LONDON CO OF VIRGINIA Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$15.8B

Holdings

164

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
ALEXALEXANDER & BALDWIN INC NEW
$13.2M
GHCGRAHAM HLDGS CO
$12.9M
NKENIKE INC
$12.7M
MBUUMALIBU BOATS INC
$12.3M
HAEHAEMONETICS CORP MASS
$12.0M
KOCOCA COLA CO
$11.6M
IJHISHARES TR
$11.4M
TSAACI WORLDWIDE INC
$11.3M
LIVNLIVANOVA PLC
$10.8M
PSMTPRICESMART INC
$10.6M
LLYLILLY ELI & CO
$8.8M
BMYBRISTOL-MYERS SQUIBB CO
$8.0M
GLWCORNING INC
$6.8M
DEDEERE & CO
$6.6M
DRQEURDRIL-QUIP INC
$5.4M
BACBK OF AMERICA CORP
$4.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.1M
CSXCSX CORP
$2.9M
TGTREDEGAR CORP
$2.5M
GLDDGREAT LAKES DREDGE & DOCK CO
$2.4M
INTCINTEL CORP
$2.3M
WFCWELLS FARGO CO NEW
$2.1M
IWMISHARES TR
$2.0M
NVDANVIDIA CORPORATION
$1.9M
DUKDUKE ENERGY CORP NEW
$1.8M
MDLZMONDELEZ INTL INC
$1.6M
IWBISHARES TR
$1.6M
HSYHERSHEY CO
$1.5M
XOMEXXON MOBIL CORP
$1.4M
ACNACCENTURE PLC IRELAND
$1.0M
IWRISHARES TR
$946K
GATXGATX CORP
$920K
UDRUDR INC
$836K
SPYSPDR S&P 500 ETF TR
$817K
COSTCOSTCO WHSL CORP NEW
$817K
SHWSHERWIN WILLIAMS CO
$799K
RGRSTURM RUGER & CO INC
$796K
TRCTEJON RANCH CO
$766K
GDGENERAL DYNAMICS CORP
$755K
AMZNAMAZON COM INC
$723K
MKLMARKEL CORP
$658K
MANNING & NAPIER INC
$637K
NTRNUTRIEN LTD
$577K
LPLALPL FINL HLDGS INC
$496K
PCARPACCAR INC
$489K
GOOGLALPHABET INC
$488K
RHIROBERT HALF INTL INC
$467K
CHRWC H ROBINSON WORLDWIDE INC
$441K
TOWNTOWNEBANK PORTSMOUTH VA
$439K
NEENEXTERA ENERGY INC
$408K
NFLXNETFLIX INC
$379K
AFGAMERICAN FINL GROUP INC OHIO
$332K
ALBALBEMARLE CORP
$291K
SONYSONY GROUP CORPORATION
$282K
VACMARRIOTT VACATIONS WORLDWIDE
$278K
SCISERVICE CORP INTL
$273K
AMGNAMGEN INC
$260K
ENRENERGIZER HLDGS INC NEW
$247K
ADPAUTOMATIC DATA PROCESSING IN
$223K
BRKRBRUKER CORP
$218K
LYVLIVE NATION ENTERTAINMENT IN
$211K
IGTINTERNATIONAL GAME TECHNOLOG
$167K
CSANCOSAN S A
$147K
BDNBRANDYWINE RLTY TR
$87K
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