0001398344-14-002646.txt : 20140508 0001398344-14-002646.hdr.sgml : 20140508 20140508083659 ACCESSION NUMBER: 0001398344-14-002646 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140508 DATE AS OF CHANGE: 20140508 EFFECTIVENESS DATE: 20140508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LONDON CO OF VIRGINIA CENTRAL INDEX KEY: 0001259887 IRS NUMBER: 541703318 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10665 FILM NUMBER: 14823133 BUSINESS ADDRESS: STREET 1: 1801 BAYBERRY COURT STREET 2: SUITE 301 CITY: RICHMOND STATE: VA ZIP: 23226 BUSINESS PHONE: 804 775 0317 MAIL ADDRESS: STREET 1: 1801 BAYBERRY COURT STREET 2: SUITE 301 CITY: RICHMOND STATE: VA ZIP: 23226 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001259887 XXXXXXXX 03-31-2014 03-31-2014 false LONDON CO OF VIRGINIA

1801 Bayberry Court Suite 301 Richmond VA 23226

13F HOLDINGS REPORT 028-10665 N Andrew J. Wetzel 804-775-0317 /s/ Andrew J. Wetzel Richmond VA 05-07-2014 0 108 8890868 INFORMATION TABLE 2 fp0010438_13fhr-table.xml 13F INFORMATION TABLE ADVENT SOFTWARE INC COM 007974108 108483 3694919 SH SOLE 3479448 0 215471 ALBEMARLE CORP COM 012653101 376722 5671810 SH SOLE 4993306 0 678504 ALEXANDER & BALDWIN INC NEW COM 014491104 150962 3547051 SH SOLE 3326319 0 220732 ALLEGHANY CORP DEL COM 017175100 20843 51164 SH SOLE 48330 0 2834 ALLIANT TECHSYSTEMS INC COM 018804104 195743 1377013 SH SOLE 1293885 0 83128 AMPHENOL CORP NEW CL A 032095101 19933 217495 SH SOLE 205227 0 12268 APACHE CORP COM 037411105 30729 370455 SH SOLE 235538 0 134917 ATWOOD OCEANICS INC COM 050095108 222440 4414366 SH SOLE 4133592 0 280774 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2623 14 SH SOLE 14 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91518 732322 SH SOLE 491370 0 240952 BLOCK H & R INC COM 093671105 243 8050 SH SOLE 8050 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 99739 1919893 SH SOLE 1366218 0 553675 BROWN FORMAN CORP CL B 115637209 64159 715348 SH SOLE 623262 0 92086 CSX CORP COM 126408103 1829 63119 SH SOLE 63119 0 0 CABELAS INC COM 126804301 274221 4185947 SH SOLE 3892068 0 293879 CARMAX INC COM 143130102 118631 2534850 SH SOLE 2020867 0 513983 CARNIVAL CORP PAIRED CTF 143658300 104015 2747366 SH SOLE 1958671 0 788695 CATERPILLAR INC DEL COM 149123101 257 2590 SH SOLE 2590 0 0 CHEVRON CORP NEW COM 166764100 82820 696493 SH SOLE 496008 0 200485 CINCINNATI FINL CORP COM 172062101 46277 951027 SH SOLE 819640 0 131387 CINTAS CORP COM 172908105 24730 414866 SH SOLE 386748 0 28118 COCA COLA CO COM 191216100 62133 1607188 SH SOLE 1168395 0 438793 COLUMBIA SPORTSWEAR CO COM 198516106 110836 1341030 SH SOLE 1245678 0 95352 CORNING INC COM 219350105 101382 4869452 SH SOLE 3538258 0 1331194 DECKERS OUTDOOR CORP COM 243537107 236177 2962205 SH SOLE 2792356 0 169849 DEERE & CO COM 244199105 266 2930 SH SOLE 2930 