LONDON CO OF VIRGINIA Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$17.8B

Holdings

165

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (165 positions)

StockValue
AAPLAPPLE INC
$709.0B
BRK/BBERKSHIRE HATHAWAY INC DEL
$545.5B
BLKCHFBLACKROCK INC
$487.1B
NSCNORFOLK SOUTHN CORP
$440.6B
TXNTEXAS INSTRS INC
$435.6B
MSFTMICROSOFT CORP
$414.1B
LOWLOWES COS INC
$399.6B
FISFIDELITY NATL INFORMATION SV
$397.7B
SCHWSCHWAB CHARLES CORP
$384.9B
JNJJOHNSON & JOHNSON
$376.7B
PGRPROGRESSIVE CORP
$367.7B
SBUXSTARBUCKS CORP
$363.0B
NEUNEWMARKET CORP
$361.1B
ENQENTEGRIS INC
$346.5B
APDAIR PRODS & CHEMS INC
$331.4B
4I1PHILIP MORRIS INTL INC
$322.1B
ODFLOLD DOMINION FREIGHT LINE IN
$311.8B
AERAERCAP HOLDINGS NV
$309.6B
CVXCHEVRON CORP NEW
$308.8B
MRKMERCK & CO INC
$297.2B
LWLAMB WESTON HLDGS INC
$283.3B
CSCOCISCO SYS INC
$277.4B
CINFCINCINNATI FINL CORP
$275.1B
FASTFASTENAL CO
$266.8B
AWIARMSTRONG WORLD INDS INC NEW
$260.0B
UPSUNITED PARCEL SERVICE INC
$252.6B
NOCNORTHROP GRUMMAN CORP
$249.9B
PAYXPAYCHEX INC
$248.3B
VMCVULCAN MATLS CO
$247.6B
CHRCHURCHILL DOWNS INC
$231.1B
DEODIAGEO PLC
$211.6B
8CWCROWN CASTLE INC
$206.3B
POOLPOOL CORP
$206.2B
MOALTRIA GROUP INC
$205.5B
CPRTCOPART INC
$199.4B
POSTPOST HLDGS INC
$196.9B
MCMOELIS & CO
$194.7B
AWMSKYWORKS SOLUTIONS INC
$194.6B
WATWATERS CORP
$193.1B
OTISOTIS WORLDWIDE CORP
$192.9B
STESTERIS PLC
$192.5B
DLTRDOLLAR TREE INC
$192.0B
KMXCARMAX INC
$185.8B
CMCSACOMCAST CORP NEW
$176.6B
UNFUNIFIRST CORP MASS
$171.4B
KEYSKEYSIGHT TECHNOLOGIES INC
$171.0B
LIILENNOX INTL INC
$166.2B
MLMMARTIN MARIETTA MATLS INC
$162.5B
DDOMINION ENERGY INC
$158.7B
CBRECBRE GROUP INC
$158.0B
MTBM & T BK CORP
$156.1B
GOOGALPHABET INC
$153.1B
APHAMPHENOL CORP NEW
$151.5B
BACVERIZON COMMUNICATIONS INC
$144.1B
ALSNALLISON TRANSMISSION HLDGS I
$142.8B
ATRAPTARGROUP INC
$131.5B
BRBRBELLRING BRANDS INC
$125.9B
HASHASBRO INC
$112.9B
BALLBALL CORP
$104.1B
WTMWHITE MTNS INS GROUP LTD
$95.0B
VVISA INC
$90.2B
PRGOPERRIGO CO PLC
$89.8B
HDHOME DEPOT INC
$85.6B
DECKDECKERS OUTDOOR CORP
$81.0B
BF/BBROWN FORMAN CORP
$80.5B
ORLYOREILLY AUTOMOTIVE INC
$74.8B
MUSAMURPHY USA INC
$66.3B
MZTILANCASTER COLONY CORP
$64.6B
FDXFEDEX CORP
$64.4B
RSGREPUBLIC SVCS INC
$61.9B
FISVFISERV INC
$59.5B
TREXTREX CO INC
$58.6B
CHDCHURCH & DWIGHT CO INC
$52.8B
IWDISHARES TR
$51.5B
THGHANOVER INS GROUP INC
$50.9B
CWSTCASELLA WASTE SYS INC
$49.0B
BRBROADRIDGE FINL SOLUTIONS IN
$47.5B
FRFIRST INDL RLTY TR INC
$46.8B
TPDTEMPUR SEALY INTL INC
$46.8B
DAVAENDAVA PLC
$45.5B
AXTAAXALTA COATING SYS LTD
$43.0B
LSTRLANDSTAR SYS INC
$42.0B
JKHYHENRY JACK & ASSOC INC
$39.7B
QLYSQUALYS INC
$37.1B
IVVISHARES TR
$37.0B
ALBALBEMARLE CORP
$36.3B
CABOCABLE ONE INC
$35.4B
MATXMATSON INC
$33.4B
ZBRAZEBRA TECHNOLOGIES CORPORATI
$31.7B
DOOREURMASONITE INTL CORP
$28.3B
PFEPFIZER INC
$28.0B
VNTVONTIER CORPORATION
$27.9B
MTNVAIL RESORTS INC
$27.7B
GOLFACUSHNET HLDGS CORP
$25.2B
REYNREYNOLDS CONSUMER PRODS INC
$25.1B
AUBATLANTIC UN BANKSHARES CORP
$25.0B
CNNECANNAE HLDGS INC
$23.9B
CTSCTS CORP
$23.0B
EPRTESSENTIAL PPTYS RLTY TR INC
$20.5B
IWBISHARES TR
$19.8B
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