London Company

London Co Of Virginia as of Dec. 31, 2014

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 124 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NewMarket Corporation (NEU) 5.0 $476M 1.2M 403.53
Old Dominion Freight Line (ODFL) 4.0 $380M 4.9M 77.64
Albemarle Corporation (ALB) 2.9 $280M 4.7M 60.13
Tenet Healthcare Corporation (THC) 2.5 $243M 4.8M 50.67
Deckers Outdoor Corporation (DECK) 2.3 $219M 2.4M 91.04
Corrections Corporation of America 2.2 $214M 5.9M 36.34
Service Corporation International (SCI) 2.2 $208M 9.1M 22.70
Tempur-Pedic International (TPX) 2.2 $207M 3.8M 54.91
Alliant Techsystems 2.1 $199M 1.7M 116.25
PriceSmart (PSMT) 2.1 $198M 2.2M 91.22
Wells Fargo & Company (WFC) 2.0 $195M 3.6M 54.82
Cabela's Incorporated 2.0 $188M 3.6M 52.71
CarMax (KMX) 1.9 $176M 2.6M 66.58
BlackRock (BLK) 1.8 $175M 488k 357.56
Lorillard 1.8 $171M 2.7M 62.94
General Dynamics Corporation (GD) 1.8 $167M 1.2M 137.62
First Industrial Realty Trust (FR) 1.7 $165M 8.0M 20.56
Eli Lilly & Co. (LLY) 1.7 $160M 2.3M 68.99
Lowe's Companies (LOW) 1.7 $159M 2.3M 68.80
Carnival Corporation (CCL) 1.6 $153M 3.4M 45.33
Altria (MO) 1.6 $147M 3.0M 49.27
Energizer Holdings 1.5 $146M 1.1M 128.56
Corning Incorporated (GLW) 1.5 $143M 6.2M 22.93
Bristol Myers Squibb (BMY) 1.4 $137M 2.3M 59.03
White Mountains Insurance Gp (WTM) 1.4 $136M 217k 630.11
Intel Corporation (INTC) 1.4 $130M 3.6M 36.29
Hasbro (HAS) 1.4 $129M 2.3M 54.99
Atwood Oceanics 1.3 $124M 4.4M 28.37
Eaton Vance 1.3 $122M 3.0M 40.93
Mbia (MBI) 1.3 $120M 13M 9.54
Exelis 1.3 $120M 6.8M 17.53
Kinder Morgan (KMI) 1.2 $120M 2.8M 42.31
Olin Corporation (OLN) 1.2 $115M 5.0M 22.77
Pfizer (PFE) 1.2 $114M 3.7M 31.15
Berkshire Hathaway (BRK.B) 1.2 $111M 736k 150.15
Dana Holding Corporation (DAN) 1.1 $107M 4.9M 21.74
Cisco Systems (CSCO) 1.1 $107M 3.8M 27.81
ConocoPhillips (COP) 1.1 $106M 1.5M 69.06
Advent Software 1.1 $102M 3.3M 30.64
Montpelier Re Holdings/mrh 1.1 $102M 2.9M 35.82
Alexander & Baldwin (ALEX) 1.1 $102M 2.6M 39.26
Dollar Tree (DLTR) 1.0 $97M 1.4M 70.38
Mosaic (MOS) 1.0 $96M 2.1M 45.65
Chevron Corporation (CVX) 1.0 $95M 847k 112.18
Matson (MATX) 1.0 $96M 2.8M 34.52
Microsoft Corporation (MSFT) 0.9 $91M 2.0M 46.45
Coca-Cola Company (KO) 0.9 $85M 2.0M 42.22
Federated Investors (FHI) 0.8 $80M 2.4M 32.93
Paychex (PAYX) 0.8 $80M 1.7M 46.17
Verizon Communications (VZ) 0.8 $79M 1.7M 46.78
Sturm, Ruger & Company (RGR) 0.8 $77M 2.2M 34.63
Cincinnati Financial Corporation (CINF) 0.8 $72M 1.4M 51.83
Orbital Sciences 0.8 $72M 2.7M 26.89
Visa (V) 0.8 $71M 271k 262.20
International Business Machines (IBM) 0.7 $71M 440k 160.44
Alleghany Corporation 0.7 $67M 144k 463.50
EMC Corporation 0.7 $65M 2.2M 29.74
Dominion Resources (D) 0.6 $60M 775k 76.90
World Fuel Services Corporation (WKC) 0.6 $59M 1.3M 46.93
Reynolds American 0.6 $57M 893k 64.27
Tredegar Corporation (TG) 0.6 $57M 2.5M 22.49
