LONDON CO OF VIRGINIA Q4 2017 Filing

Filed February 13, 2018

Portfolio Value

$13.8B

Holdings

134

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (134 positions)

StockValue
MOALTRIA GROUP INC
$613.3M
NSCNORFOLK SOUTHERN CORP
$509.5M
WFCWELLS FARGO CO NEW
$508.6M
CCLCARNIVAL CORP
$489.7M
GDGENERAL DYNAMICS CORP
$467.8M
BLKCHFBLACKROCK INC
$463.1M
NEUNEWMARKET CORP
$406.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$405.5M
LLYLILLY ELI & CO
$325.5M
CSCOCISCO SYS INC
$323.7M
MSFTMICROSOFT CORP
$296.8M
DLTRDOLLAR TREE INC
$264.4M
DEODIAGEO P L C
$264.0M
DYHTARGET CORP
$261.6M
CVXCHEVRON CORP NEW
$260.8M
INTCINTEL CORP
$257.7M
LOWLOWES COS INC
$251.3M
BACVERIZON COMMUNICATIONS INC
$250.5M
CINFCINCINNATI FINL CORP
$244.3M
PAYXPAYCHEX INC
$236.6M
8CWCROWN CASTLE INTL CORP NEW
$228.3M
PFEPFIZER INC
$228.3M
GISGENERAL MLS INC
$220.5M
CLSCA INC
$216.8M
MRKMERCK & CO INC
$211.1M
KOCOCA COLA CO
$194.4M
KMXCARMAX INC
$193.4M
PGRPROGRESSIVE CORP OHIO
$185.9M
AAPLAPPLE INC
$158.1M
U S G CORP
$152.8M
4I1PHILIP MORRIS INTL INC
$144.6M
DUKDUKE ENERGY CORP NEW
$138.9M
AWIARMSTRONG WORLD INDS INC NEW
$137.8M
ORBITAL ATK INC
$136.6M
GEGENERAL ELECTRIC CO
$135.9M
PAGPENSKE AUTOMOTIVE GRP INC
$128.9M
ENRENERGIZER HLDGS INC NEW
$127.9M
ODFLOLD DOMINION FGHT LINES INC
$125.3M
HASHASBRO INC
$123.8M
KMIKINDER MORGAN INC DEL
$118.6M
YUSDALLEGHANY CORP DEL
$118.0M
VVISA INC
$117.8M
CPRTCOPART INC
$117.7M
DEDEERE & CO
$113.0M
GOOGALPHABET INC
$103.3M
DDOMINION ENERGY INC
$102.9M
WTMWHITE MTNS INS GROUP LTD
$100.2M
DST SYS INC DEL
$95.6M
FRFIRST INDUSTRIAL REALTY TRUS
$93.9M
MLMMARTIN MARIETTA MATLS INC
$88.7M
DECKDECKERS OUTDOOR CORP
$87.8M
NKENIKE INC
$82.9M
EVEUREATON VANCE CORP
$82.1M
RGRSTURM RUGER & CO INC
$75.7M
MTBM & T BK CORP
$74.6M
LSTRLANDSTAR SYS INC
$73.5M
ALXNALEXION PHARMACEUTICALS INC
$70.1M
LWLAMB WESTON HLDGS INC
$67.0M
FDXFEDEX CORP
$65.3M
LUVSOUTHWEST AIRLS CO
$63.7M
CITCINTAS CORP
$63.2M
ORLYO REILLY AUTOMOTIVE INC NEW
$62.3M
BMYBRISTOL MYERS SQUIBB CO
$61.4M
GATXGATX CORP
$60.4M
POSTPOST HLDGS INC
$60.1M
SPBSPECTRUM BRANDS HLDGS INC
$54.5M
KAMNUSDKAMAN CORP
$53.8M
MSMMSC INDL DIRECT INC
$52.2M
EPCEDGEWELL PERS CARE CO
$51.9M
NGVTINGEVITY CORP
$48.6M
TPDTEMPUR SEALY INTL INC
$48.5M
MBIMBIA INC
$46.2M
PSMTPRICESMART INC
$45.6M
PHMPULTE GROUP INC
$45.1M
BACBANK AMER CORP
$44.4M
STSENSATA TECHNOLOGIES HLDG NV
$41.3M
APHAMPHENOL CORP NEW
$40.6M
TIFEURTIFFANY & CO NEW
$39.9M
ALEXALEXANDER & BALDWIN INC NEW
$39.7M
VSMEURVERSUM MATLS INC
$39.4M
TROWPRICE T ROWE GROUP INC
$36.2M
CTXSEURCITRIX SYS INC
$35.8M
BALLBALL CORP
$34.2M
BF/BBROWN FORMAN CORP
$33.5M
MSGNMSG NETWORK INC
$33.4M
VMCVULCAN MATLS CO
$33.3M
SCISERVICE CORP INTL
$33.2M
SPYSPDR S&P 500 ETF TR
$32.6M
COOPER TIRE & RUBR CO
$30.8M
OLNOLIN CORP
$29.4M
SYMCEURSYMANTEC CORP
$27.8M
VOYAVOYA FINL INC
$26.7M
MATXMATSON INC
$26.4M
WHRWHIRLPOOL CORP
$24.2M
DRQEURDRIL-QUIP INC
$23.1M
IVVISHARES TR
$23.0M
BRKRBRUKER CORP
$22.9M
GLWCORNING INC
$15.4M
IWMISHARES TR
$14.7M
TGTREDEGAR CORP
$14.4M
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