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)

StockValue
AUBATLANTIC UN BANKSHARES CORP
$15.8M
NKENIKE INC
$15.6M
TSAACI WORLDWIDE INC
$14.9M
ALEXALEXANDER & BALDWIN INC NEW
$14.4M
GHCGRAHAM HLDGS CO
$13.8M
MBUUMALIBU BOATS INC
$13.6M
LIVNLIVANOVA PLC
$13.4M
PSMTPRICESMART INC
$13.3M
KOCOCA COLA CO
$13.1M
IJHISHARES TR
$12.7M
EPRTESSENTIAL PPTYS RLTY TR INC
$11.1M
HAEHAEMONETICS CORP MASS
$10.6M
BMYBRISTOL-MYERS SQUIBB CO
$8.9M
LLYLILLY ELI & CO
$8.8M
GLWCORNING INC
$7.5M
DRQEURDRIL-QUIP INC
$7.3M
ENRENERGIZER HLDGS INC NEW
$6.4M
DEDEERE & CO
$6.1M
INTCINTEL CORP
$5.4M
BACBK OF AMERICA CORP
$4.8M
IWMISHARES TR
$4.5M
GLDDGREAT LAKES DREDGE & DOCK CO
$4.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.1M
TRCTEJON RANCH CO
$3.3M
CSXCSX CORP
$3.1M
TGTREDEGAR CORP
$2.8M
NVDANVIDIA CORPORATION
$2.4M
DUKDUKE ENERGY CORP NEW
$2.1M
WFCWELLS FARGO CO NEW
$2.0M
MDLZMONDELEZ INTL INC
$1.8M
HSYHERSHEY CO
$1.5M
XOMEXXON MOBIL CORP
$1.3M
ACNACCENTURE PLC IRELAND
$1.1M
GATXGATX CORP
$1.0M
RGRSTURM RUGER & CO INC
$998K
UDRUDR INC
$923K
SPYSPDR S&P 500 ETF TR
$905K
SHWSHERWIN WILLIAMS CO
$873K
GDGENERAL DYNAMICS CORP
$830K
COSTCOSTCO WHSL CORP NEW
$829K
MKLMARKEL CORP
$785K
AMZNAMAZON COM INC
$680K
GOOGLALPHABET INC
$654K
MANNING & NAPIER INC
$647K
IWRISHARES TR
$580K
NTRNUTRIEN LTD
$551K
PCARPACCAR INC
$482K
CHRWC H ROBINSON WORLDWIDE INC
$464K
RHIROBERT HALF INTL INC
$457K
TOWNTOWNEBANK PORTSMOUTH VA
$444K
LPLALPL FINL HLDGS INC
$427K
NEENEXTERA ENERGY INC
$415K
AFGAMERICAN FINL GROUP INC OHIO
$375K
SONYSONY GROUP CORPORATION
$360K
SCISERVICE CORP INTL
$327K
NFLXNETFLIX INC
$282K
AMGNAMGEN INC
$280K
VACMARRIOTT VACATIONS WORLDWIDE
$265K
BRKRBRUKER CORP
$258K
ALBALBEMARLE CORP
$230K
LYVLIVE NATION ENTERTAINMENT IN
$230K
PKGPACKAGING CORP AMER
$223K
ADPAUTOMATIC DATA PROCESSING IN
$215K
VBVANGUARD INDEX FDS
$201K
IGTINTERNATIONAL GAME TECHNOLOG
$197K
CSANCOSAN S A
$158K
BDNBRANDYWINE RLTY TR
$124K
IJRISHARES TR
$6K
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