London Company

London Co Of Virginia as of June 30, 2014

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 117 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 5.5 $499M 1.3M 392.11
Albemarle Corporation (ALB) 4.2 $380M 5.3M 71.50
Old Dominion Freight Line (ODFL) 3.6 $334M 5.3M 63.68
Cabela's Incorporated 2.8 $252M 4.0M 62.40
Tenet Healthcare Corporation (THC) 2.6 $235M 5.0M 46.94
Tempur-Pedic International (TPX) 2.5 $233M 3.9M 59.70
Deckers Outdoor Corporation (DECK) 2.5 $230M 2.7M 86.33
Atwood Oceanics 2.5 $225M 4.3M 52.48
Service Corporation International (SCI) 2.3 $213M 10M 20.72
PriceSmart (PSMT) 2.2 $201M 2.3M 87.04
Corrections Corporation of America 2.1 $194M 5.9M 32.85
Alliant Techsystems 2.0 $182M 1.4M 133.92
White Mountains Insurance Gp (WTM) 1.9 $174M 286k 608.44
Wells Fargo & Company (WFC) 1.8 $163M 3.1M 52.56
First Industrial Realty Trust (FR) 1.8 $160M 8.5M 18.84
Olin Corporation (OLN) 1.7 $154M 5.7M 26.92
Eaton Vance 1.7 $152M 4.0M 37.79
Mbia (MBI) 1.6 $148M 13M 11.04
Lorillard 1.6 $144M 2.4M 60.97
Sturm, Ruger & Company (RGR) 1.6 $143M 2.4M 59.01
BlackRock (BLK) 1.5 $138M 431k 319.60
CarMax (KMX) 1.4 $133M 2.6M 52.01
Energizer Holdings 1.4 $132M 1.1M 122.03
Mrc Global Inc cmn (MRC) 1.4 $128M 4.5M 28.29
General Dynamics Corporation (GD) 1.3 $120M 1.0M 116.55
Corning Incorporated (GLW) 1.3 $117M 5.3M 21.95
Kinder Morgan Management 1.3 $117M 1.5M 78.92
Alexander & Baldwin (ALEX) 1.3 $116M 2.8M 41.45
Advent Software 1.2 $113M 3.5M 32.57
ConocoPhillips (COP) 1.2 $114M 1.3M 85.73
Carnival Corporation (CCL) 1.2 $112M 3.0M 37.65
Eli Lilly & Co. (LLY) 1.2 $110M 1.8M 62.17
Altria (MO) 1.2 $108M 2.6M 41.94
Hasbro (HAS) 1.2 $106M 2.0M 53.05
Columbia Sportswear Company (COLM) 1.1 $104M 1.3M 82.65
Bristol Myers Squibb (BMY) 1.1 $99M 2.0M 48.51
Montpelier Re Holdings/mrh 1.1 $99M 3.1M 31.95
Lowe's Companies (LOW) 1.1 $98M 2.0M 47.99
Chevron Corporation (CVX) 1.1 $97M 746k 130.55
Intel Corporation (INTC) 1.0 $94M 3.1M 30.90
Dana Holding Corporation (DAN) 1.0 $94M 3.8M 24.42
Berkshire Hathaway (BRK.B) 1.0 $92M 724k 126.56
Pfizer (PFE) 1.0 $91M 3.1M 29.68
Mosaic (MOS) 1.0 $92M 1.9M 49.45
Cisco Systems (CSCO) 0.9 $83M 3.3M 24.85
Matson (MATX) 0.9 $80M 3.0M 26.84
Martin Marietta Materials (MLM) 0.8 $76M 575k 132.05
Verizon Communications (VZ) 0.8 $73M 1.5M 48.93
International Business Machines (IBM) 0.8 $73M 403k 181.27
Conversant 0.8 $73M 2.9M 25.40
Coca-Cola Company (KO) 0.8 $73M 1.7M 42.36
Microsoft Corporation (MSFT) 0.8 $70M 1.7M 41.70
Tejon Ranch Company (TRC) 0.8 $69M 2.1M 32.19
World Fuel Services Corporation (WKC) 0.7 $67M 1.4M 49.23
Dollar Tree (DLTR) 0.7 $65M 1.2M 54.46
Paychex (PAYX) 0.7 $62M 1.5M 41.56
Kaman Corporation (KAMN) 0.7 $62M 1.4M 42.73
