LONDON CO OF VIRGINIA Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$12.2B
Holdings
135
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $505.3M |
NSCNORFOLK SOUTHERN CORP | $473.3M |
WFCWELLS FARGO CO NEW | $415.3M |
BLKCHFBLACKROCK INC | $402.6M |
CCLCARNIVAL CORP | $376.9M |
NEUNEWMARKET CORP | $371.0M |
GDGENERAL DYNAMICS CORP | $356.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $348.3M |
CSCOCISCO SYS INC | $324.7M |
MSFTMICROSOFT CORP | $303.8M |
DYHTARGET CORP | $266.8M |
INTCINTEL CORP | $243.9M |
MOALTRIA GROUP INC | $242.5M |
CVXCHEVRON CORP NEW | $234.6M |
DEODIAGEO P L C | $227.0M |
BACVERIZON COMMUNICATIONS INC | $213.4M |
PAYXPAYCHEX INC | $212.9M |
LOWLOWES COS INC | $205.2M |
MRKMERCK & CO INC | $205.0M |
CLSCA INC | $202.9M |
UPSUNITED PARCEL SERVICE INC | $202.3M |
PFEPFIZER INC | $199.0M |
KMXCARMAX INC | $198.9M |
8CWCROWN CASTLE INTL CORP NEW | $193.3M |
CINFCINCINNATI FINL CORP | $191.4M |
PGRPROGRESSIVE CORP OHIO | $175.2M |
PCARPACCAR INC | $174.8M |
DLTRDOLLAR TREE INC | $171.7M |
KOCOCA COLA CO | $166.8M |
ENRENERGIZER HLDGS INC NEW | $141.1M |
—U S G CORP | $134.4M |
VVISA INC | $129.7M |
AWIARMSTRONG WORLD INDS INC NEW | $123.3M |
ODFLOLD DOMINION FGHT LINES INC | $116.3M |
DUKDUKE ENERGY CORP NEW | $113.7M |
PAGPENSKE AUTOMOTIVE GRP INC | $110.8M |
HASHASBRO INC | $109.6M |
KMIKINDER MORGAN INC DEL | $103.5M |
POSTPOST HLDGS INC | $101.2M |
NKENIKE INC | $100.3M |
CPRTCOPART INC | $94.0M |
4I1PHILIP MORRIS INTL INC | $90.8M |
HDHOME DEPOT INC | $90.8M |
VSMEURVERSUM MATLS INC | $86.5M |
FRFIRST INDUSTRIAL REALTY TRUS | $81.2M |
ALBALBEMARLE CORP | $75.7M |
DDOMINION ENERGY INC | $75.0M |
ALXNALEXION PHARMACEUTICALS INC | $69.4M |
S76STORE CAP CORP | $68.4M |
AXTAAXALTA COATING SYS LTD | $68.4M |
LSTRLANDSTAR SYS INC | $67.8M |
MLMMARTIN MARIETTA MATLS INC | $67.8M |
ORLYO REILLY AUTOMOTIVE INC NEW | $67.2M |
DEDEERE & CO | $66.2M |
GATXGATX CORP | $63.5M |
CITCINTAS CORP | $62.7M |
LWLAMB WESTON HLDGS INC | $61.8M |
RGRSTURM RUGER & CO INC | $58.5M |
FDXFEDEX CORP | $56.3M |
KAMNUSDKAMAN CORP | $55.1M |
STSENSATA TECHNOLOGIES HLDNG P | $54.9M |
BMYBRISTOL MYERS SQUIBB CO | $52.8M |
LUVSOUTHWEST AIRLS CO | $52.5M |
TIFEURTIFFANY & CO NEW | $50.0M |
NGVTINGEVITY CORP | $49.3M |
DECKDECKERS OUTDOOR CORP | $48.4M |
MBIMBIA INC | $46.9M |
—GCP APPLIED TECHNOLOGIES INC | $45.6M |
ALEXALEXANDER & BALDWIN INC NEW | $44.7M |
PSMTPRICESMART INC | $42.4M |
CTXSEURCITRIX SYS INC | $42.2M |
EVEUREATON VANCE CORP | $41.3M |
BACBANK AMER CORP | $40.9M |
APHAMPHENOL CORP NEW | $40.7M |
TROWPRICE T ROWE GROUP INC | $40.4M |
MTBM & T BK CORP | $40.2M |
MSGNMSG NETWORK INC | $38.6M |
EPCEDGEWELL PERS CARE CO | $37.8M |
—UNION BANKSHARES CORP NEW | $36.4M |
DOOREURMASONITE INTL CORP NEW | $36.3M |
MHKMOHAWK INDS INC | $36.0M |
VMCVULCAN MATLS CO | $33.8M |
MSMMSC INDL DIRECT INC | $33.3M |
BALLBALL CORP | $32.4M |
UNFUNIFIRST CORP MASS | $31.8M |
BF/BBROWN FORMAN CORP | $30.1M |
MATXMATSON INC | $29.0M |
SPBSPECTRUM BRANDS HLDGS INC | $28.5M |
SCISERVICE CORP INTL | $28.0M |
ADNTADIENT PLC | $23.8M |
LCIILCI INDS | $23.5M |
DRQEURDRIL-QUIP INC | $22.9M |
WHRWHIRLPOOL CORP | $21.0M |
TPDTEMPUR SEALY INTL INC | $20.6M |
BRKRBRUKER CORP | $17.6M |
TGTREDEGAR CORP | $15.8M |
IVVISHARES TR | $15.8M |
GLWCORNING INC | $12.6M |
TRCTEJON RANCH CO | $12.4M |
OLNOLIN CORP | $11.3M |
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