London Company

London Co Of Virginia as of Sept. 30, 2013

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 88 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 4.9 $359M 1.2M 287.91
Albemarle Corporation (ALB) 4.4 $323M 5.1M 62.94
Eaton Vance 3.6 $268M 6.9M 38.83
Cabela's Incorporated 3.6 $266M 4.2M 63.03
Old Dominion Freight Line (ODFL) 3.5 $261M 5.7M 45.99
Atwood Oceanics 3.2 $237M 4.3M 55.04
PriceSmart (PSMT) 3.2 $233M 2.4M 95.23
Service Corporation International (SCI) 3.1 $228M 12M 18.62
Tenet Healthcare Corporation (THC) 2.8 $207M 5.0M 41.19
Corrections Corporation of America 2.8 $205M 5.9M 34.55
Nu Skin Enterprises (NUS) 2.5 $184M 1.9M 95.74
White Mountains Insurance Gp (WTM) 2.2 $162M 286k 567.62
Deckers Outdoor Corporation (DECK) 2.1 $158M 2.4M 65.92
Sturm, Ruger & Company (RGR) 2.1 $152M 2.4M 62.63
Tempur-Pedic International (TPX) 2.0 $146M 3.3M 43.96
Mbia (MBI) 1.8 $130M 13M 10.23
First Industrial Realty Trust (FR) 1.8 $129M 7.9M 16.27
Alexander & Baldwin (ALEX) 1.7 $127M 3.5M 36.02
Alliant Techsystems 1.6 $120M 1.2M 97.56
Energizer Holdings 1.6 $119M 1.3M 91.15
Advent Software 1.6 $114M 3.6M 31.75
Wells Fargo & Company (WFC) 1.4 $105M 2.5M 41.32
ValueClick 1.4 $100M 4.8M 20.86
Matson (MATX) 1.3 $99M 3.8M 26.23
CarMax (KMX) 1.3 $95M 1.9M 48.47
MeadWestva 1.2 $90M 2.3M 38.38
Montpelier Re Holdings/mrh 1.2 $90M 3.5M 26.05
BlackRock (BLK) 1.2 $87M 323k 270.62
Bristol Myers Squibb (BMY) 1.2 $87M 1.9M 46.28
Lorillard 1.1 $85M 1.9M 44.78
Columbia Sportswear Company (COLM) 1.1 $85M 1.4M 60.23
Tredegar Corporation (TG) 1.1 $83M 3.2M 26.00
Tejon Ranch Company (TRC) 1.1 $79M 2.6M 30.84
Hatteras Financial 1.0 $76M 4.1M 18.71
Martin Marietta Materials (MLM) 1.0 $75M 762k 98.17
General Dynamics Corporation (GD) 1.0 $75M 852k 87.52
Lowe's Companies (LOW) 1.0 $74M 1.6M 47.61
Berkshire Hathaway (BRK.B) 0.9 $68M 603k 113.51
ConocoPhillips (COP) 0.9 $67M 958k 69.51
Chevron Corporation (CVX) 0.9 $67M 547k 121.50
Carnival Corporation (CCL) 0.9 $65M 2.0M 32.64
Altria (MO) 0.9 $65M 1.9M 34.35
Pfizer (PFE) 0.9 $64M 2.2M 28.73
World Fuel Services Corporation (WKC) 0.9 $64M 1.7M 37.31
Kinder Morgan Management 0.9 $63M 856k 73.66
Kaman Corporation (KAMN) 0.9 $63M 1.7M 37.86
Hasbro (HAS) 0.8 $59M 1.3M 47.14
Cisco Systems (CSCO) 0.8 $58M 2.5M 23.43
Corning Incorporated (GLW) 0.8 $57M 3.9M 14.59
Verizon Communications (VZ) 0.8 $55M 1.2M 46.68
Micrel, Incorporated 0.7 $54M 5.9M 9.11
Ritchie Bros. Auctioneers Inco 0.7 $54M 2.7M 20.18
American Eagle Outfitters (AEO) 0.7 $53M 3.8M 13.99
Alleghany Corporation 0.7 $53M 130k 409.65
International Business Machines (IBM) 0.7 $51M 278k 185.18
Coca-Cola Company (KO) 0.7 $50M 1.3M 37.88
Intel Corporation (INTC) 0.7 $49M 2.1M 22.92
Paychex (PAYX) 0.6 $46M 1.1M 40.64
EMC Corporation 0.6 $42M 1.6M 25.56
Microsoft Corporation (MSFT) 0.6 $41M 1.2M 33.28
Philip Morris International (PM) 0.5 $40M 456k 86.59
Brown-Forman Corporation (BF.B) 0.5 $38M 563k 68.13
Federated Investors (FHI) 0.5 $37M 1.4M 27.16
Cincinnati Financial Corporation (CINF) 0.5 $37M 781k 47.16
Visa (V) 0.5 $37M 191k 191.10
Hershey Company (HSY) 0.5 $35M 376k 92.50
Dollar Tree (DLTR) 0.4 $32M 554k 57.16
M&T Bank Corporation (MTB) 0.4 $31M 278k 111.92
Dominion Resources (D) 0.4 $27M 435k 62.48
Reynolds American 0.4 $27M 545k 48.78
Wal-Mart Stores (WMT) 0.3 $25M 333k 73.96
Apache Corporation 0.3 $24M 279k 85.14
Staples 0.3 $22M 1.5M 14.65
Duke Energy (DUK) 0.3 $22M 323k 66.78
Cintas Corporation (CTAS) 0.3 $19M 379k 51.20
FedEx Corporation (FDX) 0.2 $16M 142k 114.11
Amphenol Corporation (APH) 0.2 $14M 185k 77.38
Whirlpool Corporation (WHR) 0.2 $14M 95k 146.44
Johnson & Johnson (JNJ) 0.2 $12M 136k 86.69
Kraton Performance Polymers 0.2 $12M 606k 19.59
Vulcan Materials Company (VMC) 0.1 $8.5M 165k 51.81
Berkshire Hathaway (BRK.A) 0.0 $2.2M 13.00 170384.62
CSX Corporation (CSX) 0.0 $1.6M 63k 25.74
Exxon Mobil Corporation (XOM) 0.0 $1.7M 20k 86.04
Mondelez Int (MDLZ) 0.0 $1.8M 56k 31.42
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights 0.0 $1.1M 384k 2.76
Monarch Financial Holdings 0.0 $198k 17k 11.75
Kraft Foods 0.0 $315k 6.0k 52.43