Federated Investors (FHI) 0.7 $60M 1.9M 30.92
Tredegar Corporation (TG) 0.7 $60M 2.5M 23.41
Brown-Forman Corporation (BF.B) 0.6 $58M 617k 94.17
EMC Corporation 0.6 $55M 2.1M 26.34
Visa (V) 0.6 $55M 260k 210.71
Cincinnati Financial Corporation (CINF) 0.6 $53M 1.1M 48.04
Ritchie Bros. Auctioneers Inco 0.6 $52M 2.1M 24.65
Windstream Hldgs 0.6 $52M 5.2M 9.96
Orbital Sciences 0.5 $47M 1.6M 29.55
Micrel, Incorporated 0.5 $45M 4.0M 11.28
Adt 0.5 $45M 1.3M 34.94
Bank of America Corporation (BAC) 0.5 $44M 2.9M 15.37
Dominion Resources (D) 0.5 $44M 608k 71.52
Reynolds American 0.5 $44M 731k 60.35
M&T Bank Corporation (MTB) 0.5 $43M 348k 124.05
American Eagle Outfitters (AEO) 0.4 $38M 3.4M 11.22
Apache Corporation 0.4 $38M 375k 100.62
Pulte (PHM) 0.4 $37M 1.8M 20.16
Philip Morris International (PM) 0.4 $33M 386k 84.31
Duke Energy (DUK) 0.4 $33M 449k 74.19
Wal-Mart Stores (WMT) 0.3 $32M 431k 75.07
FedEx Corporation (FDX) 0.3 $30M 201k 151.38
Nu Skin Enterprises (NUS) 0.3 $30M 409k 73.96
Cintas Corporation (CTAS) 0.3 $26M 409k 63.54
Alleghany Corporation 0.2 $22M 51k 438.12
Amphenol Corporation (APH) 0.2 $21M 217k 96.34
Symantec Corporation 0.2 $17M 750k 22.90
Whirlpool Corporation (WHR) 0.2 $16M 112k 139.22
Vulcan Materials Company (VMC) 0.1 $13M 197k 63.75
USG Corporation 0.1 $11M 377k 30.13
Hershey Company (HSY) 0.1 $10M 106k 97.37
Smith & Wesson Holding Corporation 0.1 $8.6M 591k 14.54
CSX Corporation (CSX) 0.0 $1.9M 63k 30.81
Exxon Mobil Corporation (XOM) 0.0 $1.9M 19k 100.66
Norfolk Southern (NSC) 0.0 $2.3M 22k 103.03
H&R Block (HRB) 0.0 $1.4M 42k 33.53
Berkshire Hathaway (BRK.A) 0.0 $2.3M 12.00 189916.67
Mondelez Int (MDLZ) 0.0 $2.0M 53k 37.60
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights 0.0 $981k 351k 2.79
American Express Company (AXP) 0.0 $271k 2.9k 95.02
Caterpillar (CAT) 0.0 $281k 2.6k 108.49
Johnson & Johnson (JNJ) 0.0 $202k 1.9k 104.45
General Electric Company 0.0 $255k 9.7k 26.26
Polaris Industries (PII) 0.0 $247k 1.9k 130.00
Sherwin-Williams Company (SHW) 0.0 $269k 1.3k 206.92
Potash Corp. Of Saskatchewan I 0.0 $282k 7.4k 37.95
Deere & Company (DE) 0.0 $265k 2.9k 90.44
Nike (NKE) 0.0 $254k 3.3k 77.44
Murphy Oil Corporation (MUR) 0.0 $281k 4.2k 66.43
Kellogg Company (K) 0.0 $254k 3.9k 65.80
C.H. Robinson Worldwide (CHRW) 0.0 $292k 4.6k 63.76
Fastenal Company (FAST) 0.0 $312k 6.3k 49.43
Robert Half International (RHI) 0.0 $291k 6.1k 47.70
Landstar System (LSTR) 0.0 $271k 4.2k 63.92
Alpha Natural Resources 0.0 $37k 10k 3.70
Owens-Illinois 0.0 $253k 7.3k 34.71
General Motors Company (GM) 0.0 $250k 6.9k 36.23
O'reilly Automotive (ORLY) 0.0 $252k 1.7k 150.90
Monarch Financial Holdings 0.0 $198k 17k 11.75
Kraft Foods 0.0 $313k 5.2k 59.87