LONDON CO OF VIRGINIA Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$19.8B
Holdings
167
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (167 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $822.1M |
LOWLOWES COS INC | $648.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $589.3M |
BLKCHFBLACKROCK INC | $566.4M |
TXNTEXAS INSTRS INC | $549.2M |
NSCNORFOLK SOUTHN CORP | $538.3M |
JNJJOHNSON & JOHNSON | $465.7M |
PFEPFIZER INC | $438.7M |
8CWCROWN CASTLE INTL CORP NEW | $438.3M |
APDAIR PRODS & CHEMS INC | $422.2M |
CINFCINCINNATI FINL CORP | $420.1M |
MSFTMICROSOFT CORP | $415.8M |
CSCOCISCO SYS INC | $407.0M |
UPSUNITED PARCEL SERVICE INC | $400.1M |
DYHTARGET CORP | $390.7M |
ENQENTEGRIS INC | $375.6M |
DEODIAGEO PLC | $367.7M |
PGRPROGRESSIVE CORP | $367.0M |
KMXCARMAX INC | $351.5M |
PAYXPAYCHEX INC | $326.9M |
DDOMINION ENERGY INC | $325.8M |
AWIARMSTRONG WORLD INDS INC NEW | $305.4M |
CPRTCOPART INC | $304.1M |
FASTFASTENAL CO | $303.3M |
MOALTRIA GROUP INC | $301.0M |
S76STORE CAP CORP | $281.0M |
POSTPOST HLDGS INC | $271.7M |
CVXCHEVRON CORP NEW | $262.7M |
BACVERIZON COMMUNICATIONS INC | $260.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $257.4M |
VMCVULCAN MATLS CO | $240.4M |
INTCINTEL CORP | $239.5M |
NEUNEWMARKET CORP | $238.8M |
MRKMERCK & CO INC | $236.8M |
LWLAMB WESTON HLDGS INC | $234.6M |
CHRCHURCHILL DOWNS INC | $233.9M |
AERAERCAP HOLDINGS NV | $226.4M |
BKIEURBLACK KNIGHT INC | $219.9M |
CMCSACOMCAST CORP NEW | $219.1M |
MCMOELIS & CO | $213.8M |
DLTRDOLLAR TREE INC | $201.5M |
OTISOTIS WORLDWIDE CORP | $199.2M |
4I1PHILIP MORRIS INTL INC | $199.1M |
UNFUNIFIRST CORP MASS | $197.2M |
STESTERIS PLC | $185.6M |
GOOGALPHABET INC | $181.1M |
AWMSKYWORKS SOLUTIONS INC | $173.4M |
YUSDALLEGHANY CORP MD | $172.7M |
MLMMARTIN MARIETTA MATLS INC | $168.1M |
BALLBALL CORP | $159.3M |
MTBM & T BK CORP | $152.9M |
STSENSATA TECHNOLOGIES HLDG PL | $151.7M |
CTXSEURCITRIX SYS INC | $143.4M |
APHAMPHENOL CORP NEW | $141.9M |
ATRAPTARGROUP INC | $135.8M |
BENFRANKLIN RESOURCES INC | $132.6M |
HASHASBRO INC | $127.7M |
HDHOME DEPOT INC | $119.5M |
PRGOPERRIGO CO PLC | $114.9M |
METAMETA PLATFORMS INC | $114.6M |
BF/BBROWN FORMAN CORP | $109.0M |
ORLYOREILLY AUTOMOTIVE INC | $102.6M |
ALSNALLISON TRANSMISSION HLDGS I | $94.2M |
SCHWSCHWAB CHARLES CORP | $91.0M |
VVISA INC | $86.2M |
CHDCHURCH & DWIGHT CO INC | $81.8M |
FDXFEDEX CORP | $75.8M |
WTMWHITE MTNS INS GROUP LTD | $73.6M |
—GCP APPLIED TECHNOLOGIES INC | $71.7M |
FRFIRST INDL RLTY TR INC | $67.8M |
DECKDECKERS OUTDOOR CORP | $62.2M |
BRBROADRIDGE FINL SOLUTIONS IN | $54.4M |
FISVFISERV INC | $53.2M |
AXTAAXALTA COATING SYS LTD | $49.0M |
HAEHAEMONETICS CORP MASS | $48.7M |
CNNECANNAE HLDGS INC | $48.1M |
LSTRLANDSTAR SYS INC | $45.3M |
HAYWHAYWARD HLDGS INC | $45.2M |
TPDTEMPUR SEALY INTL INC | $44.5M |
THGHANOVER INS GROUP INC | $42.5M |
JKHYHENRY JACK & ASSOC INC | $40.4M |
IWDISHARES TR | $37.8M |
PAGPENSKE AUTOMOTIVE GRP INC | $37.1M |
REYNREYNOLDS CONSUMER PRODS INC | $34.3M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $33.6M |
MUSAMURPHY USA INC | $32.5M |
MATXMATSON INC | $32.3M |
QLYSQUALYS INC | $30.3M |
DOOREURMASONITE INTL CORP | $30.1M |
IVVISHARES TR | $29.7M |
NGVTINGEVITY CORP | $29.2M |
MBIMBIA INC | $27.5M |
NKENIKE INC | $25.1M |
GOLFACUSHNET HLDGS CORP | $24.6M |
ALEXALEXANDER & BALDWIN INC NEW | $22.7M |
TSAACI WORLDWIDE INC | $22.5M |
IJHISHARES TR | $22.4M |
IWMISHARES TR | $22.4M |
CTSCTS CORP | $22.1M |
LIVNLIVANOVA PLC | $21.5M |
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