LONDON CO OF VIRGINIA Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 97
New Positions 9
Increased Positions 71
Decreased Positions 23
Positions with Activity 94
Sold Out Positions 2
Total Mkt Value (in $ millions) 8,794

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

Sector Weighting

Basic Materials 16.5%
Capital Goods 4.7%
Conglomerates
Consumer Cyclical 9.56%
Consumer/Non-Cyclical 5.66%
Energy 6.42%
Financial 14.63%
Healthcare 5.3%
Services 23.53%
Technology 8.07%
Transportation 4.95%
Utilities 0.69%

9 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OLIN CORP COM PAR $1 163,235 163,235 New 5,687,647
MRC GLOBAL INC COM 131,145 131,145 New 4,553,636
LILLY ELI & CO COM 45,780 45,780 New 762,611
ISHARES RUSSELL 2000 ETF 5,380 5,380 New 46,939
SMITH & WESSON HLDG CORP COM 3,415 3,415 New 239,500
ISHARES CORE S&P MCP ETF 3,401 3,401 New 24,966
ISHARES RUS 2000 VAL ETF 2,330 2,330 New 23,275
ISHARES CORE S&P500 ETF 1,355 1,355 New 7,171
ALPHA NATURAL RESOURCES INC COM 42 42 New 10,000


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