London Company

London Co Of Virginia as of June 30, 2013

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 87 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 4.7 $322M 1.2M 262.56
Albemarle Corporation (ALB) 4.1 $279M 4.5M 62.29
Cabela's Incorporated 4.0 $277M 4.3M 64.76
Eaton Vance 3.7 $256M 6.8M 37.59
Old Dominion Freight Line (ODFL) 3.5 $239M 5.7M 41.62
Tenet Healthcare Corporation (THC) 3.2 $220M 4.8M 46.10
Service Corporation International (SCI) 3.2 $218M 12M 18.03
Atwood Oceanics 3.2 $218M 4.2M 52.05
PriceSmart (PSMT) 3.1 $211M 2.4M 87.63
Corrections Corporation of America 2.9 $200M 5.9M 33.87
ValueClick 2.6 $181M 7.3M 24.71
Mbia (MBI) 2.3 $161M 12M 13.31
Energizer Holdings 2.3 $157M 1.6M 100.51
White Mountains Insurance Gp (WTM) 2.3 $156M 271k 574.94
Alexander & Baldwin (ALEX) 2.0 $135M 3.4M 39.75
Matson (MATX) 1.8 $122M 4.9M 25.00
Advent Software 1.7 $117M 3.3M 35.06
Nu Skin Enterprises (NUS) 1.7 $115M 1.9M 61.12
Montpelier Re Holdings/mrh 1.7 $115M 4.6M 25.01
World Fuel Services Corporation (WKC) 1.5 $106M 2.7M 39.98
Wells Fargo & Company (WFC) 1.4 $98M 2.4M 41.27
Hatteras Financial 1.4 $96M 3.9M 24.64
Kaman Corporation (KAMN) 1.3 $92M 2.7M 34.56
Tredegar Corporation (TG) 1.3 $90M 3.5M 25.70
Columbia Sportswear Company (COLM) 1.3 $89M 1.4M 62.65
Micrel, Incorporated 1.3 $88M 8.9M 9.88
First Industrial Realty Trust (FR) 1.2 $85M 5.6M 15.17
Sturm, Ruger & Company (RGR) 1.2 $84M 1.8M 48.04
Bristol Myers Squibb (BMY) 1.1 $79M 1.8M 44.69
CarMax (KMX) 1.1 $79M 1.7M 46.16
BlackRock (BLK) 1.1 $78M 303k 256.85
Tejon Ranch Company (TRC) 1.1 $77M 2.7M 28.49
Martin Marietta Materials (MLM) 1.1 $74M 755k 98.42
MeadWestva 1.1 $73M 2.1M 34.11
Lorillard 1.0 $71M 1.6M 43.68
Ritchie Bros. Auctioneers Inco 1.0 $70M 3.7M 19.22
American Eagle Outfitters (AEO) 1.0 $70M 3.8M 18.26
Kraton Performance Polymers 1.0 $69M 3.3M 21.20
Berkshire Hathaway (BRK.B) 1.0 $66M 590k 111.92
Alleghany Corporation 0.9 $63M 164k 383.31
Altria (MO) 0.9 $63M 1.8M 34.99
General Dynamics Corporation (GD) 0.9 $63M 800k 78.33
Chevron Corporation (CVX) 0.9 $61M 519k 118.34
Lowe's Companies (LOW) 0.9 $60M 1.5M 40.90
Kinder Morgan Management 0.9 $59M 722k 82.30
Corning Incorporated (GLW) 0.8 $58M 4.1M 14.23
Pfizer (PFE) 0.8 $57M 2.0M 28.01
Cisco Systems (CSCO) 0.8 $57M 2.3M 24.33
Dominion Resources (D) 0.8 $56M 982k 56.82
Verizon Communications (VZ) 0.8 $55M 1.1M 50.34
ConocoPhillips (COP) 0.8 $55M 905k 60.50
Coca-Cola Company (KO) 0.8 $51M 1.3M 40.11
International Business Machines (IBM) 0.7 $50M 263k 191.11
Intel Corporation (INTC) 0.7 $49M 2.0M 24.23
Hasbro (HAS) 0.7 $47M 1.1M 44.83
Hershey Company (HSY) 0.7 $46M 516k 89.28
Alliant Techsystems 0.6 $44M 531k 82.33
Microsoft Corporation (MSFT) 0.6 $40M 1.2M 34.54
Philip Morris International (PM) 0.5 $37M 424k 86.62
EMC Corporation 0.5 $37M 1.5M 23.62
Visa (V) 0.5 $36M 197k 182.75
Paychex (PAYX) 0.5 $34M 938k 36.51
Federated Investors (FHI) 0.5 $33M 1.2M 27.41
Brown-Forman Corporation (BF.B) 0.5 $32M 471k 67.55
Cincinnati Financial Corporation (CINF) 0.5 $31M 683k 45.92
Duke Energy (DUK) 0.4 $27M 399k 67.50
Wal-Mart Stores (WMT) 0.4 $26M 342k 74.49
Tempur-Pedic International (TPX) 0.4 $26M 580k 43.90
Deckers Outdoor Corporation (DECK) 0.4 $26M 507k 50.51
Reynolds American 0.3 $23M 484k 48.37
M&T Bank Corporation (MTB) 0.3 $23M 205k 111.75
Carnival Corporation (CCL) 0.3 $18M 525k 34.29
Staples 0.2 $17M 1.1M 15.87
FedEx Corporation (FDX) 0.2 $15M 147k 98.58
Cintas Corporation (CTAS) 0.2 $12M 271k 45.54
Johnson & Johnson (JNJ) 0.1 $11M 123k 85.86
Amphenol Corporation (APH) 0.1 $10M 131k 77.94
Whirlpool Corporation (WHR) 0.1 $7.8M 68k 114.36
Vulcan Materials Company (VMC) 0.1 $5.7M 117k 48.41
Spdr S&p 500 Etf (SPY) 0.1 $3.3M 21k 160.41
Exxon Mobil Corporation (XOM) 0.0 $1.8M 20k 90.33
Berkshire Hathaway (BRK.A) 0.0 $2.2M 13.00 168615.38
CSX Corporation (CSX) 0.0 $1.5M 63k 23.19
Mondelez Int (MDLZ) 0.0 $1.6M 56k 28.54
Kraft Foods 0.0 $553k 9.9k 55.91
Alpha Natural Resources 0.0 $52k 10k 5.20
Monarch Financial Holdings 0.0 $183k 17k 10.86