LONDON CO OF VIRGINIA Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$12.9B

Holdings

136

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (136 positions)

StockValue
AAPLAPPLE INC
$600.8M
NSCNORFOLK SOUTHERN CORP
$549.4M
CCLCARNIVAL CORP
$408.8M
GDGENERAL DYNAMICS CORP
$388.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$387.8M
WFCWELLS FARGO CO NEW
$384.2M
BLKCHFBLACKROCK INC
$368.8M
CSCOCISCO SYS INC
$358.6M
NEUNEWMARKET CORP
$355.4M
MSFTMICROSOFT CORP
$344.1M
PCARPACCAR INC
$259.8M
MOALTRIA GROUP INC
$253.0M
CLSCA INC
$245.9M
JNJJOHNSON & JOHNSON
$241.7M
LOWLOWES COS INC
$240.9M
PFEPFIZER INC
$236.8M
MRKMERCK & CO INC
$234.9M
INTCINTEL CORP
$227.0M
PAYXPAYCHEX INC
$226.9M
BACVERIZON COMMUNICATIONS INC
$221.8M
CVXCHEVRON CORP NEW
$221.4M
UPSUNITED PARCEL SERVICE INC
$219.9M
DEODIAGEO P L C
$218.5M
CINFCINCINNATI FINL CORP
$216.4M
KMXCARMAX INC
$199.9M
8CWCROWN CASTLE INTL CORP NEW
$196.5M
PGRPROGRESSIVE CORP OHIO
$181.1M
DLTRDOLLAR TREE INC
$171.8M
KOCOCA COLA CO
$171.7M
DYHTARGET CORP
$155.8M
GOOGALPHABET INC
$148.8M
VVISA INC
$142.1M
AWIARMSTRONG WORLD INDS INC NEW
$126.0M
HASHASBRO INC
$124.3M
YUSDALLEGHANY CORP DEL
$123.2M
ENRENERGIZER HLDGS INC NEW
$120.6M
U S G CORP
$119.1M
MLMMARTIN MARIETTA MATLS INC
$119.1M
POSTPOST HLDGS INC
$116.4M
ODFLOLD DOMINION FGHT LINES INC
$115.4M
DUKDUKE ENERGY CORP NEW
$112.9M
KMIKINDER MORGAN INC DEL
$103.1M
NKENIKE INC
$102.9M
PAGPENSKE AUTOMOTIVE GRP INC
$102.9M
HDHOME DEPOT INC
$93.9M
CPRTCOPART INC
$86.3M
ORLYO REILLY AUTOMOTIVE INC NEW
$82.5M
LUVSOUTHWEST AIRLS CO
$80.7M
4I1PHILIP MORRIS INTL INC
$80.4M
WTMWHITE MTNS INS GROUP LTD
$80.3M
ALBALBEMARLE CORP
$77.6M
FDXFEDEX CORP
$76.2M
DDOMINION ENERGY INC
$76.1M
VSMEURVERSUM MATLS INC
$73.8M
S76STORE CAP CORP
$69.8M
FRFIRST INDUSTRIAL REALTY TRUS
$65.4M
AXTAAXALTA COATING SYS LTD
$64.4M
RGRSTURM RUGER & CO INC
$64.4M
LSTRLANDSTAR SYS INC
$61.3M
GATXGATX CORP
$59.6M
LWLAMB WESTON HLDGS INC
$59.0M
STSENSATA TECHNOLOGIES HLDNG P
$57.4M
BMYBRISTOL MYERS SQUIBB CO
$57.3M
ENQENTEGRIS INC
$53.9M
DECKDECKERS OUTDOOR CORP
$51.1M
NGVTINGEVITY CORP
$50.3M
MBIMBIA INC
$50.0M
TIFEURTIFFANY & CO NEW
$50.0M
CTXSEURCITRIX SYS INC
$45.6M
APHAMPHENOL CORP NEW
$45.2M
KAMNUSDKAMAN CORP
$42.3M
BALLBALL CORP
$41.4M
BACBANK AMER CORP
$41.2M
VMCVULCAN MATLS CO
$41.0M
MTBM & T BK CORP
$39.9M
DEDEERE & CO
$39.2M
TROWPRICE T ROWE GROUP INC
$39.1M
CITCINTAS CORP
$38.6M
EVEUREATON VANCE CORP
$35.1M
MSMMSC INDL DIRECT INC
$34.0M
ALEXALEXANDER & BALDWIN INC NEW
$34.0M
MSGNMSG NETWORK INC
$33.7M
BF/BBROWN FORMAN CORP
$32.0M
GCP APPLIED TECHNOLOGIES INC
$31.9M
UNFUNIFIRST CORP MASS
$30.8M
PSMTPRICESMART INC
$30.3M
UNION BANKSHARES CORP NEW
$29.3M
SCISERVICE CORP INTL
$28.0M
MHKMOHAWK INDS INC
$27.9M
DOOREURMASONITE INTL CORP NEW
$27.1M
SPBSPECTRUM BRANDS HLDGS INC NE
$26.3M
AWMSKYWORKS SOLUTIONS INC
$24.1M
MATXMATSON INC
$24.1M
EPCEDGEWELL PERS CARE CO
$22.9M
DRQEURDRIL-QUIP INC
$22.2M
TPDTEMPUR SEALY INTL INC
$18.2M
WHRWHIRLPOOL CORP
$17.4M
LCIILCI INDS
$17.4M
BRKRBRUKER CORP
$16.3M
GLWCORNING INC
$16.1M
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