London Company

London Company as of Dec. 31, 2010

Portfolio Holdings for London Company

London Company holds 85 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 4.5 $85M 687k 123.41
Alexander & Baldwin 3.9 $75M 1.9M 40.03
Albemarle Corporation (ALB) 3.5 $67M 1.2M 55.78
Atwood Oceanics 3.5 $67M 1.8M 37.41
Cabela's Incorporated 3.4 $64M 2.9M 21.79
PriceSmart (PSMT) 3.4 $64M 1.7M 38.01
Corrections Corporation of America 3.1 $59M 2.4M 25.06
Mbia (MBI) 3.0 $57M 4.7M 11.97
Old Dominion Freight Line (ODFL) 2.8 $54M 1.7M 31.99
ValueClick 2.8 $53M 3.3M 16.00
Tredegar Corporation (TG) 2.6 $50M 2.6M 19.37
Kinder Morgan Management 2.6 $49M 739k 66.85
Montpelier Re Holdings/mrh 2.5 $49M 2.4M 19.94
Tenet Healthcare Corporation 2.5 $48M 7.2M 6.69
Udr (UDR) 2.4 $46M 1.9M 23.52
Service Corporation International (SCI) 2.4 $45M 5.4M 8.26
Martin Marietta Materials (MLM) 2.3 $44M 479k 92.15
Hatteras Financial 2.1 $40M 1.3M 30.25
Aol 2.1 $39M 1.7M 23.71
Constellation Brands (STZ) 2.0 $38M 1.7M 22.11
Advent Software 2.0 $38M 664k 57.09
Tejon Ranch Company (TRC) 1.9 $37M 1.3M 27.53
Micrel, Incorporated 1.9 $36M 2.8M 13.00
Hasbro (HAS) 1.9 $36M 754k 47.14
CarMax (KMX) 1.9 $35M 1.1M 31.89
Force Protection 1.8 $34M 6.2M 5.51
Energizer Holdings 1.8 $34M 468k 72.90
White Mountains Insurance Gp (WTM) 1.7 $32M 95k 335.65
Knoll 1.6 $30M 1.8M 16.73
Alleghany Corporation 1.5 $29M 94k 306.40
Sturm, Ruger & Company (RGR) 1.4 $27M 1.8M 15.28
Eaton Vance 1.4 $26M 862k 30.23
Owens & Minor (OMI) 1.4 $26M 878k 29.43
Coca-Cola Company (KO) 1.1 $20M 311k 65.77
Universal Corporation (UVV) 1.0 $20M 485k 40.70
First Industrial Realty Trust (FR) 1.0 $19M 2.1M 8.78
Wells Fargo & Company (WFC) 0.9 $17M 548k 30.99
International Business Machines (IBM) 0.9 $17M 114k 146.76
Berkshire Hathaway (BRK.B) 0.9 $17M 208k 80.11
Wesco Financial Corporation 0.9 $16M 45k 368.52
Capella Education Company 0.8 $15M 229k 66.58
Altria (MO) 0.8 $15M 613k 24.62
Microsoft Corporation (MSFT) 0.8 $15M 531k 27.91
Johnson & Johnson (JNJ) 0.7 $14M 221k 61.85
Chevron Corporation (CVX) 0.7 $14M 147k 91.25
Verizon Communications (VZ) 0.7 $13M 369k 35.78
Hershey Company (HSY) 0.7 $13M 280k 47.15
Wal-Mart Stores (WMT) 0.7 $12M 230k 53.93
Philip Morris International (PM) 0.7 $12M 210k 58.53
Lowe's Companies (LOW) 0.6 $12M 480k 25.08
ConocoPhillips (COP) 0.6 $12M 173k 68.10
Lorillard 0.6 $12M 145k 82.06
Intel Corporation (INTC) 0.6 $11M 543k 21.03
Bristol Myers Squibb (BMY) 0.6 $11M 411k 26.48
Pfizer (PFE) 0.5 $9.9M 563k 17.51
Dominion Resources (D) 0.5 $9.7M 226k 42.72
Activision Blizzard 0.5 $9.6M 772k 12.44
Brown-Forman Corporation (BF.B) 0.4 $8.1M 116k 69.62
EMC Corporation 0.3 $6.0M 263k 22.90
Duke Energy Corporation 0.3 $5.9M 330k 17.81
FedEx Corporation (FDX) 0.3 $5.6M 60k 93.02
Investors Title Company (ITIC) 0.2 $4.2M 138k 30.50
Kraft Foods 0.2 $3.8M 121k 31.51
Exxon Mobil Corporation (XOM) 0.1 $2.8M 38k 73.13
Qlt 0.1 $2.9M 393k 7.33
Reynolds American 0.1 $2.2M 69k 32.62
Lubrizol Corporation 0.1 $1.7M 16k 106.85
Dell 0.1 $1.5M 110k 13.55
BP (BP) 0.1 $1.4M 31k 44.16
CSX Corporation (CSX) 0.1 $1.4M 22k 64.60
Cisco Systems (CSCO) 0.1 $1.3M 65k 20.24
iShares Russell 2000 Index (IWM) 0.1 $1.3M 17k 78.23
Loews Corporation (L) 0.1 $1.2M 31k 38.91
Merck & Co (MRK) 0.1 $881k 24k 36.04
Procter & Gamble Company (PG) 0.0 $815k 13k 64.34
M&T Bank Corporation (MTB) 0.0 $629k 7.2k 87.07
Novartis (NVS) 0.0 $536k 9.1k 58.94
Universal Health Realty Income Trust (UHT) 0.0 $479k 13k 36.55
Luby's 0.0 $589k 94k 6.27
Vulcan Materials Company (VMC) 0.0 $383k 8.6k 44.41
General Electric Company 0.0 $148k 8.1k 18.31
United Parcel Service (UPS) 0.0 $247k 3.4k 72.58
Berkshire Hathaway (BRK.A) 0.0 $241k 2.00 120500.00
Monarch Financial Holdings 0.0 $110k 14k 7.83
Kinder Morgan Mgmt Llc Frac Sh 0.0 $0 29M 0.00