LONDON CO OF VIRGINIA Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$18.3T

Holdings

169

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
MTNVAIL RESORTS INC
142,261$26.7B0.15%
102
IJHISHARES TR
412,932$25.7B0.14%
103
GLWCORNING INC
538,017$25.6B0.14%
104
GHCGRAHAM HLDGS CO
27,234$23.7B0.13%
105
PLUSEPLUS INC
301,764$22.3B0.12%
106
HAEHAEMONETICS CORP MASS
281,738$22.0B0.12%
107
NVDANVIDIA CORPORATION
159,200$21.4B0.12%
108
ENOVENOVIS CORPORATION
468,799$20.6B0.11%
109
PSMTPRICESMART INC
208,003$19.2B0.10%
110
LLYELI LILLY & CO
23,799$18.4B0.10%
111
NCLHNORWEGIAN CRUISE LINE HLDG L
706,163$18.2B0.10%
112
DVDOUBLEVERIFY HLDGS INC
942,698$18.1B0.10%
113
ALEXALEXANDER & BALDWIN INC NEW
888,246$15.8B0.09%
114
NGVTINGEVITY CORP
378,731$15.4B0.08%
115
CERTCERTARA INC
1,422,539$15.2B0.08%
116
MRTNMARTEN TRANS LTD
862,357$13.5B0.07%
117
KMXCARMAX INC
161,726$13.2B0.07%
118
KOCOCA COLA CO
178,848$11.1B0.06%
119
FWONALIBERTY MEDIA CORP DEL
163,533$11.1B0.06%
120
IWBISHARES TR
30,922$10.0B0.05%
121
IWMISHARES TR
44,132$9.8B0.05%
122
NKENIKE INC
111,744$8.5B0.05%
123
GLDDGREAT LAKES DREDGE & DOCK CO
642,744$7.3B0.04%
124
BRK-BBERKSHIRE HATHAWAY INC DEL
10$6.8B0.04%
125
DEDEERE & CO
14,908$6.3B0.03%
126
DYHTARGET CORP
31,657$4.3B0.02%
127
CSXCSX CORP
105,934$3.4B0.02%
128
PAGPENSKE AUTOMOTIVE GRP INC
22,180$3.4B0.02%
129
PFEPFIZER INC
109,608$2.9B0.02%
130
BMYBRISTOL-MYERS SQUIBB CO
47,661$2.7B0.01%
131
SPYSPDR S&P 500 ETF TR
4,477$2.6B0.01%
132
TGTREDEGAR CORP
304,935$2.3B0.01%
133
GATXGATX CORP
12,438$1.9B0.01%
134
DUKDUKE ENERGY CORP NEW
16,961$1.8B0.01%
135
WFCWELLS FARGO CO NEW
24,901$1.7B0.01%
136
COSTCOSTCO WHSL CORP NEW
1,730$1.6B0.01%
137
MDLZMONDELEZ INTL INC
26,260$1.6B0.01%
138
XOMEXXON MOBIL CORP
13,988$1.5B0.01%
139
NFLXNETFLIX INC
1,610$1.4B0.01%
140
AMZNAMAZON COM INC
6,400$1.4B0.01%
141
SHWSHERWIN WILLIAMS CO
3,900$1.3B0.01%
142
PCARPACCAR INC
11,992$1.2B0.01%
143
HSYHERSHEY CO
6,808$1.2B0.01%
144
MKLMARKEL GROUP INC
607$1.0B0.01%
145
ACNACCENTURE PLC IRELAND
2,601$915.0M0.00%
146
IWRISHARES TR
10,031$886.8M0.00%
147
LPLALPL FINL HLDGS INC
2,270$741.2M0.00%
148
UDRUDR INC
16,873$732.5M0.00%
149
BACVERIZON COMMUNICATIONS INC
17,965$718.4M0.00%
150
GDGENERAL DYNAMICS CORP
2,161$569.4M0.00%
151
TOWNTOWNEBANK PORTSMOUTH VA
16,369$557.5M0.00%
152
VBVANGUARD INDEX FDS
2,281$548.1M0.00%
153
VXFVANGUARD INDEX FDS
2,832$538.0M0.00%
154
CHRWC H ROBINSON WORLDWIDE INC
4,767$492.5M0.00%
155
SONYSONY GROUP CORP
22,000$465.5M0.00%
156
SCISERVICE CORP INTL
5,661$451.9M0.00%
157
RHIROBERT HALF INC.
6,100$429.8M0.00%
158
BACBANK AMERICA CORP
8,898$391.1M0.00%
159
AFGAMERICAN FINL GROUP INC OHIO
2,700$369.7M0.00%
160
PKGPACKAGING CORP AMER
1,620$364.7M0.00%
161
LYVLIVE NATION ENTERTAINMENT IN
2,780$360.0M0.00%
162
RHCRH PLC
3,385$313.2M0.00%
163
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,121$221.4M0.00%
164
VACMARRIOTT VACATIONS WORLDWIDE
2,284$205.1M0.00%
165
VOVANGUARD INDEX FDS
725$191.5M0.00%
166
IGTINTERNATIONAL GAME TECHNOLOG
10,600$187.2M0.00%
167
IWVISHARES TR
283$94.7M0.00%
168
BDNBRANDYWINE RLTY TR
12,860$72.0M0.00%
169
IJRISHARES TR
295$34.0M0.00%
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