LONDON CO OF VIRGINIA Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$17.7B
Holdings
164
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $858.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $560.0M |
TXNTEXAS INSTRS INC | $507.0M |
LOWLOWES COS INC | $445.0M |
JNJJOHNSON & JOHNSON | $437.0M |
MSFTMICROSOFT CORP | $410.0M |
SBUXSTARBUCKS CORP | $410.0M |
APDAIR PRODS & CHEMS INC | $403.0M |
CVXCHEVRON CORP NEW | $363.0M |
MRKMERCK & CO INC | $349.0M |
SCHWSCHWAB CHARLES CORP | $344.0M |
PGRPROGRESSIVE CORP | $330.0M |
UPSUNITED PARCEL SERVICE INC | $324.0M |
NSCNORFOLK SOUTHN CORP | $317.0M |
ENQENTEGRIS INC | $315.0M |
CSCOCISCO SYS INC | $314.0M |
LWLAMB WESTON HLDGS INC | $310.0M |
CPRTCOPART INC | $299.0M |
DEODIAGEO PLC | $286.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $278.0M |
FASTFASTENAL CO | $270.0M |
NEUNEWMARKET CORP | $266.0M |
PFEPFIZER INC | $266.0M |
MOALTRIA GROUP INC | $262.0M |
PAYXPAYCHEX INC | $259.0M |
CINFCINCINNATI FINL CORP | $250.0M |
AERAERCAP HOLDINGS NV | $248.0M |
CHRCHURCHILL DOWNS INC | $248.0M |
FISFIDELITY NATL INFORMATION SV | $242.0M |
VMCVULCAN MATLS CO | $239.0M |
8CWCROWN CASTLE INC | $232.0M |
BKIEURBLACK KNIGHT INC | $216.0M |
DYHTARGET CORP | $215.0M |
LIILENNOX INTL INC | $211.0M |
BACVERIZON COMMUNICATIONS INC | $209.0M |
DDOMINION ENERGY INC | $206.0M |
KMXCARMAX INC | $203.0M |
4I1PHILIP MORRIS INTL INC | $199.0M |
POSTPOST HLDGS INC | $191.0M |
STESTERIS PLC | $190.0M |
AWIARMSTRONG WORLD INDS INC NEW | $189.0M |
CMCSACOMCAST CORP NEW | $187.0M |
DLTRDOLLAR TREE INC | $186.0M |
OTISOTIS WORLDWIDE CORP | $186.0M |
AWMSKYWORKS SOLUTIONS INC | $185.0M |
MCMOELIS & CO | $155.0M |
MLMMARTIN MARIETTA MATLS INC | $151.0M |
UNFUNIFIRST CORP MASS | $147.0M |
POOLPOOL CORP | $146.0M |
HASHASBRO INC | $142.0M |
GOOGALPHABET INC | $135.0M |
ALSNALLISON TRANSMISSION HLDGS I | $134.0M |
CBRECBRE GROUP INC | $132.0M |
APHAMPHENOL CORP NEW | $126.0M |
ATRAPTARGROUP INC | $120.0M |
MTBM & T BK CORP | $112.0M |
BALLBALL CORP | $102.0M |
PRGOPERRIGO CO PLC | $94.0M |
BF/BBROWN FORMAN CORP | $91.0M |
VVISA INC | $84.0M |
MZTILANCASTER COLONY CORP | $82.0M |
BRBRBELLRING BRANDS INC | $80.0M |
HDHOME DEPOT INC | $79.0M |
MUSAMURPHY USA INC | $66.0M |
FDXFEDEX CORP | $65.0M |
ALBALBEMARLE CORP | $65.0M |
FISVFISERV INC | $58.0M |
CHDCHURCH & DWIGHT CO INC | $58.0M |
RSGREPUBLIC SVCS INC | $58.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $51.0M |
TREXTREX CO INC | $49.0M |
FRFIRST INDL RLTY TR INC | $48.0M |
THGHANOVER INS GROUP INC | $47.0M |
TPDTEMPUR SEALY INTL INC | $44.0M |
AXTAAXALTA COATING SYS LTD | $44.0M |
JKHYHENRY JACK & ASSOC INC | $43.0M |
LSTRLANDSTAR SYS INC | $40.0M |
DOOREURMASONITE INTL CORP | $33.0M |
REYNREYNOLDS CONSUMER PRODS INC | $29.0M |
RBARB GLOBAL INC | $28.0M |
CNNECANNAE HLDGS INC | $27.0M |
STSENSATA TECHNOLOGIES HLDG PL | $26.0M |
VNTVONTIER CORPORATION | $25.0M |
QLYSQUALYS INC | $23.0M |
MATXMATSON INC | $23.0M |
ENOVENOVIS CORPORATION | $22.0M |
CTSCTS CORP | $22.0M |
GOLFACUSHNET HLDGS CORP | $21.0M |
HAYWHAYWARD HLDGS INC | $20.0M |
CWSTCASELLA WASTE SYS INC | $19.0M |
EPRTESSENTIAL PPTYS RLTY TR INC | $18.0M |
NGVTINGEVITY CORP | $18.0M |
IVVISHARES TR | $16.0M |
AUBATLANTIC UN BANKSHARES CORP | $16.0M |
ALEXALEXANDER & BALDWIN INC NEW | $14.0M |
NKENIKE INC | $14.0M |
MBUUMALIBU BOATS INC | $14.0M |
MBIMBIA INC | $13.0M |
HAEHAEMONETICS CORP MASS | $13.0M |
MRTNMARTEN TRANS LTD | $13.0M |
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