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)

StockValue
GHCGRAHAM HLDGS CO
$13.7M
MBUUMALIBU BOATS INC
$13.6M
TSAACI WORLDWIDE INC
$13.3M
HAEHAEMONETICS CORP MASS
$12.8M
PSMTPRICESMART INC
$12.5M
KOCOCA COLA CO
$11.9M
IJHISHARES TR
$10.2M
GLWCORNING INC
$9.6M
IWMISHARES TR
$9.4M
LLYLILLY ELI & CO
$8.1M
LIVNLIVANOVA PLC
$7.9M
DRQEURDRIL-QUIP INC
$7.7M
BMYBRISTOL-MYERS SQUIBB CO
$7.4M
DEDEERE & CO
$6.1M
IWBISHARES TR
$5.5M
CALYTOPGOLF CALLAWAY BRANDS CORP
$5.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.7M
NVDANVIDIA CORPORATION
$4.4M
CSXCSX CORP
$3.2M
GLDDGREAT LAKES DREDGE & DOCK CO
$3.2M
PAGPENSKE AUTOMOTIVE GRP INC
$2.8M
TGTREDEGAR CORP
$2.1M
WFCWELLS FARGO CO NEW
$2.1M
DUKDUKE ENERGY CORP NEW
$1.9M
MDLZMONDELEZ INTL INC
$1.8M
HSYHERSHEY CO
$1.7M
XOMEXXON MOBIL CORP
$1.7M
ACNACCENTURE PLC IRELAND
$1.1M
GATXGATX CORP
$1.1M
BACBANK AMERICA CORP
$968K
SPYSPDR S&P 500 ETF TR
$896K
SHWSHERWIN WILLIAMS CO
$876K
COSTCOSTCO WHSL CORP NEW
$859K
GDGENERAL DYNAMICS CORP
$811K
MKLMARKEL CORP
$775K
UDRUDR INC
$760K
AMZNAMAZON COM INC
$661K
IWDISHARES TR
$648K
PCARPACCAR INC
$642K
NFLXNETFLIX INC
$556K
GOOGLALPHABET INC
$529K
NTRNUTRIEN LTD
$511K
RHIROBERT HALF INTL INC
$491K
LPLALPL FINL HLDGS INC
$459K
CHRWC H ROBINSON WORLDWIDE INC
$455K
TOWNTOWNEBANK PORTSMOUTH VA
$436K
NEENEXTERA ENERGY INC
$400K
SONYSONY GROUP CORPORATION
$398K
AFGAMERICAN FINL GROUP INC OHIO
$328K
BRKRBRUKER CORP
$323K
VACMARRIOTT VACATIONS WORLDWIDE
$308K
SCISERVICE CORP INTL
$303K
IGTINTERNATIONAL GAME TECHNOLOG
$284K
AMGNAMGEN INC
$278K
VBVANGUARD INDEX FDS
$271K
ALBALBEMARLE CORP
$243K
PKGPACKAGING CORP AMER
$224K
ADPAUTOMATIC DATA PROCESSING IN
$219K
SONSONOCO PRODS CO
$201K
CSANCOSAN S A
$134K
VXFVANGUARD INDEX FDS
$77K
BDNBRANDYWINE RLTY TR
$60K
VOVANGUARD INDEX FDS
$1K
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