LONDON CO OF VIRGINIA Q1 2017 Filing

Filed May 15, 2017

Portfolio Value

$15.2B

Holdings

139

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
MOALTRIA GROUP INC
$664.1M
NEUNEWMARKET CORP
$607.5M
WFCWELLS FARGO & CO NEW
$502.4M
CCLCARNIVAL CORP
$474.1M
GDGENERAL DYNAMICS CORP
$471.1M
NSCNORFOLK SOUTHERN CORP
$426.5M
BLKCHFBLACKROCK INC
$377.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$373.4M
LLYLILLY ELI & CO
$364.7M
GEGENERAL ELECTRIC CO
$353.2M
CSCOCISCO SYS INC
$309.6M
KOCOCA COLA CO
$301.1M
MRKMERCK & CO INC
$259.9M
CINFCINCINNATI FINL CORP
$255.3M
BACVERIZON COMMUNICATIONS INC
$250.8M
GISGENERAL MLS INC
$250.2M
ORBITAL ATK INC
$246.5M
HASHASBRO INC
$242.5M
MSFTMICROSOFT CORP
$242.0M
CVXCHEVRON CORP NEW
$241.4M
LOWLOWES COS INC
$240.2M
PFEPFIZER INC
$238.0M
ENRENERGIZER HLDGS INC NEW
$226.2M
DEODIAGEO P L C
$222.2M
CLSCA INC
$221.9M
PAYXPAYCHEX INC
$218.0M
DLTRDOLLAR TREE INC
$217.9M
INTCINTEL CORP
$216.7M
U S G CORP
$201.6M
KMXCARMAX INC
$199.3M
REYNOLDS AMERICAN INC
$173.6M
4I1PHILIP MORRIS INTL INC
$165.8M
WTMWHITE MTNS INS GROUP LTD
$163.5M
KMIKINDER MORGAN INC DEL
$159.1M
DST SYS INC DEL
$158.8M
AAPLAPPLE INC
$146.0M
ALEXALEXANDER & BALDWIN INC NEW
$144.9M
DUKDUKE ENERGY CORP NEW
$144.3M
PAGPENSKE AUTOMOTIVE GRP INC
$142.4M
PGRPROGRESSIVE CORP OHIO
$142.2M
FRFIRST INDUSTRIAL REALTY TRUS
$140.3M
OLNOLIN CORP
$138.2M
LSTRLANDSTAR SYS INC
$134.6M
YUSDALLEGHANY CORP DEL
$133.8M
SCISERVICE CORP INTL
$133.4M
AWIARMSTRONG WORLD INDS INC NEW
$131.9M
GATXGATX CORP
$131.1M
EPCEDGEWELL PERS CARE CO
$130.0M
MOSMOSAIC CO NEW
$129.3M
ODFLOLD DOMINION FGHT LINES INC
$126.8M
RGRSTURM RUGER & CO INC
$118.5M
PSMTPRICESMART INC
$108.8M
EVEUREATON VANCE CORP
$106.5M
DDOMINION RES INC VA NEW
$104.9M
VVISA INC
$103.8M
CPRTCOPART INC
$102.3M
MLMMARTIN MARIETTA MATLS INC
$101.5M
KAMNUSDKAMAN CORP
$95.8M
DEDEERE & CO
$95.4M
NGVTINGEVITY CORP
$92.8M
GOOGALPHABET INC
$91.4M
DECKDECKERS OUTDOOR CORP
$88.9M
TPDTEMPUR SEALY INTL INC
$86.6M
NKENIKE INC
$84.2M
DRQEURDRIL-QUIP INC
$82.7M
MBIMBIA INC
$81.7M
ORLYO REILLY AUTOMOTIVE INC NEW
$81.6M
SPBSPECTRUM BRANDS HLDGS INC
$77.2M
POSTPOST HLDGS INC
$75.1M
MTBM & T BK CORP
$70.8M
MSMMSC INDL DIRECT INC
$64.1M
MATXMATSON INC
$62.2M
BMYBRISTOL MYERS SQUIBB CO
$61.2M
LUVSOUTHWEST AIRLS CO
$57.3M
FDXFEDEX CORP
$57.3M
THCTENET HEALTHCARE CORP
$53.3M
CITCINTAS CORP
$52.7M
LWLAMB WESTON HLDGS INC
$46.2M
APHAMPHENOL CORP NEW
$42.0M
BACBANK AMER CORP
$41.6M
COOPER TIRE & RUBR CO
$40.1M
PHMPULTE GROUP INC
$38.4M
CTXSEURCITRIX SYS INC
$36.2M
BALLBALL CORP
$34.4M
TGTREDEGAR CORP
$33.6M
VMCVULCAN MATLS CO
$32.1M
SYMCEURSYMANTEC CORP
$31.3M
TRCTEJON RANCH CO
$28.0M
DOVDOVER CORP
$27.0M
SUPERIOR ENERGY SVCS INC
$26.9M
WHRWHIRLPOOL CORP
$25.4M
TROWPRICE T ROWE GROUP INC
$24.1M
BF/BBROWN FORMAN CORP
$23.1M
VOYAVOYA FINL INC
$21.0M
WKCWORLD FUEL SVCS CORP
$16.3M
GLWCORNING INC
$13.2M
SPYSPDR S&P 500 ETF TR
$5.4M
IBMINTERNATIONAL BUSINESS MACHS
$2.7M
IWMISHARES TR
$2.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.5M
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