LONDON CO OF VIRGINIA Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$16.0B
Holdings
147
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (147 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $634.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $547.9M |
TXNTEXAS INSTRS INC | $465.8M |
BLKCHFBLACKROCK INC | $454.7M |
NSCNORFOLK SOUTHN CORP | $421.3M |
JNJJOHNSON & JOHNSON | $415.8M |
LOWLOWES COS INC | $391.3M |
MSFTMICROSOFT CORP | $365.6M |
ENQENTEGRIS INC | $357.3M |
CINFCINCINNATI FINL CORP | $318.3M |
APDAIR PRODS & CHEMS INC | $308.9M |
UPSUNITED PARCEL SERVICE INC | $302.7M |
BACVERIZON COMMUNICATIONS INC | $297.4M |
S76STORE CAP CORP | $295.9M |
DYHTARGET CORP | $289.0M |
KMXCARMAX INC | $284.0M |
CSCOCISCO SYS INC | $281.6M |
CPRTCOPART INC | $276.3M |
NEUNEWMARKET CORP | $274.3M |
PFEPFIZER INC | $265.4M |
CTXSEURCITRIX SYS INC | $264.5M |
8CWCROWN CASTLE INTL CORP NEW | $262.9M |
POSTPOST HLDGS INC | $253.6M |
DEODIAGEO PLC | $252.8M |
MRKMERCK & CO. INC | $245.2M |
DLTRDOLLAR TREE INC | $238.3M |
MOALTRIA GROUP INC | $235.2M |
CMCSACOMCAST CORP NEW | $231.0M |
AWMSKYWORKS SOLUTIONS INC | $229.3M |
INTCINTEL CORP | $222.0M |
FASTFASTENAL CO | $221.4M |
DDOMINION ENERGY INC | $220.6M |
PAYXPAYCHEX INC | $215.9M |
LWLAMB WESTON HLDGS INC | $206.9M |
AWIARMSTRONG WORLD INDS INC | $203.9M |
ODFLOLD DOMINION FREIGHT LINE IN | $203.4M |
VMCVULCAN MATLS CO | $183.2M |
BKIEURBLACK KNIGHT INC | $182.0M |
CVXCHEVRON CORP NEW | $175.5M |
MCMOELIS & CO | $170.0M |
4I1PHILIP MORRIS INTL INC | $167.1M |
APHAMPHENOL CORP NEW | $166.9M |
YUSDALLEGHANY CORP DEL | $160.2M |
KOCOCA COLA CO | $147.9M |
STESTERIS PLC | $146.2M |
PRGOPERRIGO CO PLC | $140.6M |
MLMMARTIN MARIETTA MATLS INC | $140.1M |
UNFUNIFIRST CORP MASS | $138.1M |
MTBM & T BK CORP | $134.6M |
STSENSATA TECHNOLOGIES HLDG PL | $132.6M |
AXTAAXALTA COATING SYS LTD | $131.0M |
GOOGALPHABET INC | $130.3M |
FOXAFOX CORP | $128.6M |
BF/BBROWN FORMAN CORP | $125.4M |
HASHASBRO INC | $122.4M |
ALSNALLISON TRANSMISSION HLDGS I | $119.8M |
CITCINTAS CORP | $116.5M |
HAEHAEMONETICS CORP | $111.7M |
CHRCHURCHILL DOWNS INC | $95.9M |
BALLBALL CORP | $92.6M |
BENFRANKLIN RESOURCES INC | $92.5M |
VVISA INC | $91.8M |
CDKCDK GLOBAL INC | $81.3M |
FDXFEDEX CORP | $80.1M |
HDHOME DEPOT INC | $78.5M |
WTMWHITE MTNS INS GROUP LTD | $72.9M |
SCHWSCHWAB CHARLES CORP | $72.8M |
ORLYOREILLY AUTOMOTIVE INC | $68.6M |
PGRPROGRESSIVE CORP | $68.3M |
FRFIRST INDL RLTY TR INC | $53.5M |
CNNECANNAE HLDGS INC | $50.6M |
—GCP APPLIED TECHNOLOGIES INC | $49.9M |
TPDTEMPUR SEALY INTL INC | $46.9M |
LSTRLANDSTAR SYS INC | $46.0M |
DECKDECKERS OUTDOOR CORP | $44.9M |
BMYBRISTOL-MYERS SQUIBB CO | $42.2M |
BRBROADRIDGE FINL SOLUTIONS IN | $41.5M |
NGVTINGEVITY CORP | $35.2M |
PAGPENSKE AUTOMOTIVE GRP INC | $33.0M |
VAREURVARIAN MED SYS INC | $31.8M |
REYNREYNOLDS CONSUMER PRODS INC | $30.0M |
DOOREURMASONITE INTL CORP | $28.8M |
EVEUREATON VANCE CORP | $26.3M |
TSAACI WORLDWIDE INC | $26.0M |
KAMNUSDKAMAN CORP | $24.5M |
MATXMATSON INC | $23.4M |
PSMTPRICESMART INC | $22.7M |
NKENIKE INC | $21.3M |
AUBATLANTIC UN BANKSHARES CORP | $19.6M |
IWDISHARES TR | $18.8M |
—MANTECH INTL CORP | $18.8M |
BRKRBRUKER CORP | $18.0M |
LIVNLIVANOVA PLC | $17.7M |
ALEXALEXANDER & BALDWIN INC NEW | $17.1M |
GATXGATX CORP | $15.8M |
GHCGRAHAM HLDGS CO | $15.7M |
GLWCORNING INC | $14.2M |
ENRENERGIZER HLDGS INC NEW | $13.7M |
MBIMBIA INC | $12.1M |
IVVISHARES TR | $11.4M |
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