LONDON CO OF VIRGINIA Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$17.8B
Holdings
165
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (165 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $709.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $545.5M |
BLKCHFBLACKROCK INC | $487.1M |
NSCNORFOLK SOUTHN CORP | $440.6M |
TXNTEXAS INSTRS INC | $435.6M |
MSFTMICROSOFT CORP | $414.1M |
LOWLOWES COS INC | $399.6M |
FISFIDELITY NATL INFORMATION SV | $397.7M |
SCHWSCHWAB CHARLES CORP | $384.9M |
JNJJOHNSON & JOHNSON | $376.7M |
PGRPROGRESSIVE CORP | $367.7M |
SBUXSTARBUCKS CORP | $363.0M |
NEUNEWMARKET CORP | $361.1M |
ENQENTEGRIS INC | $346.5M |
APDAIR PRODS & CHEMS INC | $331.4M |
4I1PHILIP MORRIS INTL INC | $322.1M |
ODFLOLD DOMINION FREIGHT LINE IN | $311.8M |
AERAERCAP HOLDINGS NV | $309.6M |
CVXCHEVRON CORP NEW | $308.8M |
MRKMERCK & CO INC | $297.2M |
LWLAMB WESTON HLDGS INC | $283.3M |
CSCOCISCO SYS INC | $277.4M |
CINFCINCINNATI FINL CORP | $275.1M |
FASTFASTENAL CO | $266.8M |
AWIARMSTRONG WORLD INDS INC NEW | $260.0M |
UPSUNITED PARCEL SERVICE INC | $252.6M |
NOCNORTHROP GRUMMAN CORP | $249.9M |
PAYXPAYCHEX INC | $248.3M |
VMCVULCAN MATLS CO | $247.6M |
CHRCHURCHILL DOWNS INC | $231.1M |
DEODIAGEO PLC | $211.6M |
8CWCROWN CASTLE INC | $206.3M |
POOLPOOL CORP | $206.2M |
MOALTRIA GROUP INC | $205.5M |
CPRTCOPART INC | $199.4M |
POSTPOST HLDGS INC | $196.9M |
MCMOELIS & CO | $194.7M |
AWMSKYWORKS SOLUTIONS INC | $194.6M |
WATWATERS CORP | $193.1M |
OTISOTIS WORLDWIDE CORP | $192.9M |
STESTERIS PLC | $192.5M |
DLTRDOLLAR TREE INC | $192.0M |
KMXCARMAX INC | $185.8M |
CMCSACOMCAST CORP NEW | $176.6M |
UNFUNIFIRST CORP MASS | $171.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $171.0M |
LIILENNOX INTL INC | $166.2M |
MLMMARTIN MARIETTA MATLS INC | $162.5M |
DDOMINION ENERGY INC | $158.7M |
CBRECBRE GROUP INC | $158.0M |
MTBM & T BK CORP | $156.1M |
GOOGALPHABET INC | $153.1M |
APHAMPHENOL CORP NEW | $151.5M |
BACVERIZON COMMUNICATIONS INC | $144.1M |
ALSNALLISON TRANSMISSION HLDGS I | $142.8M |
ATRAPTARGROUP INC | $131.5M |
BRBRBELLRING BRANDS INC | $125.9M |
HASHASBRO INC | $112.9M |
BALLBALL CORP | $104.1M |
WTMWHITE MTNS INS GROUP LTD | $95.0M |
VVISA INC | $90.2M |
PRGOPERRIGO CO PLC | $89.8M |
HDHOME DEPOT INC | $85.6M |
DECKDECKERS OUTDOOR CORP | $81.0M |
BF/BBROWN FORMAN CORP | $80.5M |
ORLYOREILLY AUTOMOTIVE INC | $74.8M |
MUSAMURPHY USA INC | $66.3M |
MZTILANCASTER COLONY CORP | $64.6M |
FDXFEDEX CORP | $64.4M |
RSGREPUBLIC SVCS INC | $61.9M |
FISVFISERV INC | $59.5M |
TREXTREX CO INC | $58.6M |
CHDCHURCH & DWIGHT CO INC | $52.8M |
IWDISHARES TR | $51.5M |
THGHANOVER INS GROUP INC | $50.9M |
CWSTCASELLA WASTE SYS INC | $49.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $47.5M |
FRFIRST INDL RLTY TR INC | $46.8M |
TPDTEMPUR SEALY INTL INC | $46.8M |
DAVAENDAVA PLC | $45.5M |
AXTAAXALTA COATING SYS LTD | $43.0M |
LSTRLANDSTAR SYS INC | $42.0M |
JKHYHENRY JACK & ASSOC INC | $39.7M |
QLYSQUALYS INC | $37.1M |
IVVISHARES TR | $37.0M |
ALBALBEMARLE CORP | $36.3M |
CABOCABLE ONE INC | $35.4M |
MATXMATSON INC | $33.4M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $31.7M |
DOOREURMASONITE INTL CORP | $28.3M |
PFEPFIZER INC | $28.0M |
VNTVONTIER CORPORATION | $27.9M |
MTNVAIL RESORTS INC | $27.7M |
GOLFACUSHNET HLDGS CORP | $25.2M |
REYNREYNOLDS CONSUMER PRODS INC | $25.1M |
AUBATLANTIC UN BANKSHARES CORP | $25.0M |
CNNECANNAE HLDGS INC | $23.9M |
CTSCTS CORP | $23.0M |
EPRTESSENTIAL PPTYS RLTY TR INC | $20.5M |
IWBISHARES TR | $19.8M |
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