0 0 DOLLAR TREE INC COM 256746108 50336 964659 SH SOLE 923427 0 41232 E M C CORP MASS COM 268648102 55369 2020024 SH SOLE 1316620 0 703404 EATON VANCE CORP COM NON VTG 278265103 251225 6583456 SH SOLE 6016306 0 567150 FASTENAL CO COM 311900104 311 6312 SH SOLE 6312 0 0 FEDERATED INVS INC PA CL B 314211103 51237 1677694 SH SOLE 1445974 0 231720 GENERAL DYNAMICS CORP COM 369550108 102004 936507 SH SOLE 787921 0 148586 GENERAL ELECTRIC CO COM 369604103 251 9710 SH SOLE 9710 0 0 HASBRO INC COM 418056107 102739 1847164 SH SOLE 1653117 0 194047 HERSHEY CO COM 427866108 46234 442851 SH SOLE 351323 0 91528 INTEL CORP COM 458140100 72030 2790352 SH SOLE 2034809 0 755543 INTERNATIONAL BUSINESS MACHS COM 459200101 74923 389233 SH SOLE 279947 0 109286 JOHNSON & JOHNSON COM 478160104 15906 161928 SH SOLE 129922 0 32006 KAMAN CORP COM 483548103 61438 1510282 SH SOLE 1398705 0 111577 LANDSTAR SYS INC COM 515098101 251 4240 SH SOLE 4240 0 0 LILLY ELI & CO COM 532457108 95136 1616303 SH SOLE 1166894 0 449409 LORILLARD INC COM 544147101 119181 2203799 SH SOLE 1996994 0 206805 LOWES COS INC COM 548661107 94507 1932651 SH SOLE 1412168 0 520483 MARTIN MARIETTA MATLS INC COM 573284106 118696 924782 SH SOLE 876755 0 48027 MICREL INC COM 594793101 50058 4517850 SH SOLE 4204862 0 312988 MICROSOFT CORP COM 594918104 62818 1532536 SH SOLE 1158994 0 373542 MONDELEZ INTL INC CL A 609207105 1817 52578 SH SOLE 52578 0 0 MURPHY OIL CORP COM 626717102 266 4230 SH SOLE 4230 0 0 NEWMARKET CORP COM 651587107 522874 1338027 SH SOLE 1156602 0 181425 NORFOLK SOUTHERN CORP COM 655844108 2129 21907 SH SOLE 21907 0 0 OLD DOMINION FGHT LINES INC COM 679580100 312754 5512050 SH SOLE 5137494 0 374556 OLIN CORP COM PAR $1 680665205 164430 5955443 SH SOLE 5519329 0 436114 OWENS ILL INC COM NEW 690768403 247 7290 SH SOLE 7290 0 0 PAYCHEX INC COM 704326107 58405 1371021 SH SOLE 1203172 0 167849 PFIZER INC COM 717081103 89600 2789550 SH SOLE 2112653 0 676897 PHILIP MORRIS INTL INC COM 718172109 45783 559216 SH SOLE 438112 0 121104 POLARIS INDS INC COM 731068102 265 1900 SH SOLE 1900 0 0 PRICESMART INC COM 741511109 243157 2409170 SH SOLE 2261517 0 147653 PULTE GROUP INC COM 745867101 8927 465180 SH SOLE 409180 0 56000 REYNOLDS AMERICAN INC COM 761713106 34702 649597 SH SOLE 574236 0 75361 RITCHIE BROS AUCTIONEERS COM 767744105 54664 2265396 SH SOLE 2110255 0 155141 ROBERT HALF INTL INC COM 770323103 256 6100 SH SOLE 6100 0 0 SERVICE CORP INTL COM 817565104 245577 12352962 SH SOLE 11575629 0 777333 SHERWIN WILLIAMS CO COM 824348106 256 1300 SH SOLE 1300 0 0 SMITH & WESSON HLDG CORP COM 831756101 7201 492516 SH SOLE 403650 0 88866 STURM RUGER & CO INC COM 864159108 154372 2581464 SH SOLE 2421711 0 159753 TEJON RANCH CO COM 879080109 78065 2307571 SH SOLE 2141023 0 166548 TEJON RANCH CO *W EXP 08/31/2016 879080133 1325 363118 SH SOLE 336509 0 26609 