LONDON CO OF VIRGINIA Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$17.8B

Holdings

171

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
AAPLAPPLE INC
$625.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$571.0M
FISFIDELITY NATL INFORMATION SV
$495.0M
APDAIR PRODS & CHEMS INC
$462.0M
TXNTEXAS INSTRS INC
$456.0M
PGRPROGRESSIVE CORP
$435.0M
ENQENTEGRIS INC
$399.0M
NSCNORFOLK SOUTHN CORP
$390.0M
MSFTMICROSOFT CORP
$380.0M
SCHWSCHWAB CHARLES CORP
$378.0M
LOWLOWES COS INC
$362.0M
8CWCROWN CASTLE INC
$324.0M
JNJJOHNSON & JOHNSON
$323.0M
4I1PHILIP MORRIS INTL INC
$319.0M
AERAERCAP HOLDINGS NV
$318.0M
MRKMERCK & CO INC
$309.0M
AWIARMSTRONG WORLD INDS INC NEW
$309.0M
CHRCHURCHILL DOWNS INC
$302.0M
CVXCHEVRON CORP NEW
$301.0M
CINFCINCINNATI FINL CORP
$300.0M
SBUXSTARBUCKS CORP
$263.0M
CSCOCISCO SYS INC
$239.0M
POSTPOST HLDGS INC
$237.0M
PAYXPAYCHEX INC
$224.0M
LWLAMB WESTON HLDGS INC
$222.0M
MOALTRIA GROUP INC
$220.0M
OTISOTIS WORLDWIDE CORP
$212.0M
APHAMPHENOL CORP NEW
$210.0M
NOCNORTHROP GRUMMAN CORP
$210.0M
MCMOELIS & CO
$205.0M
FASTFASTENAL CO
$203.0M
UPSUNITED PARCEL SERVICE INC
$200.0M
CPRTCOPART INC
$195.0M
STESTERIS PLC
$195.0M
VMCVULCAN MATLS CO
$192.0M
ALSNALLISON TRANSMISSION HLDGS I
$191.0M
ODFLOLD DOMINION FREIGHT LINE IN
$190.0M
AWMSKYWORKS SOLUTIONS INC
$189.0M
GOOGALPHABET INC
$184.0M
KMXCARMAX INC
$179.0M
MTBM & T BK CORP
$176.0M
WATWATERS CORP
$173.0M
DEODIAGEO PLC
$168.0M
DDOMINION ENERGY INC
$163.0M
UNFUNIFIRST CORP MASS
$163.0M
POOLPOOL CORP
$162.0M
CBRECBRE GROUP INC
$155.0M
ATRAPTARGROUP INC
$153.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$148.0M
DLTRDOLLAR TREE INC
$147.0M
TPDTEMPUR SEALY INTL INC
$143.0M
CMCSACOMCAST CORP NEW
$142.0M
BRKRBRUKER CORP
$141.0M
TELTE CONNECTIVITY LTD
$121.0M
HASHASBRO INC
$118.0M
BALLBALL CORP
$111.0M
MUSAMURPHY USA INC
$91.0M
VVISA INC
$85.0M
HDHOME DEPOT INC
$78.0M
MZTILANCASTER COLONY CORP
$77.0M
BRBRBELLRING BRANDS INC
$74.0M
FDXFEDEX CORP
$71.0M
RSGREPUBLIC SVCS INC
$68.0M
FISVFISERV INC
$62.0M
BF/BBROWN FORMAN CORP
$62.0M
CWSTCASELLA WASTE SYS INC
$61.0M
QLYSQUALYS INC
$60.0M
THGHANOVER INS GROUP INC
$55.0M
CHDCHURCH & DWIGHT CO INC
$53.0M
BACVERIZON COMMUNICATIONS INC
$51.0M
LSTRLANDSTAR SYS INC
$45.0M
BRBROADRIDGE FINL SOLUTIONS IN
$45.0M
FRFIRST INDL RLTY TR INC
$43.0M
AXTAAXALTA COATING SYS LTD
$43.0M
JKHYHENRY JACK & ASSOC INC
$40.0M
TTCTORO CO
$38.0M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$37.0M
MATXMATSON INC
$35.0M
VNTVONTIER CORPORATION
$35.0M
TSAACI WORLDWIDE INC
$35.0M
EPRTESSENTIAL PPTYS RLTY TR INC
$30.0M
CTSCTS CORP
$30.0M
GOLFACUSHNET HLDGS CORP
$29.0M
TREXTREX CO INC
$29.0M
AUBATLANTIC UN BANKSHARES CORP
$29.0M
PFEPFIZER INC
$29.0M
REYNREYNOLDS CONSUMER PRODS INC
$27.0M
CNNECANNAE HLDGS INC
$26.0M
CABOCABLE ONE INC
$25.0M
MTNVAIL RESORTS INC
$23.0M
HAEHAEMONETICS CORP MASS
$23.0M
GTESGATES INDL CORP PLC
$23.0M
PLUSEPLUS INC
$22.0M
GLWCORNING INC
$20.0M
CERTCERTARA INC
$19.0M
NVDANVIDIA CORPORATION
$19.0M
DVDOUBLEVERIFY HLDGS INC
$18.0M
ENOVENOVIS CORPORATION
$18.0M
RVLVREVOLVE GROUP INC
$18.0M
MRTNMARTEN TRANS LTD
$17.0M
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