LONDON CO OF VIRGINIA Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 114
New Positions 19
Increased Positions 65
Decreased Positions 44
Positions with Activity 109
Sold Out Positions 6
Total Mkt Value (in $ millions) 9,041

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

Sector Weighting

Basic Materials 15.48%
Capital Goods 4.84%
Conglomerates
Consumer Cyclical 9.63%
Consumer/Non-Cyclical 6.04%
Energy 6.95%
Financial 14%
Healthcare 5.87%
Services 22.6%
Technology 8.69%
Transportation 5.18%
Utilities 0.72%

19 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
U S G CORP COM NEW 205 205 New 7,320
OWENS ILL INC COM NEW 250 250 New 7,290
POLARIS INDS INC COM 251 251 New 1,900
GENERAL ELECTRIC CO COM 258 258 New 9,710
DEERE & CO COM 259 259 New 2,930
THE ADT CORPORATION COM 261 261 New 7,910
GENERAL MTRS CO COM 262 262 New 6,900
SHERWIN WILLIAMS CO COM 264 264 New 1,300
POTASH CORP SASK INC COM 265 265 New 7,430
BLOCK H & R INC COM 266 266 New 8,050
LANDSTAR SYS INC COM 269 269 New 4,240
MURPHY OIL CORP COM 276 276 New 4,230
CATERPILLAR INC DEL COM 285 285 New 2,590
ROBERT HALF INTL INC COM 290 290 New 6,100
C H ROBINSON WORLDWIDE INC COM NEW 291 291 New 4,580
FASTENAL CO COM 291 291 New 6,312
NORFOLK SOUTHERN CORP COM 2,277 2,277 New 21,907
PULTE GROUP INC COM 9,183 9,183 New 465,180
MOSAIC CO NEW COM 65,123 65,123 New 1,377,677


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