LONDON CO OF VIRGINIA Q3 2020 Filing

Filed November 13, 2020

Portfolio Value

$14.0B

Holdings

137

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (137 positions)

StockValue
AAPLAPPLE INC
$554.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$499.2M
LOWLOWES COS INC
$399.6M
TXNTEXAS INSTRS INC
$383.6M
NSCNORFOLK SOUTHN CORP
$376.8M
BLKCHFBLACKROCK INC
$351.5M
JNJJOHNSON & JOHNSON
$345.3M
MSFTMICROSOFT CORP
$341.4M
APDAIR PRODS & CHEMS INC
$332.1M
BACVERIZON COMMUNICATIONS INC
$295.1M
UPSUNITED PARCEL SERVICE INC
$292.5M
ENQENTEGRIS INC
$283.5M
CINFCINCINNATI FINL CORP
$276.1M
KMXCARMAX INC
$273.3M
8CWCROWN CASTLE INTL CORP NEW
$269.7M
CTXSEURCITRIX SYS INC
$262.7M
PFEPFIZER INC
$261.5M
DYHTARGET CORP
$252.5M
MRKMERCK & CO. INC
$245.3M
CSCOCISCO SYS INC
$245.1M
S76STORE CAP CORP
$235.1M
DDOMINION ENERGY INC
$230.5M
CPRTCOPART INC
$230.3M
INTCINTEL CORP
$227.8M
MOALTRIA GROUP INC
$223.3M
AWMSKYWORKS SOLUTIONS INC
$209.5M
NEUNEWMARKET CORP
$206.6M
DEODIAGEO PLC
$205.3M
FASTFASTENAL CO
$199.0M
HDSUSDHD SUPPLY HLDGS INC
$197.1M
DLTRDOLLAR TREE INC
$196.9M
ODFLOLD DOMINION FREIGHT LINE IN
$192.2M
AWIARMSTRONG WORLD INDS INC
$184.5M
PAYXPAYCHEX INC
$180.8M
BKIEURBLACK KNIGHT INC
$172.2M
APHAMPHENOL CORP NEW
$168.3M
POSTPOST HLDGS INC
$167.7M
LWLAMB WESTON HLDGS INC
$166.0M
VMCVULCAN MATLS CO
$160.8M
CVXCHEVRON CORP NEW
$158.5M
4I1PHILIP MORRIS INTL INC
$149.4M
CITCINTAS CORP
$146.9M
PRGOPERRIGO CO PLC
$141.6M
YUSDALLEGHANY CORP DEL
$134.8M
STESTERIS PLC
$130.5M
KOCOCA COLA CO
$130.4M
MCMOELIS & CO
$129.0M
FOXAFOX CORP
$120.6M
MLMMARTIN MARIETTA MATLS INC
$117.7M
BF/BBROWN FORMAN CORP
$114.2M
GOOGALPHABET INC
$111.7M
STSENSATA TECHNOLOGIES HLDNG P
$105.3M
HASHASBRO INC
$104.6M
AXTAAXALTA COATING SYS LTD
$99.3M
ALSNALLISON TRANSMISSION HLDGS I
$93.7M
MTBM & T BK CORP
$93.6M
CHRCHURCHILL DOWNS INC
$91.9M
VVISA INC
$87.3M
HDHOME DEPOT INC
$83.1M
BALLBALL CORP
$79.3M
FDXFEDEX CORP
$78.6M
BENFRANKLIN RESOURCES INC
$74.1M
ORLYOREILLY AUTOMOTIVE INC
$71.2M
PGRPROGRESSIVE CORP
$69.0M
CDKCDK GLOBAL INC
$65.7M
FRFIRST INDL RLTY TR INC
$61.3M
WTMWHITE MTNS INS GROUP LTD
$57.8M
SCHWSCHWAB CHARLES CORP
$50.5M
WFCWELLS FARGO CO NEW
$49.1M
UNFUNIFIRST CORP MASS
$46.7M
GCP APPLIED TECHNOLOGIES INC
$45.7M
LSTRLANDSTAR SYS INC
$44.7M
BMYBRISTOL-MYERS SQUIBB CO
$40.7M
TPDTEMPUR SEALY INTL INC
$40.3M
BRBROADRIDGE FINL SOLUTIONS IN
$35.9M
DECKDECKERS OUTDOOR CORP
$34.6M
ENRENERGIZER HLDGS INC NEW
$31.6M
VAREURVARIAN MED SYS INC
$31.3M
DOOREURMASONITE INTL CORP
$30.0M
PAGPENSKE AUTOMOTIVE GRP INC
$27.6M
NGVTINGEVITY CORP
$24.0M
NKENIKE INC
$21.1M
TSAACI WORLDWIDE INC
$18.4M
KAMNUSDKAMAN CORP
$17.4M
PSMTPRICESMART INC
$17.3M
MATXMATSON INC
$17.2M
CNNECANNAE HLDGS INC
$16.4M
EVEUREATON VANCE CORP
$15.4M
MBIMBIA INC
$14.2M
BRKRBRUKER CORP
$13.8M
GHCGRAHAM HLDGS CO
$13.4M
AUBATLANTIC UN BANKSHARES CORP
$13.3M
LIVNLIVANOVA PLC
$12.9M
GLWCORNING INC
$12.8M
GATXGATX CORP
$12.6M
ALEXALEXANDER & BALDWIN INC NEW
$11.9M
IVVISHARES TR
$11.5M
DRQEURDRIL QUIP INC
$9.4M
DEDEERE & CO
$8.2M
TGTREDEGAR CORP
$5.7M
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