LONDON CO OF VIRGINIA Information

1801 BAYBERRY COURT, RICHMOND, Virginia, 23226, (804) 775-0317

Report Date: 03/31/2013

Position Statistics:

Total Positions 94
New Positions 6
Increased Positions 69
Decreased Positions 23
Positions with Activity 92
Sold Out Positions 5
Total Mkt Value
(in $ millions)
6,187

Sector Weighting

Basic Materials 13.98%
Capital Goods 2.11%
Conglomerates
Consumer Cyclical 3.68%
Consumer/Non-Cyclical 6.36%
Energy 7.29%
Financial 17.27%
Healthcare 5.22%
Services 28.32%
Technology 8.7%
Transportation 5.9%
Utilities 1.17%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

23 DECREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTIVISION BLIZZARD INC COM -4,209 Sold Out 0
ISHARES TR CORE S&P500 ETF -755 Sold Out 0
ISHARES TR CORE S&P MCP ETF -697 Sold Out 0
LOEWS CORP COM -1,281 Sold Out 0
PROCTER & GAMBLE CO COM -301 Sold Out 0
ISHARES TR RUSSELL 2000 353 -7,444 (95.47) 3,550
KRAFT FOODS GROUP INC COM 956 -587 (38.02) 16,882
CSX CORP COM 1,639 -38 (2.26) 64,812
MONDELEZ INTL INC CL A 1,889 -518 (21.53) 61,921
UDR INC COM 2,377 -1,045 (30.54) 97,005
EXXON MOBIL CORP COM 2,381 -463 (16.26) 25,902
FEDEX CORP COM 9,536 -634 (6.23) 95,856
CORNING INC COM 18,401 -3,586 (16.31) 1,211,386
VISA INC COM CL A 26,132 -1,937 (6.9) 142,016
E M C CORP MASS COM 29,029 -415 (1.41) 1,161,632
WAL-MART STORES INC COM 29,276 -8,019 (21.5) 386,587
MICROSOFT CORP COM 33,580 -14,947 (30.8) 959,989
KINDER MORGAN MANAGEMENT LLC SHS 41,647 -3,035 (6.79) 518,446
COCA COLA CO COM 41,994 -3,560 (7.82) 1,025,999
HERSHEY CO COM 43,449 -233 (0.53) 484,864

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