LONDON CO OF VIRGINIA
Institutional investor · Portfolio as of Q2 2019
Top Holdings142 positions
APPLE INC | 2.4M | $471.7M | 4.1% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
NORFOLK SOUTHERN CORP | 1.9M | $370.5M | 3.2% | $160.81 | +7.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 6.5M | $356.9M | 3.1% | $43.51 | +2.01% | 2 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.5M | $327M | 2.8% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 692,975 | $325.2M | 2.8% | $361.43 | +10.65% | 2 qtrssince 2019-Q1 | Decreased 0 |
CARNIVAL CORP | 6.6M | $309.2M | 2.7% | $48.33 | -7.35% | 2 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 6.4M | $300.8M | 2.6% | $39.51 | -1.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINL CORP | 2.6M | $268.6M | 2.3% | $71.60 | +21.19% | 2 qtrssince 2019-Q1 | Increased 53 |
MERCK & CO INC | 3M | $255.7M | 2.2% | $63.02 | +1.48% | 2 qtrssince 2019-Q1 | Increased 53 |
NEWMARKET CORP | 637,222 | $255.5M | 2.2% | $372.83 | -7.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
PAYCHEX INC | 3M | $250.5M | 2.2% | $63.80 | +3.26% | 2 qtrssince 2019-Q1 | Increased 54 |
DIAGEO P L C | 1.4M | $244.8M | 2.1% | $137.33 | +5.29% | 2 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 1.6M | $225.8M | 1.9% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Increased 48 |
DOMINION ENERGY INC | 2.9M | $222.5M | 1.9% | $56.60 | +0.71% | 2 qtrssince 2019-Q1 | Increased 78 |
FASTENAL CO | 6.8M | $220.9M | 1.9% | $13.31 | +1.96% | 2 qtrssince 2019-Q1 | Increased 78 |
MICROSOFT CORP | 1.6M | $220.7M | 1.9% | $110.18 | +13.94% | 2 qtrssince 2019-Q1 | Increased 48 |
CHEVRON CORP NEW | 1.8M | $219.7M | 1.9% | $89.87 | +1.92% | 2 qtrssince 2019-Q1 | Increased 51 |
TEXAS INSTRS INC | 1.9M | $218.7M | 1.9% | $87.82 | +6.86% | 2 qtrssince 2019-Q1 | Increased 60 |
PFIZER INC | 4.9M | $214.2M | 1.8% | $28.06 | +2.89% | 2 qtrssince 2019-Q1 | Increased 48 |
VERIZON COMMUNICATIONS INC | 3.7M | $213M | 1.8% | $40.01 | -2.40% | 2 qtrssince 2019-Q1 | Decreased 0 |
LONDON CO OF VIRGINIA manages $11.6B across 142 positions as of Q2 2019. Top holdings: AAPL (4.1%), NSC (3.2%), CSCO (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 3 exits, 52 increased. Top move: D (INCREASED, conviction 78). Portfolio: $11.6B across 142 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR