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 |