TREDEGAR CORP COM 894650100 60699 2637953 SH SOLE 2441154 0 196799 U S G CORP COM NEW 903293405 240 7320 SH SOLE 7320 0 0 VULCAN MATLS CO COM 929160109 13133 197639 SH SOLE 186713 0 10926 WAL-MART STORES INC COM 931142103 32636 427009 SH SOLE 269457 0 157552 WELLS FARGO & CO NEW COM 949746101 144334 2901786 SH SOLE 2177946 0 723840 WHIRLPOOL CORP COM 963320106 16677 111582 SH SOLE 105260 0 6322 WORLD FUEL SVCS CORP COM 981475106 62550 1418349 SH SOLE 1315400 0 102949 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 44226 3613269 SH SOLE 3369361 0 243908 THE ADT CORPORATION COM 00101J106 237 7910 SH SOLE 7910 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 42 10000 SH SOLE 10000 0 0 ALTRIA GROUP INC COM 02209S103 89662 2395459 SH SOLE 1785914 0 609545 BLACKROCK INC COM 09247X101 125514 399117 SH SOLE 299007 0 100110 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 240 4580 SH SOLE 4580 0 0 CISCO SYS INC COM 17275R102 69346 3093764 SH SOLE 2258332 0 835432 CONOCOPHILLIPS COM 20825C104 85173 1210711 SH SOLE 890892 0 319819 CONVERSANT INC COM 21249J105 90741 3223500 SH SOLE 2981063 0 242437 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 186691 5960764 SH SOLE 5445651 0 515113 DOMINION RES INC VA NEW COM 25746U109 37621 529956 SH SOLE 450115 0 79841 DUKE ENERGY CORP NEW COM NEW 26441C204 27924 392079 SH SOLE 339013 0 53066 ENERGIZER HLDGS INC COM 29266R108 108928 1081284 SH SOLE 905569 0 175715 EXXON MOBIL CORP COM 30231G102 1774 18164 SH SOLE 18164 0 0 FEDEX CORP COM 31428X106 25183 189971 SH SOLE 112920 0 77051 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 172696 8938728 SH SOLE 8363670 0 575058 GENERAL MTRS CO COM 37045V100 237 6900 SH SOLE 6900 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 105420 1470915 SH SOLE 1264591 0 206324 KRAFT FOODS GROUP INC COM 50076Q106 337 6008 SH SOLE 6008 0 0 M & T BK CORP COM 55261F104 42187 347792 SH SOLE 335429 0 12363 MBIA INC COM 55262C100 193176 13808190 SH SOLE 13030147 0 778043 MRC GLOBAL INC COM 55345K103 128671 4772653 SH SOLE 4428790 0 343863 MATSON INC COM 57686G105 82049 3323150 SH SOLE 3086943 0 236207 MONARCH FINANCIAL HOLDINGS I COM 60907Q100 207 16854 SH SOLE 16854 0 0 MOSAIC CO NEW COM 61945C103 68883 1377677 SH SOLE 1055403 0 322274 NU SKIN ENTERPRISES INC CL A 67018T105 33988 410236 SH SOLE 401362 0 8874 POTASH CORP SASK INC COM 73755L107 269 7430 SH SOLE 7430 0 0 TEMPUR SEALY INTL INC COM 88023U101 205952 4064574 SH SOLE 3822343 0 242231 TENET HEALTHCARE CORP COM NEW 88033G407 222902 5206770 SH SOLE 4894838 0 311932 VERIZON COMMUNICATIONS INC COM 92343V104 66446 1396809 SH SOLE 1053396 0 343413 VISA INC COM CL A 92826C839 55392 256612 SH SOLE 150419 0 106193 MONTPELIER RE HOLDINGS LTD SHS G62185106 98334 3304216 SH SOLE 3066215 0 238001 WHITE MTNS INS GROUP LTD COM G9618E107 190715 317911 SH SOLE 272280 0 45631