LONDON CO OF VIRGINIA Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$19.0B

Holdings

169

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AAPLAPPLE INC
$652.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$610.2M
FISFIDELITY NATL INFORMATION SV
$533.4M
APDAIR PRODS & CHEMS INC
$501.9M
PGRPROGRESSIVE CORP
$500.0M
BLKCHFBLACKROCK INC
$490.0M
TXNTEXAS INSTRS INC
$453.6M
NSCNORFOLK SOUTHN CORP
$428.4M
LOWLOWES COS INC
$416.7M
8CWCROWN CASTLE INC
$387.4M
AWIARMSTRONG WORLD INDS INC NEW
$370.4M
4I1PHILIP MORRIS INTL INC
$358.2M
ENQENTEGRIS INC
$343.3M
MSFTMICROSOFT CORP
$340.8M
JNJJOHNSON & JOHNSON
$340.1M
AERAERCAP HOLDINGS NV
$336.0M
CINFCINCINNATI FINL CORP
$333.9M
NEUNEWMARKET CORP
$327.5M
SCHWSCHWAB CHARLES CORP
$310.1M
SBUXSTARBUCKS CORP
$309.9M
CHRCHURCHILL DOWNS INC
$304.0M
POSTPOST HLDGS INC
$272.7M
CVXCHEVRON CORP NEW
$264.8M
MRKMERCK & CO INC
$264.4M
MCMOELIS & CO
$253.0M
ALSNALLISON TRANSMISSION HLDGS I
$247.0M
NOCNORTHROP GRUMMAN CORP
$237.5M
TPDTEMPUR SEALY INTL INC
$236.9M
OTISOTIS WORLDWIDE CORP
$234.6M
PAYXPAYCHEX INC
$234.5M
LIILENNOX INTL INC
$234.2M
MOALTRIA GROUP INC
$232.5M
WATWATERS CORP
$223.4M
CBRECBRE GROUP INC
$221.4M
STESTERIS PLC
$219.8M
ODFLOLD DOMINION FREIGHT LINE IN
$216.6M
CSCOCISCO SYS INC
$213.4M
MTBM & T BK CORP
$212.6M
FASTFASTENAL CO
$212.6M
APHAMPHENOL CORP NEW
$208.4M
TELTE CONNECTIVITY PLC
$205.9M
POOLPOOL CORP
$203.3M
UNFUNIFIRST CORP MASS
$198.0M
VMCVULCAN MATLS CO
$197.9M
CPRTCOPART INC
$193.5M
UPSUNITED PARCEL SERVICE INC
$183.5M
AWMSKYWORKS SOLUTIONS INC
$179.0M
DDOMINION ENERGY INC
$178.6M
ATRAPTARGROUP INC
$178.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$178.2M
DEODIAGEO PLC
$175.4M
LWLAMB WESTON HLDGS INC
$175.1M
GOOGALPHABET INC
$166.3M
BRKRBRUKER CORP
$162.3M
HASHASBRO INC
$149.1M
MLMMARTIN MARIETTA MATLS INC
$147.2M
CMCSACOMCAST CORP NEW
$142.4M
DLTRDOLLAR TREE INC
$141.5M
BALLBALL CORP
$128.7M
WTMWHITE MTNS INS GROUP LTD
$118.5M
MUSAMURPHY USA INC
$102.4M
HDHOME DEPOT INC
$91.6M
VVISA INC
$88.1M
BRBRBELLRING BRANDS INC
$80.8M
MZTILANCASTER COLONY CORP
$77.3M
DECKDECKERS OUTDOOR CORP
$76.9M
FISVFISERV INC
$74.0M
BF/BBROWN FORMAN CORP
$72.6M
CBCHUBB LIMITED
$71.2M
KMXCARMAX INC
$70.8M
RSGREPUBLIC SVCS INC
$70.3M
THGHANOVER INS GROUP INC
$70.2M
CWSTCASELLA WASTE SYS INC
$65.4M
FDXFEDEX CORP
$63.9M
ORLYOREILLY AUTOMOTIVE INC
$63.5M
QLYSQUALYS INC
$58.0M
FRFIRST INDL RLTY TR INC
$55.2M
BRBROADRIDGE FINL SOLUTIONS IN
$54.2M
CHDCHURCH & DWIGHT CO INC
$52.2M
AXTAAXALTA COATING SYS LTD
$50.1M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$49.1M
LSTRLANDSTAR SYS INC
$47.4M
JKHYHENRY JACK & ASSOC INC
$47.3M
TSAACI WORLDWIDE INC
$46.7M
MATXMATSON INC
$39.2M
EPRTESSENTIAL PPTYS RLTY TR INC
$37.9M
TTCTORO CO
$36.7M
AUBATLANTIC UN BANKSHARES CORP
$34.9M
REYNREYNOLDS CONSUMER PRODS INC
$32.9M
CNNECANNAE HLDGS INC
$32.4M
VNTVONTIER CORPORATION
$31.5M
PLUSEPLUS INC
$30.1M
PFEPFIZER INC
$30.1M
CTSCTS CORP
$29.6M
GOLFACUSHNET HLDGS CORP
$29.5M
RVLVREVOLVE GROUP INC
$28.7M
TREXTREX CO INC
$28.5M
CABOCABLE ONE INC
$28.4M
GTESGATES INDL CORP PLC
$27.1M
MTNVAIL RESORTS INC
$26.9M
Page 1 of 2Next