LONDON CO OF VIRGINIA Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$18.3B

Holdings

169

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AAPLAPPLE INC
$670.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$570.9M
BLKBLACKROCK INC
$502.8M
FISFIDELITY NATL INFORMATION SV
$493.3M
APDAIR PRODS & CHEMS INC
$464.8M
PGRPROGRESSIVE CORP
$448.9M
AWIARMSTRONG WORLD INDS INC NEW
$395.6M
TXNTEXAS INSTRS INC
$390.0M
NSCNORFOLK SOUTHN CORP
$383.5M
LOWLOWES COS INC
$360.8M
CINFCINCINNATI FINL CORP
$340.7M
SCHWSCHWAB CHARLES CORP
$337.6M
AERAERCAP HOLDINGS NV
$337.2M
4I1PHILIP MORRIS INTL INC
$335.4M
MSFTMICROSOFT CORP
$316.9M
NEUNEWMARKET CORP
$309.9M
ENQENTEGRIS INC
$299.7M
CHRCHURCHILL DOWNS INC
$298.2M
ALSNALLISON TRANSMISSION HLDGS I
$276.2M
8CWCROWN CASTLE INC
$273.3M
SBUXSTARBUCKS CORP
$272.0M
MCMOELIS & CO
$271.1M
POSTPOST HLDGS INC
$267.8M
JNJJOHNSON & JOHNSON
$266.5M
BRKRBRUKER CORP
$245.8M
TPDTEMPUR SEALY INTL INC
$244.6M
TELTE CONNECTIVITY PLC
$243.8M
CVXCHEVRON CORP NEW
$243.4M
LIILENNOX INTL INC
$234.8M
CBRECBRE GROUP INC
$232.2M
PAYXPAYCHEX INC
$231.1M
WATWATERS CORP
$228.7M
CSCOCISCO SYS INC
$224.6M
MTBM & T BK CORP
$223.1M
MOALTRIA GROUP INC
$221.8M
APHAMPHENOL CORP NEW
$220.8M
MRKMERCK & CO INC
$215.6M
CPRTCOPART INC
$210.8M
OTISOTIS WORLDWIDE CORP
$207.8M
VMCVULCAN MATLS CO
$202.1M
FASTFASTENAL CO
$201.6M
DDOMINION ENERGY INC
$198.7M
NOCNORTHROP GRUMMAN CORP
$198.6M
ODFLOLD DOMINION FREIGHT LINE IN
$190.3M
GOOGALPHABET INC
$185.3M
STESTERIS PLC
$185.1M
POOLPOOL CORP
$182.9M
LWLAMB WESTON HLDGS INC
$179.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$179.2M
ATRAPTARGROUP INC
$174.0M
BALLBALL CORP
$168.4M
UNFUNIFIRST CORP MASS
$167.7M
AWMSKYWORKS SOLUTIONS INC
$159.0M
UPSUNITED PARCEL SERVICE INC
$155.1M
DLTRDOLLAR TREE INC
$147.4M
DEODIAGEO PLC
$142.8M
WTMWHITE MTNS INS GROUP LTD
$134.7M
CMCSACOMCAST CORP NEW
$115.2M
MUSAMURPHY USA INC
$103.3M
BRBRBELLRING BRANDS INC
$99.7M
VVISA INC
$98.6M
MLMMARTIN MARIETTA MATLS INC
$97.6M
HDHOME DEPOT INC
$85.8M
FISVFISERV INC
$81.7M
MZTILANCASTER COLONY CORP
$78.0M
THGHANOVER INS GROUP INC
$72.6M
DECKDECKERS OUTDOOR CORP
$70.3M
CWSTCASELLA WASTE SYS INC
$69.0M
RSGREPUBLIC SVCS INC
$68.4M
CBCHUBB LIMITED
$66.3M
QLYSQUALYS INC
$65.1M
ORLYOREILLY AUTOMOTIVE INC
$63.9M
FDXFEDEX CORP
$63.8M
BRBROADRIDGE FINL SOLUTIONS IN
$56.4M
BF/BBROWN FORMAN CORP
$55.4M
IWDISHARES TR
$53.7M
CHDCHURCH & DWIGHT CO INC
$50.7M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$50.6M
FRFIRST INDL RLTY TR INC
$48.8M
CACCCREDIT ACCEP CORP MICH
$48.1M
TSAACI WORLDWIDE INC
$47.4M
AXTAAXALTA COATING SYS LTD
$46.8M
JKHYHENRY JACK & ASSOC INC
$46.2M
LSTRLANDSTAR SYS INC
$42.6M
IVVISHARES TR
$41.4M
CCCCCC INTELLIGENT SOLUTIONS HL
$39.3M
RVLVREVOLVE GROUP INC
$38.6M
MATXMATSON INC
$36.9M
AUBATLANTIC UN BANKSHARES CORP
$35.0M
EPRTESSENTIAL PPTYS RLTY TR INC
$34.6M
VNTVONTIER CORPORATION
$34.0M
TTCTORO CO
$33.2M
CNNECANNAE HLDGS INC
$33.1M
GOLFACUSHNET HLDGS CORP
$32.7M
CTSCTS CORP
$32.1M
GTESGATES INDL CORP PLC
$31.6M
PAHUSDELEMENT SOLUTIONS INC
$29.8M
TREXTREX CO INC
$29.3M
CABOCABLE ONE INC
$28.2M
REYNREYNOLDS CONSUMER PRODS INC
$27.6M
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