London Company

London Co Of Virginia as of Dec. 31, 2013

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 95 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 5.1 $445M 1.3M 334.15
Albemarle Corporation (ALB) 4.1 $357M 5.6M 63.39
Old Dominion Freight Line (ODFL) 3.4 $300M 5.6M 53.02
Eaton Vance 3.2 $285M 6.7M 42.79
PriceSmart (PSMT) 3.2 $282M 2.4M 115.54
Cabela's Incorporated 3.2 $280M 4.2M 66.66
Deckers Outdoor Corporation (DECK) 2.9 $250M 3.0M 84.46
Atwood Oceanics 2.7 $238M 4.4M 53.39
Service Corporation International (SCI) 2.6 $226M 13M 18.13
Tempur-Pedic International (TPX) 2.5 $222M 4.1M 53.96
Tenet Healthcare Corporation (THC) 2.5 $220M 5.2M 42.12
Sturm, Ruger & Company (RGR) 2.2 $194M 2.7M 73.09
White Mountains Insurance Gp (WTM) 2.2 $193M 320k 603.08
Corrections Corporation of America 2.2 $191M 6.0M 32.07
Alliant Techsystems 1.9 $168M 1.4M 121.68
Olin Corporation (OLN) 1.9 $164M 5.7M 28.85
Mbia (MBI) 1.8 $158M 13M 11.94
First Industrial Realty Trust (FR) 1.8 $158M 9.1M 17.45
Alexander & Baldwin (ALEX) 1.7 $150M 3.6M 41.73
Mrc Global Inc cmn (MRC) 1.7 $147M 4.6M 32.26
Wells Fargo & Company (WFC) 1.6 $137M 3.0M 45.40
Advent Software 1.5 $130M 3.7M 34.95
BlackRock (BLK) 1.4 $123M 388k 316.47
Bristol Myers Squibb (BMY) 1.3 $117M 2.2M 53.15
CarMax (KMX) 1.3 $118M 2.5M 47.02
Energizer Holdings 1.3 $113M 1.0M 108.24
Columbia Sportswear Company (COLM) 1.2 $109M 1.4M 78.75
Carnival Corporation (CCL) 1.2 $107M 2.7M 40.17
Lorillard 1.2 $105M 2.1M 50.68
MeadWestva 1.2 $105M 2.8M 36.93
Montpelier Re Holdings/mrh 1.1 $99M 3.4M 29.10
Hasbro (HAS) 1.1 $96M 1.7M 55.01
Lowe's Companies (LOW) 1.1 $93M 1.9M 49.55
Altria (MO) 1.0 $89M 2.3M 38.39
Tejon Ranch Company (TRC) 1.0 $89M 2.4M 36.76
Berkshire Hathaway (BRK.B) 1.0 $88M 744k 118.56
Matson (MATX) 1.0 $88M 3.4M 26.11
Martin Marietta Materials (MLM) 1.0 $86M 863k 99.94
Corning Incorporated (GLW) 1.0 $85M 4.8M 17.82
Chevron Corporation (CVX) 1.0 $85M 680k 124.91
General Dynamics Corporation (GD) 1.0 $86M 896k 95.55
Tredegar Corporation (TG) 1.0 $85M 3.0M 28.81
ConocoPhillips (COP) 0.9 $83M 1.2M 70.65
Pfizer (PFE) 0.9 $82M 2.7M 30.63
Kinder Morgan Management 0.9 $81M 1.1M 75.66
ValueClick 0.9 $80M 3.4M 23.37
International Business Machines (IBM) 0.8 $71M 376k 187.57
Intel Corporation (INTC) 0.8 $70M 2.7M 25.95
Nu Skin Enterprises (NUS) 0.8 $69M 497k 138.22
Cisco Systems (CSCO) 0.8 $67M 3.0M 22.43
Verizon Communications (VZ) 0.8 $67M 1.4M 49.14
Coca-Cola Company (KO) 0.7 $65M 1.6M 41.31
World Fuel Services Corporation (WKC) 0.7 $63M 1.5M 43.16
Kaman Corporation (KAMN) 0.7 $62M 1.6M 39.73
Paychex (PAYX) 0.7 $59M 1.3M 45.53
Visa (V) 0.7 $58M 261k 222.68
Microsoft Corporation (MSFT) 0.6 $55M 1.5M 37.41
Ritchie Bros. Auctioneers Inco 0.6 $53M 2.3M 22.93
Brown-Forman Corporation (BF.B) 0.6 $53M 704k 75.57
American Eagle Outfitters (AEO) 0.6 $53M 3.7M 14.40
EMC Corporation 0.6 $52M 2.1M 25.15
Dollar Tree (DLTR) 0.6 $51M 910k 56.42
Philip Morris International (PM) 0.5 $47M 542k 87.13
Micrel, Incorporated 0.5 $47M 4.8M 9.87
Cincinnati Financial Corporation (CINF) 0.5 $46M 886k 52.37
Federated Investors (FHI) 0.5 $45M 1.6M 28.80
Hershey Company (HSY) 0.5 $42M 431k 97.23
M&T Bank Corporation (MTB) 0.4 $39M 334k 116.42
Eli Lilly & Co. (LLY) 0.4 $39M 763k 51.00
Wal-Mart Stores (WMT) 0.4 $34M 435k 78.69
Apache Corporation 0.4 $32M 375k 85.94
Dominion Resources (D) 0.4 $31M 483k 64.69
Reynolds American 0.3 $30M 608k 49.99
FedEx Corporation (FDX) 0.3 $28M 192k 143.77
Cintas Corporation (CTAS) 0.3 $25M 415k 59.59
Duke Energy (DUK) 0.3 $25M 361k 69.01
Hatteras Financial 0.2 $21M 1.3M 16.34
Amphenol Corporation (APH) 0.2 $18M 206k 89.18
Whirlpool Corporation (WHR) 0.2 $17M 106k 156.86
Johnson & Johnson (JNJ) 0.1 $13M 146k 91.59
Alleghany Corporation 0.1 $13M 33k 399.95
Vulcan Materials Company (VMC) 0.1 $11M 183k 59.42
iShares Russell 2000 Index (IWM) 0.1 $5.4M 47k 115.36
Smith & Wesson Holding Corporation 0.0 $3.2M 240k 13.49
iShares S&P MidCap 400 Index (IJH) 0.0 $3.3M 25k 133.82
Berkshire Hathaway (BRK.A) 0.0 $2.5M 14.00 177928.57
iShares Russell 2000 Value Index (IWN) 0.0 $2.3M 23k 99.51
CSX Corporation (CSX) 0.0 $1.8M 63k 28.76
Exxon Mobil Corporation (XOM) 0.0 $1.9M 19k 101.21
iShares S&P 500 Index (IVV) 0.0 $1.3M 7.2k 185.61
Mondelez Int (MDLZ) 0.0 $1.9M 53k 35.30
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights 0.0 $2.1M 374k 5.49
Alpha Natural Resources 0.0 $71k 10k 7.10
Monarch Financial Holdings 0.0 $207k 17k 12.28
Kraft Foods 0.0 $324k 6.0k 53.93