWIGHT INC | $63.2M |
FISVFISERV INC | $59.1M |
FRFIRST INDL RLTY TR INC | $56.8M |
BRBROADRIDGE FINL SOLUTIONS IN | $51.6M |
—GCP APPLIED TECHNOLOGIES INC | $51.6M |
CNNECANNAE HLDGS INC | $49.2M |
TPDTEMPUR SEALY INTL INC | $46.4M |
AXTAAXALTA COATING SYS LTD | $44.6M |
THGHANOVER INS GROUP INC | $43.4M |
LSTRLANDSTAR SYS INC | $42.1M |
AERAERCAP HOLDINGS NV | $41.5M |
JKHYHENRY JACK & ASSOC INC | $41.4M |
PAGPENSKE AUTOMOTIVE GRP INC | $37.0M |
NGVTINGEVITY CORP | $30.7M |
MATXMATSON INC | $30.6M |
REYNREYNOLDS CONSUMER PRODS INC | $30.0M |
MUSAMURPHY USA INC | $29.8M |
DOOREURMASONITE INTL CORP | $28.6M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $28.6M |
QLYSQUALYS INC | $25.9M |
IVVISHARES TR | $24.3M |
MBIMBIA INC | $23.2M |
GOLFACUSHNET HLDGS CORP | $22.8M |
ALEXALEXANDER & BALDWIN INC NEW | $22.7M |
NKENIKE INC | $21.9M |
TSAACI WORLDWIDE INC | $21.2M |
LIVNLIVANOVA PLC | $20.6M |
AUBATLANTIC UN BANKSHARES CORP | $20.5M |
MBUUMALIBU BOATS INC | $19.5M |
CTSCTS CORP | $18.6M |
EPRTESSENTIAL PPTYS RLTY TR INC | $18.4M |
PSMTPRICESMART INC | $17.9M |
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