LONDON CO OF VIRGINIA Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$12.9B
Holdings
136
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (136 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $692.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $358.6M |
BLKCHFBLACKROCK INC | $339.5M |
MSFTMICROSOFT CORP | $329.0M |
LOWLOWES COS INC | $324.4M |
TXNTEXAS INSTRS INC | $312.9M |
NSCNORFOLK SOUTHERN CORP | $309.0M |
CSCOCISCO SYS INC | $290.2M |
FASTFASTENAL CO | $288.9M |
CTXSEURCITRIX SYS INC | $273.5M |
8CWCROWN CASTLE INTL CORP NEW | $270.0M |
APDAIR PRODS & CHEMS INC | $268.4M |
INTCINTEL CORP | $260.7M |
KMXCARMAX INC | $257.1M |
ENQENTEGRIS INC | $239.0M |
NEUNEWMARKET CORP | $236.8M |
DDOMINION ENERGY INC | $236.0M |
PFEPFIZER INC | $231.9M |
ODFLOLD DOMINION FREIGHT LINE IN | $229.9M |
MRKMERCK & CO. INC | $228.0M |
JNJJOHNSON & JOHNSON | $227.9M |
BACVERIZON COMMUNICATIONS INC | $225.7M |
CVXCHEVRON CORP NEW | $223.0M |
MOALTRIA GROUP INC | $217.0M |
AWIARMSTRONG WORLD INDS INC | $200.5M |
UPSUNITED PARCEL SERVICE INC | $194.2M |
DLTRDOLLAR TREE INC | $191.8M |
DYHTARGET CORP | $191.5M |
CINFCINCINNATI FINL CORP | $190.7M |
CPRTCOPART INC | $185.3M |
DEODIAGEO P L C | $185.0M |
S76STORE CAP CORP | $183.5M |
AWMSKYWORKS SOLUTIONS INC | $171.2M |
PAYXPAYCHEX INC | $171.1M |
POSTPOST HLDGS INC | $162.4M |
WFCWELLS FARGO CO NEW | $158.1M |
CITCINTAS CORP | $156.8M |
PRGOPERRIGO CO PLC | $152.6M |
LWLAMB WESTON HLDGS INC | $148.8M |
APHAMPHENOL CORP NEW | $138.4M |
4I1PHILIP MORRIS INTL INC | $136.6M |
BKIEURBLACK KNIGHT INC | $133.4M |
VMCVULCAN MATLS CO | $127.8M |
HDSUSDHD SUPPLY HLDGS INC | $122.6M |
BF/BBROWN FORMAN CORP | $119.3M |
YUSDALLEGHANY CORP DEL | $119.1M |
KOCOCA COLA CO | $116.3M |
MCMOELIS & CO | $116.3M |
FOXAFOX CORP | $111.5M |
GOOGALPHABET INC | $108.1M |
MLMMARTIN MARIETTA MATLS INC | $103.1M |
MTBM & T BK CORP | $98.3M |
AXTAAXALTA COATING SYS LTD | $96.3M |
ALSNALLISON TRANSMISSION HLDGS I | $91.3M |
HASHASBRO INC | $89.1M |
STSENSATA TECHNOLOGIES HLDNG P | $85.8M |
VVISA INC | $85.7M |
BENFRANKLIN RESOURCES INC | $77.4M |
CHRCHURCHILL DOWNS INC | $76.7M |
HDHOME DEPOT INC | $75.8M |
WTMWHITE MTNS INS GROUP LTD | $67.6M |
ORLYOREILLY AUTOMOTIVE INC | $65.9M |
BALLBALL CORP | $61.6M |
FRFIRST INDL RLTY TR INC | $61.2M |
PGRPROGRESSIVE CORP OHIO | $59.0M |
CDKCDK GLOBAL INC | $57.9M |
UNFUNIFIRST CORP MASS | $45.3M |
FDXFEDEX CORP | $44.4M |
LSTRLANDSTAR SYS INC | $41.8M |
BMYBRISTOL-MYERS SQUIBB CO | $40.1M |
ENRENERGIZER HLDGS INC NEW | $39.3M |
BRBROADRIDGE FINL SOLUTIONS IN | $34.7M |
TPDTEMPUR SEALY INTL INC | $33.9M |
DECKDECKERS OUTDOOR CORP | $31.5M |
SCHWSCHWAB CHARLES CORP | $29.2M |
NGVTINGEVITY CORP | $26.4M |
DOOREURMASONITE INTL CORP NEW | $24.7M |
MBIMBIA INC | $23.7M |
PAGPENSKE AUTOMOTIVE GRP INC | $23.7M |
GATXGATX CORP | $22.6M |
VAREURVARIAN MED SYS INC | $22.5M |
KAMNUSDKAMAN CORP | $19.4M |
—GCP APPLIED TECHNOLOGIES INC | $17.0M |
NKENIKE INC | $16.5M |
PSMTPRICESMART INC | $16.3M |
EVEUREATON VANCE CORP | $16.3M |
AUBATLANTIC UN BANKSHARES CORP | $15.1M |
BRKRBRUKER CORP | $14.7M |
LIVNLIVANOVA PLC | $14.6M |
ALEXALEXANDER & BALDWIN INC NEW | $13.9M |
MATXMATSON INC | $13.0M |
DRQEURDRIL QUIP INC | $12.0M |
GHCGRAHAM HLDGS CO | $11.7M |
MHKMOHAWK INDS INC | $11.4M |
GLWCORNING INC | $11.0M |
TGTREDEGAR CORP | $6.1M |
DEDEERE & CO | $5.8M |
IVVISHARES TR | $4.6M |
TRCTEJON RANCH CO | $4.4M |
LLYLILLY ELI & CO | $4.3M |
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