Tejon Ranch Company (TRC) 0.6 $57M 1.9M 29.46
Kaman Corporation (KAMN) 0.6 $55M 1.4M 40.09
Bank of America Corporation (BAC) 0.6 $54M 3.0M 17.89
Windstream Hldgs 0.6 $53M 6.5M 8.24
Ritchie Bros. Auctioneers Inco 0.6 $52M 1.9M 26.89
USG Corporation 0.5 $52M 1.8M 27.99
Adt 0.5 $50M 1.4M 36.23
Bed Bath & Beyond 0.5 $47M 622k 76.17
Duke Energy (DUK) 0.5 $47M 566k 83.54
Mrc Global Inc cmn (MRC) 0.5 $47M 3.1M 15.15
M&T Bank Corporation (MTB) 0.5 $46M 362k 125.62
American Eagle Outfitters (AEO) 0.5 $43M 3.1M 13.88
Teradata Corporation (TDC) 0.4 $42M 961k 43.68
Pulte (PHM) 0.4 $40M 1.9M 21.46
Wal-Mart Stores (WMT) 0.4 $39M 451k 85.88
Philip Morris International (PM) 0.4 $38M 471k 81.45
Brown-Forman Corporation (BF.B) 0.4 $37M 422k 87.84
FedEx Corporation (FDX) 0.4 $35M 201k 173.66
Cintas Corporation (CTAS) 0.3 $33M 420k 78.44
Martin Marietta Materials (MLM) 0.3 $33M 295k 110.32
iShares Russell 2000 Index (IWM) 0.3 $31M 263k 119.62
Apache Corporation 0.3 $27M 432k 62.67
Amphenol Corporation (APH) 0.2 $24M 446k 53.81
Whirlpool Corporation (WHR) 0.2 $22M 114k 193.74
H&R Block (HRB) 0.2 $20M 588k 33.68
Symantec Corporation 0.2 $20M 770k 25.65
Methanex Corp (MEOH) 0.2 $19M 422k 45.83
NetApp (NTAP) 0.2 $17M 399k 41.45
Vulcan Materials Company (VMC) 0.1 $13M 202k 65.73
iShares S&P MidCap 400 Index (IJH) 0.1 $9.7M 67k 144.81
Smith & Wesson Holding Corporation 0.1 $8.9M 936k 9.47
iShares S&P 500 Index (IVV) 0.0 $4.2M 20k 206.85
Exxon Mobil Corporation (XOM) 0.0 $2.5M 27k 92.45
Norfolk Southern (NSC) 0.0 $2.6M 24k 109.62
Berkshire Hathaway (BRK.A) 0.0 $2.7M 12.00 226000.00
CSX Corporation (CSX) 0.0 $2.3M 63k 36.23
Mondelez Int (MDLZ) 0.0 $1.8M 49k 36.33
Johnson & Johnson (JNJ) 0.0 $687k 6.6k 104.57
General Electric Company 0.0 $647k 26k 25.29
Hershey Company (HSY) 0.0 $1.2M 11k 103.94
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights 0.0 $592k 327k 1.81
American Express Company (AXP) 0.0 $277k 3.0k 93.05
Caterpillar (CAT) 0.0 $274k 3.0k 91.64
Costco Wholesale Corporation (COST) 0.0 $245k 1.7k 141.62
United Parcel Service (UPS) 0.0 $210k 1.9k 111.17
Polaris Industries (PII) 0.0 $287k 1.9k 151.05
Sherwin-Williams Company (SHW) 0.0 $342k 1.3k 263.08
Union Pacific Corporation (UNP) 0.0 $449k 3.8k 119.19
Potash Corp. Of Saskatchewan I 0.0 $262k 7.4k 35.26
Deere & Company (DE) 0.0 $259k 2.9k 88.40
Nike (NKE) 0.0 $399k 4.2k 96.14
Pepsi (PEP) 0.0 $212k 2.2k 94.60
Murphy Oil Corporation (MUR) 0.0 $214k 4.2k 50.59
Kellogg Company (K) 0.0 $298k 4.6k 65.49
C.H. Robinson Worldwide (CHRW) 0.0 $343k 4.6k 74.89
Fastenal Company (FAST) 0.0 $300k 6.3k 47.53
Robert Half International (RHI) 0.0 $356k 6.1k 58.36
Landstar System (LSTR) 0.0 $308k 4.2k 72.64
Alpha Natural Resources 0.0 $17k 10k 1.70
General Motors Company (GM) 0.0 $241k 6.9k 34.93
O'reilly Automotive (ORLY) 0.0 $385k 2.0k 192.50
Monarch Financial Holdings 0.0 $232k 17k 13.77
Kraft Foods 0.0 $327k 5.2k 62.63