LONDON CO OF VIRGINIA Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$17.0B
Holdings
166
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (166 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $593.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $536.8M |
JNJJOHNSON & JOHNSON | $490.6M |
TXNTEXAS INSTRS INC | $488.1M |
BLKCHFBLACKROCK INC | $487.2M |
PGRPROGRESSIVE CORP | $474.9M |
APDAIR PRODS & CHEMS INC | $436.9M |
SBUXSTARBUCKS CORP | $425.5M |
LOWLOWES COS INC | $411.3M |
PFEPFIZER INC | $392.0M |
NSCNORFOLK SOUTHN CORP | $358.5M |
CVXCHEVRON CORP NEW | $357.6M |
MRKMERCK & CO INC | $355.9M |
UPSUNITED PARCEL SERVICE INC | $330.0M |
LWLAMB WESTON HLDGS INC | $318.9M |
DEODIAGEO PLC | $309.5M |
CSCOCISCO SYS INC | $307.2M |
MSFTMICROSOFT CORP | $302.2M |
FISFIDELITY NATL INFORMATION SV | $300.8M |
8CWCROWN CASTLE INC | $288.3M |
PAYXPAYCHEX INC | $282.2M |
CINFCINCINNATI FINL CORP | $278.7M |
MOALTRIA GROUP INC | $276.2M |
BACVERIZON COMMUNICATIONS INC | $257.3M |
DYHTARGET CORP | $253.6M |
S76STORE CAP CORP | $251.2M |
DDOMINION ENERGY INC | $247.2M |
AERAERCAP HOLDINGS NV | $242.2M |
FASTFASTENAL CO | $227.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $225.8M |
4I1PHILIP MORRIS INTL INC | $218.3M |
CPRTCOPART INC | $214.5M |
POSTPOST HLDGS INC | $211.6M |
NEUNEWMARKET CORP | $210.4M |
VMCVULCAN MATLS CO | $199.0M |
CHRCHURCHILL DOWNS INC | $198.4M |
DLTRDOLLAR TREE INC | $198.2M |
ENQENTEGRIS INC | $198.2M |
UNFUNIFIRST CORP MASS | $189.6M |
AWIARMSTRONG WORLD INDS INC NEW | $186.3M |
OTISOTIS WORLDWIDE CORP | $175.9M |
STESTERIS PLC | $168.5M |
LIILENNOX INTL INC | $166.2M |
AWMSKYWORKS SOLUTIONS INC | $164.1M |
CMCSACOMCAST CORP NEW | $158.7M |
KMXCARMAX INC | $155.1M |
BKIEURBLACK KNIGHT INC | $155.1M |
HASHASBRO INC | $142.2M |
MTBM & T BK CORP | $141.8M |
MCMOELIS & CO | $138.2M |
POOLPOOL CORP | $127.7M |
ATRAPTARGROUP INC | $121.7M |
APHAMPHENOL CORP NEW | $121.2M |
ORLYOREILLY AUTOMOTIVE INC | $113.2M |
MLMMARTIN MARIETTA MATLS INC | $111.6M |
ALSNALLISON TRANSMISSION HLDGS I | $106.4M |
GOOGALPHABET INC | $100.6M |
PRGOPERRIGO CO PLC | $99.8M |
BALLBALL CORP | $96.6M |
BF/BBROWN FORMAN CORP | $96.5M |
WTMWHITE MTNS INS GROUP LTD | $93.0M |
HDHOME DEPOT INC | $84.2M |
SCHWSCHWAB CHARLES CORP | $82.8M |
MZTILANCASTER COLONY CORP | $80.5M |
VVISA INC | $77.3M |
DECKDECKERS OUTDOOR CORP | $61.5M |
BRBRBELLRING BRANDS INC | $60.6M |
THGHANOVER INS GROUP INC | $59.7M |
IWDISHARES TR | $56.5M |
IAA-WUSDIAA INC | $53.8M |
CHDCHURCH & DWIGHT CO INC | $50.3M |
FISVFISERV INC | $47.9M |
FDXFEDEX CORP | $46.6M |
FRFIRST INDL RLTY TR INC | $45.1M |
JKHYHENRY JACK & ASSOC INC | $40.4M |
TPDTEMPUR SEALY INTL INC | $38.5M |
BRBROADRIDGE FINL SOLUTIONS IN | $37.2M |
IVVISHARES TR | $36.6M |
LSTRLANDSTAR SYS INC | $35.0M |
AXTAAXALTA COATING SYS LTD | $34.5M |
REYNREYNOLDS CONSUMER PRODS INC | $31.1M |
TREXTREX CO INC | $29.8M |
CNNECANNAE HLDGS INC | $26.4M |
DOOREURMASONITE INTL CORP | $26.0M |
NGVTINGEVITY CORP | $24.3M |
AQUAUSDEVOQUA WATER TECHNOLOGIES CO | $24.2M |
STSENSATA TECHNOLOGIES HLDG PL | $23.2M |
QLYSQUALYS INC | $20.9M |
CTSCTS CORP | $20.5M |
MBIMBIA INC | $20.4M |
MUSAMURPHY USA INC | $20.2M |
PAGPENSKE AUTOMOTIVE GRP INC | $19.6M |
MATXMATSON INC | $18.9M |
IJHISHARES TR | $18.9M |
NKENIKE INC | $17.7M |
EPRTESSENTIAL PPTYS RLTY TR INC | $17.5M |
CABOCABLE ONE INC | $16.1M |
AUBATLANTIC UN BANKSHARES CORP | $15.7M |
VNTVONTIER CORPORATION | $15.5M |
GOLFACUSHNET HLDGS CORP | $15.3M |
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