LONDON CO OF VIRGINIA Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$14.0B

Holdings

127

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (127 positions)

StockValue
MOALTRIA GROUP INC
$584.4M
GDGENERAL DYNAMICS CORP
$507.0M
CCLCARNIVAL CORP
$506.3M
NSCNORFOLK SOUTHERN CORP
$494.2M
WFCWELLS FARGO CO NEW
$490.6M
NEUNEWMARKET CORP
$469.6M
BLKCHFBLACKROCK INC
$428.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$391.5M
LLYLILLY ELI & CO
$351.5M
CSCOCISCO SYS INC
$302.3M
MSFTMICROSOFT CORP
$277.6M
CINFCINCINNATI FINL CORP
$269.3M
MRKMERCK & CO INC
$264.5M
CVXCHEVRON CORP NEW
$260.1M
DEODIAGEO P L C
$256.9M
DYHTARGET CORP
$253.9M
BACVERIZON COMMUNICATIONS INC
$251.7M
PFEPFIZER INC
$243.8M
KMXCARMAX INC
$235.0M
CLSCA INC
$234.4M
INTCINTEL CORP
$229.2M
LOWLOWES COS INC
$228.4M
PAYXPAYCHEX INC
$221.5M
GEGENERAL ELECTRIC CO
$220.5M
DLTRDOLLAR TREE INC
$220.5M
8CWCROWN CASTLE INTL CORP NEW
$220.1M
GISGENERAL MLS INC
$219.1M
KOCOCA COLA CO
$202.5M
ORBITAL ATK INC
$180.1M
4I1PHILIP MORRIS INTL INC
$164.3M
PGRPROGRESSIVE CORP OHIO
$162.8M
DUKDUKE ENERGY CORP NEW
$149.4M
ODFLOLD DOMINION FGHT LINES INC
$146.5M
U S G CORP
$143.9M
AAPLAPPLE INC
$142.2M
PAGPENSKE AUTOMOTIVE GRP INC
$141.6M
HASHASBRO INC
$141.5M
KMIKINDER MORGAN INC DEL
$140.9M
ENRENERGIZER HLDGS INC NEW
$134.1M
AWIARMSTRONG WORLD INDS INC NEW
$126.5M
VVISA INC
$111.4M
YUSDALLEGHANY CORP DEL
$111.3M
WTMWHITE MTNS INS GROUP LTD
$111.1M
DDOMINION ENERGY INC
$105.2M
FRFIRST INDUSTRIAL REALTY TRUS
$101.1M
DEDEERE & CO
$98.2M
CPRTCOPART INC
$96.9M
GOOGALPHABET INC
$96.8M
DST SYS INC DEL
$94.6M
MLMMARTIN MARIETTA MATLS INC
$86.4M
ALXNALEXION PHARMACEUTICALS INC
$84.6M
LSTRLANDSTAR SYS INC
$83.4M
ALEXALEXANDER & BALDWIN INC NEW
$81.0M
DECKDECKERS OUTDOOR CORP
$80.2M
EVEUREATON VANCE CORP
$79.7M
RGRSTURM RUGER & CO INC
$78.2M
OLNOLIN CORP
$78.2M
SCISERVICE CORP INTL
$73.4M
MTBM & T BK CORP
$71.8M
NKENIKE INC
$71.4M
POSTPOST HLDGS INC
$70.8M
GATXGATX CORP
$70.6M
EPCEDGEWELL PERS CARE CO
$69.1M
BMYBRISTOL MYERS SQUIBB CO
$65.0M
MBIMBIA INC
$61.8M
FDXFEDEX CORP
$60.1M
KAMNUSDKAMAN CORP
$60.1M
CITCINTAS CORP
$58.5M
ORLYO REILLY AUTOMOTIVE INC NEW
$57.9M
TPDTEMPUR SEALY INTL INC
$56.9M
PSMTPRICESMART INC
$56.2M
LUVSOUTHWEST AIRLS CO
$55.2M
SPBSPECTRUM BRANDS HLDGS INC
$54.1M
NGVTINGEVITY CORP
$51.0M
LWLAMB WESTON HLDGS INC
$47.6M
MSMMSC INDL DIRECT INC
$42.5M
COOPER TIRE & RUBR CO
$42.4M
BACBANK AMER CORP
$39.9M
APHAMPHENOL CORP NEW
$39.2M
BALLBALL CORP
$37.4M
PHMPULTE GROUP INC
$37.1M
SYMCEURSYMANTEC CORP
$32.6M
CTXSEURCITRIX SYS INC
$31.4M
TROWPRICE T ROWE GROUP INC
$31.3M
VMCVULCAN MATLS CO
$31.0M
TIFEURTIFFANY & CO NEW
$30.2M
MATXMATSON INC
$29.4M
DRQEURDRIL-QUIP INC
$26.8M
WHRWHIRLPOOL CORP
$26.6M
BF/BBROWN FORMAN CORP
$26.5M
BRKRBRUKER CORP
$23.4M
VOYAVOYA FINL INC
$21.5M
TGTREDEGAR CORP
$15.9M
TRCTEJON RANCH CO
$14.8M
MSGNMSG NETWORK INC
$14.3M
GLWCORNING INC
$14.3M
SPYSPDR S&P 500 ETF TR
$9.5M
CLCOLGATE PALMOLIVE CO
$9.5M
IVVISHARES TR
$4.3M
IWMISHARES TR
$2.9M
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