LONDON CO OF VIRGINIA Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$17.3B
Holdings
163
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $744.0M |
TXNTEXAS INSTRS INC | $537.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $527.0M |
PGRPROGRESSIVE CORP | $509.0M |
SBUXSTARBUCKS CORP | $441.0M |
JNJJOHNSON & JOHNSON | $418.0M |
LOWLOWES COS INC | $403.0M |
APDAIR PRODS & CHEMS INC | $396.0M |
CVXCHEVRON CORP NEW | $385.0M |
UPSUNITED PARCEL SERVICE INC | $360.0M |
MSFTMICROSOFT CORP | $355.0M |
MRKMERCK & CO INC | $330.0M |
CSCOCISCO SYS INC | $328.0M |
DEODIAGEO PLC | $306.0M |
PFEPFIZER INC | $304.0M |
NSCNORFOLK SOUTHN CORP | $301.0M |
CINFCINCINNATI FINL CORP | $299.0M |
LWLAMB WESTON HLDGS INC | $294.0M |
8CWCROWN CASTLE INC | $282.0M |
DYHTARGET CORP | $277.0M |
PAYXPAYCHEX INC | $272.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $268.0M |
MOALTRIA GROUP INC | $265.0M |
CPRTCOPART INC | $262.0M |
BACVERIZON COMMUNICATIONS INC | $256.0M |
FASTFASTENAL CO | $253.0M |
NEUNEWMARKET CORP | $247.0M |
ENQENTEGRIS INC | $246.0M |
CHRCHURCHILL DOWNS INC | $239.0M |
FISFIDELITY NATL INFORMATION SV | $238.0M |
AERAERCAP HOLDINGS NV | $231.0M |
DDOMINION ENERGY INC | $230.0M |
BKIEURBLACK KNIGHT INC | $218.0M |
AWMSKYWORKS SOLUTIONS INC | $211.0M |
POSTPOST HLDGS INC | $209.0M |
4I1PHILIP MORRIS INTL INC | $203.0M |
DLTRDOLLAR TREE INC | $198.0M |
VMCVULCAN MATLS CO | $193.0M |
AWIARMSTRONG WORLD INDS INC NEW | $191.0M |
OTISOTIS WORLDWIDE CORP | $188.0M |
SCHWSCHWAB CHARLES CORP | $180.0M |
CMCSACOMCAST CORP NEW | $174.0M |
STESTERIS PLC | $173.0M |
LIILENNOX INTL INC | $173.0M |
UNFUNIFIRST CORP MASS | $170.0M |
KMXCARMAX INC | $163.0M |
POOLPOOL CORP | $142.0M |
MCMOELIS & CO | $136.0M |
APHAMPHENOL CORP NEW | $129.0M |
ATRAPTARGROUP INC | $129.0M |
CBRECBRE GROUP INC | $126.0M |
HASHASBRO INC | $124.0M |
GOOGALPHABET INC | $118.0M |
MLMMARTIN MARIETTA MATLS INC | $117.0M |
MTBM & T BK CORP | $115.0M |
ALSNALLISON TRANSMISSION HLDGS I | $114.0M |
PRGOPERRIGO CO PLC | $106.0M |
BALLBALL CORP | $103.0M |
BF/BBROWN FORMAN CORP | $93.0M |
VVISA INC | $82.0M |
MZTILANCASTER COLONY CORP | $82.0M |
BRBRBELLRING BRANDS INC | $79.0M |
HDHOME DEPOT INC | $77.0M |
DECKDECKERS OUTDOOR CORP | $69.0M |
FDXFEDEX CORP | $61.0M |
FISVFISERV INC | $54.0M |
THGHANOVER INS GROUP INC | $53.0M |
MUSAMURPHY USA INC | $53.0M |
CHDCHURCH & DWIGHT CO INC | $52.0M |
FRFIRST INDL RLTY TR INC | $49.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $45.0M |
TPDTEMPUR SEALY INTL INC | $43.0M |
AXTAAXALTA COATING SYS LTD | $40.0M |
RBAGBPRITCHIE BROS AUCTIONEERS | $39.0M |
JKHYHENRY JACK & ASSOC INC | $37.0M |
LSTRLANDSTAR SYS INC | $37.0M |
TREXTREX CO INC | $36.0M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $29.0M |
DOOREURMASONITE INTL CORP | $29.0M |
STSENSATA TECHNOLOGIES HLDG PL | $28.0M |
REYNREYNOLDS CONSUMER PRODS INC | $27.0M |
IVVISHARES TR | $27.0M |
CNNECANNAE HLDGS INC | $25.0M |
CTSCTS CORP | $25.0M |
NGVTINGEVITY CORP | $24.0M |
QLYSQUALYS INC | $23.0M |
VNTVONTIER CORPORATION | $21.0M |
EPRTESSENTIAL PPTYS RLTY TR INC | $19.0M |
GOLFACUSHNET HLDGS CORP | $19.0M |
HAYWHAYWARD HLDGS INC | $18.0M |
MATXMATSON INC | $17.0M |
NKENIKE INC | $16.0M |
ENOVENOVIS CORPORATION | $15.0M |
AUBATLANTIC UN BANKSHARES CORP | $15.0M |
MBIMBIA INC | $14.0M |
ALEXALEXANDER & BALDWIN INC NEW | $14.0M |
MBUUMALIBU BOATS INC | $13.0M |
TSAACI WORLDWIDE INC | $13.0M |
PSMTPRICESMART INC | $12.0M |
HAEHAEMONETICS CORP MASS | $12.0M |
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