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)

StockValue
MBUUMALIBU BOATS INC
$14.7M
ALEXALEXANDER & BALDWIN INC NEW
$14.2M
MRTNMARTEN TRANS LTD
$13.5M
MBIMBIA INC
$13.5M
HAEHAEMONETICS CORP MASS
$13.3M
GHCGRAHAM HLDGS CO
$13.2M
PSMTPRICESMART INC
$13.1M
TSAACI WORLDWIDE INC
$11.6M
KOCOCA COLA CO
$11.4M
LLYLILLY ELI & CO
$11.0M
LIVNLIVANOVA PLC
$10.5M
GLWCORNING INC
$9.8M
BMYBRISTOL-MYERS SQUIBB CO
$6.8M
NVDANVIDIA CORPORATION
$6.7M
DRQEURDRIL-QUIP INC
$6.2M
DEDEERE & CO
$5.9M
IWMISHARES TR
$5.7M
GLDDGREAT LAKES DREDGE & DOCK CO
$5.2M
BRK-BBERKSHIRE HATHAWAY INC DEL
$5.2M
CALYTOPGOLF CALLAWAY BRANDS CORP
$5.1M
IWDISHARES TR
$3.9M
CSXCSX CORP
$3.6M
PAGPENSKE AUTOMOTIVE GRP INC
$3.3M
IJHISHARES TR
$2.6M
WFCWELLS FARGO CO NEW
$2.4M
MDLZMONDELEZ INTL INC
$1.9M
DUKDUKE ENERGY CORP NEW
$1.7M
HSYHERSHEY CO
$1.7M
XOMEXXON MOBIL CORP
$1.7M
TGTREDEGAR CORP
$1.6M
GATXGATX CORP
$1.3M
ACNACCENTURE PLC IRELAND
$1.1M
IWBISHARES TR
$1.0M
SHWSHERWIN WILLIAMS CO
$1.0M
COSTCOSTCO WHSL CORP NEW
$931K
SPYSPDR S&P 500 ETF TR
$864K
MKLMARKEL GROUP INC
$839K
AMZNAMAZON COM INC
$834K
UDRUDR INC
$795K
BACBANK AMERICA CORP
$739K
PCARPACCAR INC
$733K
GDGENERAL DYNAMICS CORP
$713K
NFLXNETFLIX INC
$709K
LPLALPL FINL HLDGS INC
$493K
RHIROBERT HALF INTL INC
$458K
CHRWC H ROBINSON WORLDWIDE INC
$432K
NTRNUTRIEN LTD
$408K
SONYSONY GROUP CORPORATION
$396K
NEENEXTERA ENERGY INC
$385K
TOWNTOWNEBANK PORTSMOUTH VA
$380K
IGTINTERNATIONAL GAME TECHNOLOG
$338K
IWRISHARES TR
$328K
AFGAMERICAN FINL GROUP INC OHIO
$320K
BRKRBRUKER CORP
$303K
BUDANHEUSER BUSCH INBEV SA/NV
$300K
SCISERVICE CORP INTL
$284K
VACMARRIOTT VACATIONS WORLDWIDE
$280K
LYVLIVE NATION ENTERTAINMENT IN
$253K
AMGNAMGEN INC
$222K
ADPAUTOMATIC DATA PROCESSING IN
$216K
PKGPACKAGING CORP AMER
$214K
CSANCOSAN S A
$169K
BDNBRANDYWINE RLTY TR
$59K
IWVISHARES TR
$8K
PreviousPage 2 of 2