HoldingsChannel.com
London Co. of Virginia Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 1,996,097 -326,870 $507,588
     AAPL1,996,097-326,870$507,588
BERKSHIRE HATHAWAY CL B NEW      $368,949
     BRK.B2,003,115-84,310$366,229
     BRK.A10UNCH$2,720
CITRIX SYS INC COM 2,035,575 +814,091 $288,136
     CTXS2,035,575+814,091$288,136
BLACKROCK INC 622,823 -52,696 $274,024
     BLK622,823-52,696$274,024
NORFOLK SOUTHERN CORP 1,753,753 -58,591 $256,048
     NSC1,753,753-58,591$256,048
MICROSOFT CORP 1,590,908 -27,617 $250,902
     MSFT1,590,908-27,617$250,902
CISCO SYS INC 6,144,722 -168,974 $241,549
     CSCO6,144,722-168,974$241,549
INTEL CORP 4,291,630 -59,648 $232,263
     INTC4,291,630-59,648$232,263
CROWN CASTLE INTL CORP 1,579,563 -22,768 $228,089
     CCI1,579,563-22,768$228,089
PFIZER INC 6,930,231 -304,625 $226,202
     PFE6,930,231-304,625$226,202
MERCK & CO. INC COM 2,881,614 -108,858 $221,711
     MRK2,881,614-108,858$221,711
AIR PROD & CHEM INC 1,060,963 +842,095 $211,778
     APD1,060,963+842,095$211,778
ALTRIA GROUP INC 5,466,170 +1,550,219 $211,377
     MO5,466,170+1,550,219$211,377
JOHNSON & JOHNSON 1,597,669 +3,651 $209,502
     JNJ1,597,669+3,651$209,502
NEWMARKET CORP HLDG CO 546,473 +45,980 $209,229
     NEU546,473+45,980$209,229
VERIZON COMMUNICATIONS 3,880,850 +239,226 $208,518
     VZ3,880,850+239,226$208,518
FASTENAL CO 6,593,055 -96,155 $206,033
     FAST6,593,055-96,155$206,033
DOMINION ENERGY INC 2,819,445 -52,906 $203,535
     D2,819,445-52,906$203,535
LOWES COMPANIES INC 2,360,593 -70,278 $203,129
     LOW2,360,593-70,278$203,129
TEXAS INSTRS INC COM 1,894,162 -29,390 $189,284
     TXN1,894,162-29,390$189,284
ENTEGRIS INC 4,112,832 +790,870 $184,131
     ENTG4,112,832+790,870$184,131
ARMSTRONG WORLD INDS INC NEW 2,213,775 +405,278 $175,818
     AWI2,213,775+405,278$175,818
WELLS FARGO & CO NEW 6,006,644 -319,692 $172,390
     WFC6,006,644-319,692$172,390
DIAGEO PLC SPON ADR NEW 1,342,250 -54,527 $170,627
     DEO1,342,250-54,527$170,627
UNITED PARCEL SER INC CL B 1,673,616 -53,009 $156,349
     UPS1,673,616-53,009$156,349
OLD DOMINION FGHT LIN 1,182,245 +248,085 $155,181
     ODFL1,182,245+248,085$155,181
TARGET CORP COM 1,568,424 -39,787 $145,816
     TGT1,568,424-39,787$145,816
PAYCHEX INC 2,203,033 -46,425 $138,615
     PAYX2,203,033-46,425$138,615
CARMAX INC 2,557,060 +288,410 $137,646
     KMX2,557,060+288,410$137,646
DOLLAR TREE INC 1,842,035 +484,259 $135,334
     DLTR1,842,035+484,259$135,334
POST HLDGS INC COM 1,567,636 +570,213 $130,067
     POST1,567,636+570,213$130,067
COPART INC 1,871,105 +410,563 $128,208
     CPRT1,871,105+410,563$128,208
CINCINNATI FINANCIAL OHIO 1,697,606 -23,967 $128,084
     CINF1,697,606-23,967$128,084
CHEVRON CORP 1,625,512 -80,946 $117,785
     CVX1,625,512-80,946$117,785
STORE CAP CORP COM 6,218,543 +3,206,809 $112,680
     STOR6,218,543+3,206,809$112,680
ALLEGHANY CORP DEL 202,354 -35,171 $111,770
     Y202,354-35,171$111,770
COCA COLA CO 2,500,012 -72,879 $110,626
     KO2,500,012-72,879$110,626
PERRIGO CO LTD 2,272,051 +1,013,568 $109,263
     PRGO2,272,051+1,013,568$109,263
DELTA AIR LINES INC DEL COM NE 3,528,942 -113,837 $100,681
     DAL3,528,942-113,837$100,681
SKYWORKS SOLUTIONS INC 1,062,642 +324,765 $94,979
     SWKS1,062,642+324,765$94,979
LAMB WESTON HLDGS INC 1,657,280 +322,792 $94,631
     LW1,657,280+322,792$94,631
VULCAN MATERIALS CO 873,799 +264,704 $94,432
     VMC873,799+264,704$94,432
MOELIS & CO CL A 3,309,141 +961,128 $92,987
     MC3,309,141+961,128$92,987
ALPHABET INC CAP STK CL C 77,833 -15,646 $90,505
     GOOG77,833-15,646$90,505
MARTIN MARIETTA MATERIALS 465,871 -28,976 $88,157
     MLM465,871-28,976$88,157
FOX CORP CL A 3,620,528 +604,046 $85,553
     FOXA3,620,528+604,046$85,553
BLACK KNIGHT INC 1,456,611 +519,618 $84,571
     BKI1,456,611+519,618$84,571
HD SUPPLY HLDGS INC COM 2,936,387 +677,002 $83,481
     HDS2,936,387+677,002$83,481
AMPHENOL CORP NEW CL A 1,143,178 +348,717 $83,315
     APH1,143,178+348,717$83,315
BROWN FORMAN CORP CL B      $82,667
     BF.B1,489,225+451,966$82,667

See Full List: All Stocks Held By London Co. of Virginia
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By London Co. of Virginia

Size ($ in 1000's)
At 03/31/2020: $10,458,642
At 12/31/2019: $12,975,724

London Co. of Virginia holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from London Co. of Virginia 13F filings. Link to 13F filings: SEC filings

London Co. of Virginia Top Holdings 13F Filings | www.HoldingsChannel.com

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