LONDON CO OF VIRGINIA Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$13.0B
Holdings
150
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $682.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $472.8M |
NSCNORFOLK SOUTHERN CORP | $351.8M |
WFCWELLS FARGO CO NEW | $340.4M |
BLKCHFBLACKROCK INC | $339.6M |
CCLCARNIVAL CORP | $315.5M |
CSCOCISCO SYS INC | $302.8M |
LOWLOWES COS INC | $291.1M |
PFEPFIZER INC | $283.5M |
MRKMERCK & CO INC | $272.0M |
INTCINTEL CORP | $260.4M |
MSFTMICROSOFT CORP | $255.2M |
FASTFASTENAL CO | $247.2M |
TXNTEXAS INSTRS INC | $246.8M |
NEUNEWMARKET CORP | $243.5M |
DDOMINION ENERGY INC | $237.9M |
DEODIAGEO P L C | $235.2M |
JNJJOHNSON & JOHNSON | $232.5M |
8CWCROWN CASTLE INTL CORP NEW | $227.8M |
BACVERIZON COMMUNICATIONS INC | $223.6M |
DALDELTA AIR LINES INC DEL | $213.0M |
DYHTARGET CORP | $206.2M |
CVXCHEVRON CORP NEW | $205.6M |
UPSUNITED PARCEL SERVICE INC | $202.1M |
KMXCARMAX INC | $198.9M |
MOALTRIA GROUP INC | $195.4M |
PAYXPAYCHEX INC | $191.3M |
YUSDALLEGHANY CORP DEL | $189.9M |
CINFCINCINNATI FINL CORP | $181.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $177.3M |
AWIARMSTRONG WORLD INDS INC NEW | $169.9M |
ENQENTEGRIS INC | $166.4M |
KOCOCA COLA CO | $142.4M |
PCARPACCAR INC | $140.1M |
MLMMARTIN MARIETTA MATLS INC | $138.4M |
CTXSEURCITRIX SYS INC | $135.5M |
CPRTCOPART INC | $132.8M |
DLTRDOLLAR TREE INC | $127.7M |
GOOGALPHABET INC | $125.0M |
LWLAMB WESTON HLDGS INC | $114.8M |
S76STORE CAP CORP | $112.2M |
FOXAFOX CORP | $111.8M |
KMIKINDER MORGAN INC DEL | $110.7M |
POSTPOST HLDGS INC | $108.8M |
VVISA INC | $93.8M |
HDSUSDHD SUPPLY HLDGS INC | $90.9M |
AXTAAXALTA COATING SYS LTD | $90.3M |
AWMSKYWORKS SOLUTIONS INC | $89.2M |
MTBM & T BK CORP | $88.6M |
BENFRANKLIN RES INC | $88.0M |
VMCVULCAN MATLS CO | $87.7M |
CITCINTAS CORP | $86.8M |
APHAMPHENOL CORP NEW | $86.0M |
WTMWHITE MTNS INS GROUP LTD | $80.7M |
HASHASBRO INC | $78.5M |
ORLYO REILLY AUTOMOTIVE INC NEW | $76.8M |
CHRCHURCHILL DOWNS INC | $76.7M |
STSENSATA TECHNOLOGIES HLDNG P | $76.7M |
MCMOELIS & CO | $74.9M |
4I1PHILIP MORRIS INTL INC | $74.7M |
HDHOME DEPOT INC | $73.6M |
PGRPROGRESSIVE CORP OHIO | $72.7M |
TROWPRICE T ROWE GROUP INC | $72.2M |
BF/BBROWN FORMAN CORP | $70.1M |
FRFIRST INDUSTRIAL REALTY TRUS | $69.1M |
PRGOPERRIGO CO PLC | $65.0M |
BKIEURBLACK KNIGHT INC | $60.4M |
GDGENERAL DYNAMICS CORP | $57.7M |
LUVSOUTHWEST AIRLS CO | $57.5M |
FDXFEDEX CORP | $52.9M |
UNFUNIFIRST CORP MASS | $52.9M |
APDAIR PRODS & CHEMS INC | $51.4M |
SCHWTHE CHARLES SCHWAB CORPORATI | $50.4M |
LSTRLANDSTAR SYS INC | $45.1M |
ENRENERGIZER HLDGS INC NEW | $43.5M |
PAGPENSKE AUTOMOTIVE GRP INC | $43.4M |
BMYBRISTOL MYERS SQUIBB CO | $43.3M |
ALSNALLISON TRANSMISSION HLDGS I | $42.2M |
CDKCDK GLOBAL INC | $41.8M |
NGVTINGEVITY CORP | $33.9M |
MBIMBIA INC | $33.2M |
KAMNUSDKAMAN CORP | $32.9M |
GATXGATX CORP | $32.5M |
BALLBALL CORP | $31.5M |
TPDTEMPUR SEALY INTL INC | $28.9M |
EVEUREATON VANCE CORP | $28.7M |
DECKDECKERS OUTDOOR CORP | $27.3M |
AUBATLANTIC UN BANKSHARES CORP | $26.2M |
DOOREURMASONITE INTL CORP NEW | $24.3M |
ALEXALEXANDER & BALDWIN INC NEW | $24.1M |
MSMMSC INDL DIRECT INC | $23.5M |
GHCGRAHAM HLDGS CO | $23.2M |
IVVISHARES TR | $22.2M |
—GCP APPLIED TECHNOLOGIES INC | $20.6M |
PSMTPRICESMART INC | $20.5M |
DRQEURDRIL QUIP INC | $20.0M |
BRKRBRUKER CORP | $19.6M |
MATXMATSON INC | $19.5M |
MSGNMSG NETWORK INC | $19.0M |
NKENIKE INC | $17.6M |
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