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Institutional Investment Manager
LONDON CO OF VIRGINIA
LONDON CO OF VIRGINIA (CIK: 0001259887) incorporated in Delaware, located at 1800 Bayberry Court, Richmond, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001398344-15-000992) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 WindStream Corp (win) 6,461,781 53,245 0.56%
2 WORLD FUEL SVCS CORP 1,255,821 58,936 0.62%
3 WHITE MOUNTAINS INSURANCE GRP LTD 216,498 136,418 1.43%
4 WHIRLPOOL CORP 114,331 22,151 0.23%
5 WELLS FARGO & CO NEW 3,562,092 195,274 2.05%
6 WAL-MART STORES INC 450,797 38,714 0.41%
7 VULCAN MATLS CO 202,358 13,301 0.14%
8 VISA INC 271,351 71,148 0.75%
9 VERIZON COMMUNICATIONS INC 1,698,240 79,443 0.83%
10 USG Corp 1,840,906 51,527 0.54%
11 UNITED PARCEL SERVICE INC 1,889 210 0.00%
12 UNION PAC CORP 3,767 449 0.00%
13 TREDEGAR CORP COM 2,528,428 56,865 0.60%
14 TERADATA CORP DEL 961,099 41,981 0.44%
15 TENET HEALTHCARE CORP 4,800,543 243,243 2.55%
16 TEMPUR SEALY INTL INC 3,761,856 206,564 2.17%
17 TEJON RANCH CO WT EXP 083116 326,997 593 0.01%
18 TEJON RANCH CO 1,924,456 56,694 0.59%
19 SYMANTEC CORP 770,325 19,762 0.21%
20 STURM RUGER & CO INC 2,208,856 76,492 0.80%
21 SMITH & WESSON HLDG 935,670 8,861 0.09%
22 SHERWIN WILLIAMS CO 1,300 342 0.00%
23 SERVICE CORP INTL 9,148,487 207,670 2.18%
24 ROBERT HALF INTL INC 6,100 356 0.00%
25 RITCHIE BROS AUCTIONEERS 1,946,077 52,330 0.55%
26 REYNOLDS AMERICAN INC 893,062 57,397 0.60%
27 PULTE GROUP INC 1,871,542 40,163 0.42%
28 PRICESMART INC 2,173,138 198,234 2.08%
29 POTASH CORP SASK INC 7,430 262 0.00%
30 POLARIS INDS INC 1,900 287 0.00%
31 PHILIP MORRIS INTL INC 470,569 38,327 0.40%
32 PFIZER INC 3,656,842 113,911 1.19%
33 PEPSICO INC 2,241 212 0.00%
34 PAYCHEX INC 1,734,922 80,102 0.84%
35 ORBITAL SCIENCES C 2,687,628 72,271 0.76%
36 OLIN CORP 5,026,951 114,464 1.20%
37 OLD DOMINION FREIGHT LINE IN 4,892,707 379,870 3.98%
38 O REILLY AUTOMOTIVE INC NEW 2,000 385 0.00%
39 NORFOLK SOUTHERN CORP 23,517 2,578 0.03%
40 NIKE INC 4,150 399 0.00%
41 NEWMARKET CORP 1,178,699 475,641 4.99%
42 NETAPP INC 398,922 16,535 0.17%
43 Montpelier Re Holdings Ltd 2,856,187 102,309 1.07%
44 MURPHY OIL 4,230 214 0.00%
45 MRC GLOBAL 3,066,346 46,455 0.49%
46 MOSAIC CO NEW 2,104,788 96,084 1.01%
47 MONDELEZ INTL INC 48,478 1,761 0.02%
48 MONARCH FINANCIAL HOLDINGS I 16,854 232 0.00%
49 MICROSOFT CORP 1,954,962 90,808 0.95%
50 METHANEX CORP 421,782 19,330 0.20%
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