LONDON CO OF VIRGINIA Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$10.5B
Holdings
143
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $390.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $349.9M |
NEUNEWMARKET CORP | $334.6M |
CCLCARNIVAL CORP | $331.2M |
NSCNORFOLK SOUTHERN CORP | $315.1M |
WFCWELLS FARGO CO NEW | $302.5M |
CSCOCISCO SYS INC | $298.0M |
BLKCHFBLACKROCK INC | $285.8M |
MRKMERCK & CO INC | $234.6M |
PFEPFIZER INC | $218.4M |
BACVERIZON COMMUNICATIONS INC | $218.2M |
INTCINTEL CORP | $209.1M |
JNJJOHNSON & JOHNSON | $205.6M |
CINFCINCINNATI FINL CORP | $202.1M |
DEODIAGEO P L C | $201.6M |
PAYXPAYCHEX INC | $189.5M |
GDGENERAL DYNAMICS CORP | $184.7M |
DLTRDOLLAR TREE INC | $184.3M |
CVXCHEVRON CORP NEW | $183.0M |
LOWLOWES COS INC | $180.7M |
MOALTRIA GROUP INC | $180.3M |
8CWCROWN CASTLE INTL CORP NEW | $178.0M |
PCARPACCAR INC | $177.3M |
MSFTMICROSOFT CORP | $168.5M |
FASTFASTENAL CO | $168.2M |
KOCOCA COLA CO | $165.5M |
KMXCARMAX INC | $160.2M |
UPSUNITED PARCEL SERVICE INC | $154.8M |
PGRPROGRESSIVE CORP OHIO | $151.6M |
IVVISHARES TR | $125.4M |
GOOGALPHABET INC | $124.1M |
VVISA INC | $119.4M |
TXNTEXAS INSTRS INC | $115.3M |
YUSDALLEGHANY CORP DEL | $115.2M |
DUKDUKE ENERGY CORP NEW | $112.8M |
DYHTARGET CORP | $108.1M |
BENFRANKLIN RES INC | $108.0M |
—U S G CORP | $105.7M |
MLMMARTIN MARIETTA MATLS INC | $104.0M |
AWIARMSTRONG WORLD INDS INC NEW | $99.6M |
ODFLOLD DOMINION FGHT LINES INC | $95.0M |
HASHASBRO INC | $90.7M |
ORLYO REILLY AUTOMOTIVE INC NEW | $78.9M |
POSTPOST HLDGS INC | $77.0M |
CPRTCOPART INC | $76.1M |
KMIKINDER MORGAN INC DEL | $75.3M |
ENRENERGIZER HLDGS INC NEW | $74.6M |
HDHOME DEPOT INC | $74.0M |
DDOMINION ENERGY INC | $71.2M |
PAGPENSKE AUTOMOTIVE GRP INC | $71.0M |
WTMWHITE MTNS INS GROUP LTD | $69.6M |
S76STORE CAP CORP | $68.0M |
LUVSOUTHWEST AIRLS CO | $65.2M |
LWLAMB WESTON HLDGS INC | $58.5M |
4I1PHILIP MORRIS INTL INC | $56.7M |
ALBALBEMARLE CORP | $55.7M |
FRFIRST INDUSTRIAL REALTY TRUS | $54.5M |
DECKDECKERS OUTDOOR CORP | $53.0M |
ENQENTEGRIS INC | $48.8M |
FDXFEDEX CORP | $47.0M |
STSENSATA TECHNOLOGIES HLDNG P | $46.5M |
AXTAAXALTA COATING SYS LTD | $46.0M |
BMYBRISTOL MYERS SQUIBB CO | $45.5M |
GATXGATX CORP | $44.8M |
BALLBALL CORP | $44.5M |
LSTRLANDSTAR SYS INC | $44.2M |
RGRSTURM RUGER & CO INC | $43.9M |
VSMEURVERSUM MATLS INC | $43.6M |
CTXSEURCITRIX SYS INC | $42.6M |
APHAMPHENOL CORP NEW | $40.0M |
NGVTINGEVITY CORP | $38.0M |
DEDEERE & CO | $37.5M |
VMCVULCAN MATLS CO | $37.2M |
MBIMBIA INC | $36.7M |
MTBM & T BK CORP | $35.6M |
TROWPRICE T ROWE GROUP INC | $34.0M |
BACBANK AMER CORP | $33.8M |
CITCINTAS CORP | $33.7M |
KAMNUSDKAMAN CORP | $32.7M |
TIFEURTIFFANY & CO NEW | $31.1M |
IWMISHARES TR | $31.0M |
BF/BBROWN FORMAN CORP | $30.9M |
AWMSKYWORKS SOLUTIONS INC | $30.1M |
IJHISHARES TR | $28.6M |
MSGNMSG NETWORK INC | $28.4M |
MSMMSC INDL DIRECT INC | $26.0M |
—GCP APPLIED TECHNOLOGIES INC | $24.2M |
CHRCHURCHILL DOWNS INC | $22.2M |
ALEXALEXANDER & BALDWIN INC NEW | $21.9M |
EVEUREATON VANCE CORP | $20.9M |
—UNION BANKSHARES CORP NEW | $20.6M |
UNFUNIFIRST CORP MASS | $19.6M |
PSMTPRICESMART INC | $18.7M |
MATXMATSON INC | $17.8M |
WHRWHIRLPOOL CORP | $16.2M |
GLWCORNING INC | $15.3M |
MHKMOHAWK INDS INC | $15.0M |
EPCEDGEWELL PERS CARE CO | $14.3M |
DOOREURMASONITE INTL CORP NEW | $14.1M |
NKENIKE INC | $13.4M |
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