London Company

London Co Of Virginia as of March 31, 2014

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 108 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 5.9 $523M 1.3M 390.78
Albemarle Corporation (ALB) 4.2 $377M 5.7M 66.42
Old Dominion Freight Line (ODFL) 3.5 $313M 5.5M 56.74
Cabela's Incorporated 3.1 $274M 4.2M 65.51
Eaton Vance 2.8 $251M 6.6M 38.16
Service Corporation International (SCI) 2.8 $246M 12M 19.88
PriceSmart (PSMT) 2.7 $243M 2.4M 100.93
Deckers Outdoor Corporation (DECK) 2.7 $236M 3.0M 79.73
Tenet Healthcare Corporation (THC) 2.5 $223M 5.2M 42.81
Atwood Oceanics 2.5 $222M 4.4M 50.39
Tempur-Pedic International (TPX) 2.3 $206M 4.1M 50.67
Alliant Techsystems 2.2 $196M 1.4M 142.15
Mbia (MBI) 2.2 $193M 14M 13.99
White Mountains Insurance Gp (WTM) 2.1 $191M 318k 599.90
Corrections Corporation of America 2.1 $187M 6.0M 31.32
First Industrial Realty Trust (FR) 1.9 $173M 8.9M 19.32
Olin Corporation (OLN) 1.9 $164M 6.0M 27.61
Sturm, Ruger & Company (RGR) 1.7 $154M 2.6M 59.80
Alexander & Baldwin (ALEX) 1.7 $151M 3.5M 42.56
Wells Fargo & Company (WFC) 1.6 $144M 2.9M 49.74
Mrc Global Inc cmn (MRC) 1.4 $129M 4.8M 26.96
BlackRock (BLK) 1.4 $126M 399k 314.48
Martin Marietta Materials (MLM) 1.3 $119M 925k 128.35
Lorillard 1.3 $119M 2.2M 54.08
CarMax (KMX) 1.3 $119M 2.5M 46.80
Columbia Sportswear Company (COLM) 1.2 $111M 1.3M 82.65
Energizer Holdings 1.2 $109M 1.1M 100.74
Advent Software 1.2 $109M 3.7M 29.36
Kinder Morgan Management 1.2 $105M 1.5M 71.67
Carnival Corporation (CCL) 1.2 $104M 2.7M 37.86
Hasbro (HAS) 1.2 $103M 1.8M 55.62
General Dynamics Corporation (GD) 1.1 $102M 937k 108.92
Corning Incorporated (GLW) 1.1 $101M 4.9M 20.82
Bristol Myers Squibb (BMY) 1.1 $100M 1.9M 51.95
Montpelier Re Holdings/mrh 1.1 $98M 3.3M 29.76
Eli Lilly & Co. (LLY) 1.1 $95M 1.6M 58.86
Lowe's Companies (LOW) 1.1 $95M 1.9M 48.90
Berkshire Hathaway (BRK.B) 1.0 $92M 732k 124.97
Conversant 1.0 $91M 3.2M 28.15
Pfizer (PFE) 1.0 $90M 2.8M 32.12
Altria (MO) 1.0 $90M 2.4M 37.43
ConocoPhillips (COP) 1.0 $85M 1.2M 70.35
Chevron Corporation (CVX) 0.9 $83M 697k 118.91
Matson (MATX) 0.9 $82M 3.3M 24.69
Tejon Ranch Company (TRC) 0.9 $78M 2.3M 33.83
International Business Machines (IBM) 0.8 $75M 389k 192.49
Intel Corporation (INTC) 0.8 $72M 2.8M 25.81
Cisco Systems (CSCO) 0.8 $69M 3.1M 22.41
Mosaic (MOS) 0.8 $69M 1.4M 50.00
Verizon Communications (VZ) 0.8 $66M 1.4M 47.57
Brown-Forman Corporation (BF.B) 0.7 $64M 715k 89.69
Microsoft Corporation (MSFT) 0.7 $63M 1.5M 40.99
