LONDON CO OF VIRGINIA Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$11.6B

Holdings

142

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
KELKELLOGG CO
$934K
HSYHERSHEY CO
$920K
ACNACCENTURE PLC IRELAND
$712K
NVDANVIDIA CORP
$654K
AMZNAMAZON COM INC
$606K
SHWSHERWIN WILLIAMS CO
$596K
NFLXNETFLIX INC
$591K
AAPLAPPLE INC
$472K
COSTCOSTCO WHSL CORP NEW
$457K
TOWNTOWNEBANK PORTSMOUTH VA
$447K
CHRWC H ROBINSON WORLDWIDE INC
$386K
NSCNORFOLK SOUTHERN CORP
$370K
NTRNUTRIEN LTD
$370K
CSCOCISCO SYS INC
$357K
RHIROBERT HALF INTL INC
$348K
BRK/BBERKSHIRE HATHAWAY INC DEL
$327K
BLKCHFBLACKROCK INC
$325K
SBUXSTARBUCKS CORP
$310K
CCLCARNIVAL CORP
$309K
WFCWELLS FARGO CO NEW
$301K
SCISERVICE CORP INTL
$291K
AMGNAMGEN INC
$280K
SPYSPDR S&P 500 ETF TR
$277K
AFGAMERICAN FINL GROUP INC OHIO
$277K
PEPPEPSICO INC
$274K
NEENEXTERA ENERGY INC
$274K
CINFCINCINNATI FINL CORP
$269K
MRKMERCK & CO INC
$256K
NEUNEWMARKET CORP
$255K
PAYXPAYCHEX INC
$251K
RTN1USDRAYTHEON CO
$248K
DEODIAGEO P L C
$245K
SONYSONY CORP
$231K
JNJJOHNSON & JOHNSON
$226K
DDOMINION ENERGY INC
$222K
FASTFASTENAL CO
$221K
MSFTMICROSOFT CORP
$221K
VACMARRIOTT VACTINS WORLDWID CO
$220K
CVXCHEVRON CORP NEW
$220K
TXNTEXAS INSTRS INC
$219K
PFEPFIZER INC
$214K
BACVERIZON COMMUNICATIONS INC
$213K
8CWCROWN CASTLE INTL CORP NEW
$213K
INTCINTEL CORP
$212K
DALDELTA AIR LINES INC DEL
$210K
KMXCARMAX INC
$206K
DLTRDOLLAR TREE INC
$201K
MOALTRIA GROUP INC
$193K
LOWLOWES COS INC
$190K
UPSUNITED PARCEL SERVICE INC
$176K
AWIARMSTRONG WORLD INDS INC NEW
$157K
YUSDALLEGHANY CORP DEL
$149K
DYHTARGET CORP
$142K
KOCOCA COLA CO
$133K
BENFRANKLIN RES INC
$131K
PCARPACCAR INC
$129K
CPRTCOPART INC
$128K
ODFLOLD DOMINION FREIGHT LINE IN
$121K
MLMMARTIN MARIETTA MATLS INC
$120K
KMIKINDER MORGAN INC DEL
$111K
ENQENTEGRIS INC
$109K
GOOGALPHABET INC
$107K
PAGPENSKE AUTOMOTIVE GRP INC
$93K
POSTPOST HLDGS INC
$92K
VVISA INC
$92K
PGRPROGRESSIVE CORP OHIO
$86K
S76STORE CAP CORP
$85K
AXTAAXALTA COATING SYS LTD
$78K
WTMWHITE MTNS INS GROUP LTD
$76K
LWLAMB WESTON HLDGS INC
$76K
HDHOME DEPOT INC
$74K
4I1PHILIP MORRIS INTL INC
$71K
VSMEURVERSUM MATLS INC
$69K
ORLYO REILLY AUTOMOTIVE INC NEW
$69K
HASHASBRO INC
$66K
VMCVULCAN MATLS CO
$64K
GDGENERAL DYNAMICS CORP
$64K
FRFIRST INDUSTRIAL REALTY TRUS
$64K
ENRENERGIZER HLDGS INC NEW
$63K
FDXFEDEX CORP
$63K
STSENSATA TECHNOLOGIES HLDNG P
$59K
CITCINTAS CORP
$59K
APHAMPHENOL CORP NEW
$58K
LUVSOUTHWEST AIRLS CO
$58K
FOXAFOX CORP
$56K
BALLBALL CORP
$52K
MTBM & T BK CORP
$52K
UNFUNIFIRST CORP MASS
$51K
TROWPRICE T ROWE GROUP INC
$50K
PRGOPERRIGO CO PLC
$49K
CTXSEURCITRIX SYS INC
$48K
LSTRLANDSTAR SYS INC
$45K
SCHWTHE CHARLES SCHWAB CORPORATI
$44K
BF/BBROWN FORMAN CORP
$44K
AWMSKYWORKS SOLUTIONS INC
$44K
NGVTINGEVITY CORP
$43K
ALBALBEMARLE CORP
$42K
RGRSTURM RUGER & CO INC
$42K
TIFEURTIFFANY & CO NEW
$41K
CHRCHURCHILL DOWNS INC
$35K
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