LONDON CO OF VIRGINIA Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$16668.4T

Holdings

168

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
NKENIKE INC
148,269$14.2T0.09%
102
HAEHAEMONETICS CORP MASS
157,530$14.1T0.08%
103
LLYELI LILLY & CO
25,654$13.8T0.08%
104
GHCGRAHAM HLDGS CO
23,362$13.6T0.08%
105
PSMTPRICESMART INC
178,948$13.3T0.08%
106
ALEXALEXANDER & BALDWIN INC NEW
767,611$12.8T0.08%
107
MRTNMARTEN TRANS LTD
623,859$12.3T0.07%
108
TSAACI WORLDWIDE INC
541,842$12.2T0.07%
109
MBIMBIA INC
1,553,740$11.2T0.07%
110
KOCOCA COLA CO
198,691$11.1T0.07%
111
LIVNLIVANOVA PLC
207,560$11.0T0.07%
112
IJHISHARES TR
43,224$10.8T0.06%
113
MBUUMALIBU BOATS INC
217,053$10.6T0.06%
114
IWMISHARES TR
58,646$10.4T0.06%
115
GLWCORNING INC
284,399$8.7T0.05%
116
DRQEURDRIL-QUIP INC
274,538$7.7T0.05%
117
NVDANVIDIA CORPORATION
15,920$6.9T0.04%
118
DEDEERE & CO
14,989$5.7T0.03%
119
BRK-BBERKSHIRE HATHAWAY INC DEL
10$5.3T0.03%
120
IWDISHARES TR
34,273$5.2T0.03%
121
GLDDGREAT LAKES DREDGE & DOCK CO
642,744$5.1T0.03%
122
BMYBRISTOL-MYERS SQUIBB CO
84,252$4.9T0.03%
123
PAGPENSKE AUTOMOTIVE GRP INC
22,586$3.8T0.02%
124
CSXCSX CORP
105,934$3.3T0.02%
125
WFCWELLS FARGO CO NEW
55,582$2.3T0.01%
126
MDLZMONDELEZ INTL INC
26,468$1.8T0.01%
127
XOMEXXON MOBIL CORP
15,488$1.8T0.01%
128
DUKDUKE ENERGY CORP NEW
19,409$1.7T0.01%
129
IWBISHARES TR
6,584$1.5T0.01%
130
HSYHERSHEY CO
6,833$1.4T0.01%
131
GATXGATX CORP
12,438$1.4T0.01%
132
TGTREDEGAR CORP
238,348$1.3T0.01%
133
ACNACCENTURE PLC IRELAND
3,537$1.1T0.01%
134
PCARPACCAR INC
11,992$1.0T0.01%
135
CALYTOPGOLF CALLAWAY BRANDS CORP
72,712$1.0T0.01%
136
SHWSHERWIN WILLIAMS CO
3,900$994.7B0.01%
137
COSTCOSTCO WHSL CORP NEW
1,730$977.4B0.01%
138
MKLMARKEL GROUP INC
607$893.8B0.01%
139
SPYSPDR S&P 500 ETF TR
2,084$890.9B0.01%
140
AMZNAMAZON COM INC
6,400$813.6B0.00%
141
GDGENERAL DYNAMICS CORP
3,317$733.0B0.00%
142
UDRUDR INC
18,522$660.7B0.00%
143
NFLXNETFLIX INC
1,610$607.9B0.00%
144
LPLALPL FINL HLDGS INC
2,270$539.5B0.00%
145
RHIROBERT HALF INC.
6,100$447.0B0.00%
146
NTRNUTRIEN LTD
6,920$427.4B0.00%
147
CHRWC H ROBINSON WORLDWIDE INC
4,580$394.5B0.00%
148
TOWNTOWNEBANK PORTSMOUTH VA
16,369$375.3B0.00%
149
SONYSONY GROUP CORP
4,400$362.6B0.00%
150
BRKRBRUKER CORP
5,472$340.9B0.00%
151
SCISERVICE CORP INTL
5,866$335.2B0.00%
152
IGTINTERNATIONAL GAME TECHNOLOG
10,600$321.4B0.00%
153
AFGAMERICAN FINL GROUP INC OHIO
2,700$301.5B0.00%
154
NEENEXTERA ENERGY INC
5,200$297.9B0.00%
155
BUDANHEUSER BUSCH INBEV SA/NV
5,300$293.1B0.00%
156
BACBANK AMERICA CORP
10,353$283.5B0.00%
157
AMGNAMGEN INC
1,000$268.8B0.00%
158
PKGPACKAGING CORP AMER
1,620$248.8B0.00%
159
ADPAUTOMATIC DATA PROCESSING IN
985$237.0B0.00%
160
LYVLIVE NATION ENTERTAINMENT IN
2,780$230.9B0.00%
161
VACMARRIOTT VACATIONS WORLDWIDE
2,284$229.8B0.00%
162
VBVANGUARD INDEX FDS
1,159$219.2B0.00%
163
CSANCOSAN S A
11,387$154.7B0.00%
164
BDNBRANDYWINE RLTY TR
12,860$58.4B0.00%
165
IJRISHARES TR
127$12.0B0.00%
166
VXFVANGUARD INDEX FDS
29$4.1B0.00%
167
IWVISHARES TR
3$735.0M0.00%
168
IWRISHARES TR
4$281.0M0.00%
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