Coca-Cola Company (KO) 0.7 $62M 1.6M 38.66
World Fuel Services Corporation (WKC) 0.7 $63M 1.4M 44.10
Kaman Corporation (KAMN) 0.7 $61M 1.5M 40.68
Tredegar Corporation (TG) 0.7 $61M 2.6M 23.01
Paychex (PAYX) 0.7 $58M 1.4M 42.60
EMC Corporation 0.6 $55M 2.0M 27.41
Visa (V) 0.6 $55M 257k 215.86
Ritchie Bros. Auctioneers Inco 0.6 $55M 2.3M 24.13
Federated Investors (FHI) 0.6 $51M 1.7M 30.54
Dollar Tree (DLTR) 0.6 $50M 965k 52.18
Micrel, Incorporated 0.6 $50M 4.5M 11.08
Cincinnati Financial Corporation (CINF) 0.5 $46M 951k 48.66
Hershey Company (HSY) 0.5 $46M 443k 104.40
Philip Morris International (PM) 0.5 $46M 559k 81.87
American Eagle Outfitters (AEO) 0.5 $44M 3.6M 12.24
M&T Bank Corporation (MTB) 0.5 $42M 348k 121.30
Dominion Resources (D) 0.4 $38M 530k 70.99
Reynolds American 0.4 $35M 650k 53.42
Nu Skin Enterprises (NUS) 0.4 $34M 410k 82.85
Wal-Mart Stores (WMT) 0.4 $33M 427k 76.43
Apache Corporation 0.3 $31M 371k 82.95
Duke Energy (DUK) 0.3 $28M 392k 71.22
FedEx Corporation (FDX) 0.3 $25M 190k 132.56
Cintas Corporation (CTAS) 0.3 $25M 415k 59.61
Alleghany Corporation 0.2 $21M 51k 407.38
Amphenol Corporation (APH) 0.2 $20M 218k 91.65
Whirlpool Corporation (WHR) 0.2 $17M 112k 149.46
Johnson & Johnson (JNJ) 0.2 $16M 162k 98.23
Vulcan Materials Company (VMC) 0.1 $13M 198k 66.45
Pulte (PHM) 0.1 $8.9M 465k 19.19
Smith & Wesson Holding Corporation 0.1 $7.2M 493k 14.62
Berkshire Hathaway (BRK.A) 0.0 $2.6M 14.00 187357.14
CSX Corporation (CSX) 0.0 $1.8M 63k 28.98
Exxon Mobil Corporation (XOM) 0.0 $1.8M 18k 97.67
Norfolk Southern (NSC) 0.0 $2.1M 22k 97.18
Mondelez Int (MDLZ) 0.0 $1.8M 53k 34.56
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights 0.0 $1.3M 363k 3.65
Caterpillar (CAT) 0.0 $257k 2.6k 99.23
General Electric Company 0.0 $251k 9.7k 25.85
H&R Block (HRB) 0.0 $243k 8.1k 30.19
Polaris Industries (PII) 0.0 $265k 1.9k 139.47
Sherwin-Williams Company (SHW) 0.0 $256k 1.3k 196.92
Potash Corp. Of Saskatchewan I 0.0 $269k 7.4k 36.20
Deere & Company (DE) 0.0 $266k 2.9k 90.78
Murphy Oil Corporation (MUR) 0.0 $266k 4.2k 62.88
USG Corporation 0.0 $240k 7.3k 32.79
C.H. Robinson Worldwide (CHRW) 0.0 $240k 4.6k 52.40
Fastenal Company (FAST) 0.0 $311k 6.3k 49.27
Robert Half International (RHI) 0.0 $256k 6.1k 41.97
Landstar System (LSTR) 0.0 $251k 4.2k 59.20
Alpha Natural Resources 0.0 $42k 10k 4.20
Owens-Illinois 0.0 $247k 7.3k 33.88
General Motors Company (GM) 0.0 $237k 6.9k 34.35
Monarch Financial Holdings 0.0 $207k 17k 12.28
Adt 0.0 $237k 7.9k 29.96
Kraft Foods 0.0 $337k 6.0k 56.09