LONDON CO OF VIRGINIA Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$14.7B

Holdings

127

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (127 positions)

StockValue
MOALTRIA GROUP INC
$708.5M
NEUNEWMARKET CORP
$566.3M
CCLCARNIVAL CORP
$530.5M
WFCWELLS FARGO CO NEW
$507.7M
GDGENERAL DYNAMICS CORP
$505.3M
NSCNORFOLK SOUTHERN CORP
$469.2M
BLKCHFBLACKROCK INC
$418.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$376.0M
LLYLILLY ELI & CO
$349.8M
KOCOCA COLA CO
$322.0M
CSCOCISCO SYS INC
$289.5M
HASHASBRO INC
$276.2M
MRKMERCK & CO INC
$271.1M
CINFCINCINNATI FINL CORP
$263.2M
GEGENERAL ELECTRIC CO
$262.9M
MSFTMICROSOFT CORP
$262.3M
CLSCA INC
$248.5M
DEODIAGEO P L C
$238.8M
GISGENERAL MLS INC
$238.7M
CVXCHEVRON CORP NEW
$237.3M
PFEPFIZER INC
$234.8M
BACVERIZON COMMUNICATIONS INC
$232.4M
LOWLOWES COS INC
$228.1M
PAYXPAYCHEX INC
$216.0M
INTCINTEL CORP
$208.5M
KMXCARMAX INC
$204.3M
DLTRDOLLAR TREE INC
$186.6M
REYNOLDS AMERICAN INC
$184.4M
ORBITAL ATK INC
$182.5M
4I1PHILIP MORRIS INTL INC
$177.9M
ENRENERGIZER HLDGS INC NEW
$167.0M
DYHTARGET CORP
$162.9M
PAGPENSKE AUTOMOTIVE GRP INC
$157.1M
U S G CORP
$156.1M
PGRPROGRESSIVE CORP OHIO
$153.9M
DUKDUKE ENERGY CORP NEW
$152.7M
KMIKINDER MORGAN INC DEL
$144.0M
AAPLAPPLE INC
$139.1M
ODFLOLD DOMINION FGHT LINES INC
$137.8M
WTMWHITE MTNS INS GROUP LTD
$136.9M
AWIARMSTRONG WORLD INDS INC NEW
$136.2M
DST SYS INC DEL
$133.1M
YUSDALLEGHANY CORP DEL
$124.3M
FRFIRST INDUSTRIAL REALTY TRUS
$123.1M
RGRSTURM RUGER & CO INC
$116.0M
SCISERVICE CORP INTL
$108.6M
DDOMINION ENERGY INC
$107.3M
GATXGATX CORP
$104.9M
VVISA INC
$103.5M
DEDEERE & CO
$102.7M
ALEXALEXANDER & BALDWIN INC NEW
$102.3M
LSTRLANDSTAR SYS INC
$102.0M
MLMMARTIN MARIETTA MATLS INC
$100.3M
OLNOLIN CORP
$97.1M
GOOGALPHABET INC
$95.3M
CPRTCOPART INC
$94.5M
EVEUREATON VANCE CORP
$94.2M
DECKDECKERS OUTDOOR CORP
$91.3M
NKENIKE INC
$84.5M
PSMTPRICESMART INC
$78.3M
MBIMBIA INC
$76.8M
EPCEDGEWELL PERS CARE CO
$76.2M
KAMNUSDKAMAN CORP
$76.0M
ALXNALEXION PHARMACEUTICALS INC
$75.5M
MTBM & T BK CORP
$73.0M
SPBSPECTRUM BRANDS HLDGS INC
$68.5M
POSTPOST HLDGS INC
$65.4M
NGVTINGEVITY CORP
$65.4M
LUVSOUTHWEST AIRLS CO
$63.1M
ORLYO REILLY AUTOMOTIVE INC NEW
$62.6M
TPDTEMPUR SEALY INTL INC
$60.9M
FDXFEDEX CORP
$60.1M
BMYBRISTOL MYERS SQUIBB CO
$59.1M
COOPER TIRE & RUBR CO
$57.4M
DRQEURDRIL-QUIP INC
$54.5M
CITCINTAS CORP
$52.7M
MSMMSC INDL DIRECT INC
$51.7M
LWLAMB WESTON HLDGS INC
$46.8M
MATXMATSON INC
$45.3M
BACBANK AMER CORP
$40.0M
BALLBALL CORP
$39.4M
APHAMPHENOL CORP NEW
$35.4M
CTXSEURCITRIX SYS INC
$34.5M
PHMPULTE GROUP INC
$34.4M
VMCVULCAN MATLS CO
$33.9M
BRKRBRUKER CORP
$30.9M
SYMCEURSYMANTEC CORP
$28.9M
WHRWHIRLPOOL CORP
$28.5M
DOVDOVER CORP
$27.1M
TROWPRICE T ROWE GROUP INC
$26.4M
BF/BBROWN FORMAN CORP
$24.4M
TGTREDEGAR CORP
$22.1M
VOYAVOYA FINL INC
$20.5M
TRCTEJON RANCH CO
$20.5M
THCTENET HEALTHCARE CORP
$18.0M
GLWCORNING INC
$14.6M
SPYSPDR S&P 500 ETF TR
$11.8M
CLCOLGATE PALMOLIVE CO
$10.8M
IWMISHARES TR
$6.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.5M
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