LONDON CO OF VIRGINIA Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$16.7B
Holdings
168
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $694.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $564.0M |
TXNTEXAS INSTRS INC | $434.0M |
JNJJOHNSON & JOHNSON | $400.0M |
LOWLOWES COS INC | $397.0M |
FISFIDELITY NATL INFORMATION SV | $390.0M |
NSCNORFOLK SOUTHN CORP | $389.0M |
CVXCHEVRON CORP NEW | $377.0M |
MSFTMICROSOFT CORP | $371.0M |
APDAIR PRODS & CHEMS INC | $369.0M |
SBUXSTARBUCKS CORP | $366.0M |
PGRPROGRESSIVE CORP | $339.0M |
SCHWSCHWAB CHARLES CORP | $325.0M |
CSCOCISCO SYS INC | $315.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $312.0M |
NEUNEWMARKET CORP | $302.0M |
MRKMERCK & CO INC | $300.0M |
4I1PHILIP MORRIS INTL INC | $287.0M |
CPRTCOPART INC | $286.0M |
CINFCINCINNATI FINL CORP | $283.0M |
UPSUNITED PARCEL SERVICE INC | $270.0M |
ENQENTEGRIS INC | $269.0M |
AERAERCAP HOLDINGS NV | $258.0M |
PAYXPAYCHEX INC | $257.0M |
FASTFASTENAL CO | $241.0M |
LWLAMB WESTON HLDGS INC | $240.0M |
DEODIAGEO PLC | $236.0M |
MOALTRIA GROUP INC | $235.0M |
VMCVULCAN MATLS CO | $216.0M |
CHRCHURCHILL DOWNS INC | $197.0M |
CMCSACOMCAST CORP NEW | $193.0M |
LIILENNOX INTL INC | $192.0M |
POSTPOST HLDGS INC | $190.0M |
STESTERIS PLC | $189.0M |
AWIARMSTRONG WORLD INDS INC NEW | $188.0M |
8CWCROWN CASTLE INC | $180.0M |
KMXCARMAX INC | $172.0M |
OTISOTIS WORLDWIDE CORP | $170.0M |
DDOMINION ENERGY INC | $169.0M |
AWMSKYWORKS SOLUTIONS INC | $167.0M |
NOCNORTHROP GRUMMAN CORP | $165.0M |
WATWATERS CORP | $158.0M |
MCMOELIS & CO | $154.0M |
UNFUNIFIRST CORP MASS | $152.0M |
HASHASBRO INC | $147.0M |
GOOGALPHABET INC | $145.0M |
ALSNALLISON TRANSMISSION HLDGS I | $142.0M |
DLTRDOLLAR TREE INC | $141.0M |
MTBM & T BK CORP | $141.0M |
POOLPOOL CORP | $140.0M |
MLMMARTIN MARIETTA MATLS INC | $135.0M |
BACVERIZON COMMUNICATIONS INC | $133.0M |
ATRAPTARGROUP INC | $130.0M |
APHAMPHENOL CORP NEW | $126.0M |
CBRECBRE GROUP INC | $123.0M |
BRBRBELLRING BRANDS INC | $92.0M |
PFEPFIZER INC | $91.0M |
PRGOPERRIGO CO PLC | $90.0M |
BALLBALL CORP | $88.0M |
BF/BBROWN FORMAN CORP | $80.0M |
VVISA INC | $80.0M |
HDHOME DEPOT INC | $76.0M |
MUSAMURPHY USA INC | $71.0M |
FDXFEDEX CORP | $68.0M |
MZTILANCASTER COLONY CORP | $65.0M |
ALBALBEMARLE CORP | $59.0M |
RSGREPUBLIC SVCS INC | $54.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $54.0M |
CHDCHURCH & DWIGHT CO INC | $52.0M |
FISVFISERV INC | $51.0M |
DYHTARGET CORP | $50.0M |
TPDTEMPUR SEALY INTL INC | $48.0M |
THGHANOVER INS GROUP INC | $45.0M |
TREXTREX CO INC | $44.0M |
FRFIRST INDL RLTY TR INC | $43.0M |
CWSTCASELLA WASTE SYS INC | $43.0M |
LSTRLANDSTAR SYS INC | $38.0M |
JKHYHENRY JACK & ASSOC INC | $37.0M |
AXTAAXALTA COATING SYS LTD | $35.0M |
MTNVAIL RESORTS INC | $32.0M |
DOOREURMASONITE INTL CORP | $31.0M |
QLYSQUALYS INC | $28.0M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $27.0M |
MATXMATSON INC | $26.0M |
REYNREYNOLDS CONSUMER PRODS INC | $24.0M |
VNTVONTIER CORPORATION | $24.0M |
CNNECANNAE HLDGS INC | $23.0M |
CTSCTS CORP | $21.0M |
HAYWHAYWARD HLDGS INC | $21.0M |
GOLFACUSHNET HLDGS CORP | $21.0M |
IVVISHARES TR | $19.0M |
AUBATLANTIC UN BANKSHARES CORP | $19.0M |
ENOVENOVIS CORPORATION | $18.0M |
EPRTESSENTIAL PPTYS RLTY TR INC | $16.0M |
NGVTINGEVITY CORP | $15.0M |
HAEHAEMONETICS CORP MASS | $14.0M |
NKENIKE INC | $14.0M |
PSMTPRICESMART INC | $13.0M |
ALEXALEXANDER & BALDWIN INC NEW | $12.0M |
TSAACI WORLDWIDE INC | $12.0M |
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