LONDON CO OF VIRGINIA Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$16.4B
Holdings
168
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $614.6M |
JNJJOHNSON & JOHNSON | $479.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $466.6M |
TXNTEXAS INSTRS INC | $442.4M |
PGRPROGRESSIVE CORP | $416.5M |
PFEPFIZER INC | $390.6M |
LOWLOWES COS INC | $351.5M |
8CWCROWN CASTLE INTL CORP NEW | $349.1M |
BACVERIZON COMMUNICATIONS INC | $344.1M |
UPSUNITED PARCEL SERVICE INC | $335.6M |
DDOMINION ENERGY INC | $332.5M |
APDAIR PRODS & CHEMS INC | $329.9M |
CINFCINCINNATI FINL CORP | $326.3M |
NSCNORFOLK SOUTHN CORP | $326.2M |
MSFTMICROSOFT CORP | $314.2M |
DEODIAGEO PLC | $290.8M |
MRKMERCK & CO INC | $281.4M |
CVXCHEVRON CORP NEW | $277.4M |
PAYXPAYCHEX INC | $268.9M |
CSCOCISCO SYS INC | $268.3M |
LWLAMB WESTON HLDGS INC | $264.0M |
FISFIDELITY NATL INFORMATION SV | $256.8M |
ENQENTEGRIS INC | $248.1M |
MOALTRIA GROUP INC | $247.9M |
KMXCARMAX INC | $243.1M |
SBUXSTARBUCKS CORP | $242.1M |
DYHTARGET CORP | $236.7M |
FASTFASTENAL CO | $232.6M |
DLTRDOLLAR TREE INC | $223.0M |
S76STORE CAP CORP | $213.0M |
NEUNEWMARKET CORP | $210.3M |
4I1PHILIP MORRIS INTL INC | $204.6M |
HASHASBRO INC | $197.6M |
POSTPOST HLDGS INC | $197.5M |
CPRTCOPART INC | $195.3M |
AWIARMSTRONG WORLD INDS INC NEW | $193.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $184.8M |
CHRCHURCHILL DOWNS INC | $184.7M |
BKIEURBLACK KNIGHT INC | $171.9M |
CMCSACOMCAST CORP NEW | $169.5M |
AWMSKYWORKS SOLUTIONS INC | $165.6M |
VMCVULCAN MATLS CO | $164.7M |
OTISOTIS WORLDWIDE CORP | $161.9M |
UNFUNIFIRST CORP MASS | $159.1M |
MTBM & T BK CORP | $158.9M |
STESTERIS PLC | $156.9M |
CTXSEURCITRIX SYS INC | $140.2M |
AERAERCAP HOLDINGS NV | $139.0M |
MCMOELIS & CO | $131.8M |
PRGOPERRIGO CO PLC | $123.8M |
ATRAPTARGROUP INC | $116.3M |
BALLBALL CORP | $113.9M |
BF/BBROWN FORMAN CORP | $105.2M |
APHAMPHENOL CORP NEW | $104.6M |
MLMMARTIN MARIETTA MATLS INC | $102.2M |
ALSNALLISON TRANSMISSION HLDGS I | $100.3M |
VVISA INC | $75.9M |
HDHOME DEPOT INC | $75.5M |
LIILENNOX INTL INC | $72.8M |
FDXFEDEX CORP | $70.8M |
CHDCHURCH & DWIGHT CO INC | $70.1M |
SCHWSCHWAB CHARLES CORP | $65.5M |
BRBRBELLRING BRANDS INC | $60.1M |
STSENSATA TECHNOLOGIES HLDG PL | $56.4M |
IVVISHARES TR | $55.6M |
METAMETA PLATFORMS INC | $53.8M |
MZTILANCASTER COLONY CORP | $52.4M |
THGHANOVER INS GROUP INC | $46.0M |
FRFIRST INDL RLTY TR INC | $46.0M |
FISVFISERV INC | $44.6M |
JKHYHENRY JACK & ASSOC INC | $42.7M |
BRBROADRIDGE FINL SOLUTIONS IN | $41.1M |
DECKDECKERS OUTDOOR CORP | $40.8M |
LSTRLANDSTAR SYS INC | $32.6M |
AXTAAXALTA COATING SYS LTD | $31.4M |
IAA-WUSDIAA INC | $29.0M |
REYNREYNOLDS CONSUMER PRODS INC | $28.4M |
MUSAMURPHY USA INC | $27.2M |
DOOREURMASONITE INTL CORP | $26.4M |
CNNECANNAE HLDGS INC | $25.0M |
TPDTEMPUR SEALY INTL INC | $24.6M |
QLYSQUALYS INC | $24.5M |
MATXMATSON INC | $23.0M |
HAYWHAYWARD HLDGS INC | $22.8M |
NGVTINGEVITY CORP | $22.7M |
IWBISHARES TR | $21.9M |
—GCP APPLIED TECHNOLOGIES INC | $20.7M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $20.5M |
MBIMBIA INC | $20.3M |
PAGPENSKE AUTOMOTIVE GRP INC | $18.5M |
CTSCTS CORP | $18.3M |
IWDISHARES TR | $17.4M |
—MANTECH INTERNATIONAL CORP | $17.4M |
GOLFACUSHNET HLDGS CORP | $16.8M |
AUBATLANTIC UN BANKSHARES CORP | $15.8M |
NKENIKE INC | $15.6M |
TSAACI WORLDWIDE INC | $14.9M |
ALEXALEXANDER & BALDWIN INC NEW | $14.4M |
MBUUMALIBU BOATS INC | $13.6M |
LIVNLIVANOVA PLC | $13.4M |
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