LONDON CO OF VIRGINIA Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$16.7T
Holdings
168
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $694.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $564.4M |
TXNTEXAS INSTRS INC | $434.2M |
BLKCHFBLACKROCK INC | $410.3M |
JNJJOHNSON & JOHNSON | $400.9M |
LOWLOWES COS INC | $397.1M |
FISFIDELITY NATL INFORMATION SV | $390.7M |
NSCNORFOLK SOUTHN CORP | $389.3M |
CVXCHEVRON CORP NEW | $377.4M |
MSFTMICROSOFT CORP | $371.3M |
APDAIR PRODS & CHEMS INC | $369.2M |
SBUXSTARBUCKS CORP | $366.4M |
PGRPROGRESSIVE CORP | $339.5M |
SCHWSCHWAB CHARLES CORP | $326.0M |
CSCOCISCO SYS INC | $315.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $312.3M |
NEUNEWMARKET CORP | $302.5M |
MRKMERCK & CO INC | $301.0M |
4I1PHILIP MORRIS INTL INC | $288.0M |
CPRTCOPART INC | $286.4M |
CINFCINCINNATI FINL CORP | $283.7M |
UPSUNITED PARCEL SERVICE INC | $270.8M |
ENQENTEGRIS INC | $269.3M |
AERAERCAP HOLDINGS NV | $258.7M |
PAYXPAYCHEX INC | $257.4M |
FASTFASTENAL CO | $241.3M |
LWLAMB WESTON HLDGS INC | $241.0M |
DEODIAGEO PLC | $236.3M |
MOALTRIA GROUP INC | $235.4M |
VMCVULCAN MATLS CO | $216.6M |
CHRCHURCHILL DOWNS INC | $197.7M |
CMCSACOMCAST CORP NEW | $193.0M |
LIILENNOX INTL INC | $192.8M |
POSTPOST HLDGS INC | $190.3M |
STESTERIS PLC | $189.1M |
AWIARMSTRONG WORLD INDS INC NEW | $188.8M |
8CWCROWN CASTLE INC | $180.7M |
KMXCARMAX INC | $172.1M |
OTISOTIS WORLDWIDE CORP | $170.2M |
DDOMINION ENERGY INC | $169.2M |
AWMSKYWORKS SOLUTIONS INC | $167.6M |
NOCNORTHROP GRUMMAN CORP | $165.8M |
WATWATERS CORP | $158.7M |
MCMOELIS & CO | $154.3M |
UNFUNIFIRST CORP MASS | $153.0M |
HASHASBRO INC | $147.2M |
GOOGALPHABET INC | $145.4M |
ALSNALLISON TRANSMISSION HLDGS I | $142.6M |
DLTRDOLLAR TREE INC | $141.5M |
MTBM & T BK CORP | $141.4M |
POOLPOOL CORP | $141.0M |
MLMMARTIN MARIETTA MATLS INC | $135.3M |
BACVERIZON COMMUNICATIONS INC | $133.9M |
ATRAPTARGROUP INC | $130.8M |
APHAMPHENOL CORP NEW | $126.2M |
CBRECBRE GROUP INC | $123.1M |
WTMWHITE MTNS INS GROUP LTD | $96.0M |
BRBRBELLRING BRANDS INC | $92.0M |
PFEPFIZER INC | $91.5M |
PRGOPERRIGO CO PLC | $90.0M |
BALLBALL CORP | $88.4M |
VVISA INC | $80.9M |
BF/BBROWN FORMAN CORP | $80.1M |
HDHOME DEPOT INC | $76.5M |
ORLYOREILLY AUTOMOTIVE INC | $72.3M |
MUSAMURPHY USA INC | $71.4M |
FDXFEDEX CORP | $68.4M |
MZTILANCASTER COLONY CORP | $65.5M |
DECKDECKERS OUTDOOR CORP | $64.0M |
ALBALBEMARLE CORP | $59.6M |
BRBROADRIDGE FINL SOLUTIONS IN | $54.2M |
RSGREPUBLIC SVCS INC | $54.0M |
CHDCHURCH & DWIGHT CO INC | $52.4M |
FISVFISERV INC | $51.4M |
DYHTARGET CORP | $50.2M |
TPDTEMPUR SEALY INTL INC | $48.9M |
THGHANOVER INS GROUP INC | $45.9M |
TREXTREX CO INC | $44.9M |
CWSTCASELLA WASTE SYS INC | $43.3M |
FRFIRST INDL RLTY TR INC | $43.2M |
CABOCABLE ONE INC | $42.9M |
LSTRLANDSTAR SYS INC | $38.2M |
JKHYHENRY JACK & ASSOC INC | $37.8M |
AXTAAXALTA COATING SYS LTD | $35.0M |
MTNVAIL RESORTS INC | $32.3M |
DOOREURMASONITE INTL CORP | $31.0M |
QLYSQUALYS INC | $28.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $27.3M |
MATXMATSON INC | $27.0M |
VNTVONTIER CORPORATION | $24.8M |
REYNREYNOLDS CONSUMER PRODS INC | $24.1M |
CNNECANNAE HLDGS INC | $23.9M |
CTSCTS CORP | $21.8M |
HAYWHAYWARD HLDGS INC | $21.8M |
GOLFACUSHNET HLDGS CORP | $21.0M |
IVVISHARES TR | $19.8M |
AUBATLANTIC UN BANKSHARES CORP | $19.5M |
ENOVENOVIS CORPORATION | $18.4M |
EPRTESSENTIAL PPTYS RLTY TR INC | $16.6M |
NGVTINGEVITY CORP | $15.1M |
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