0001398344-15-000992.txt : 20150213 0001398344-15-000992.hdr.sgml : 20150213 20150213164923 ACCESSION NUMBER: 0001398344-15-000992 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15615689 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 12-31-2014 12-31-2014 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 02-06-2015 0 124 9535157 INFORMATION TABLE 2 fp0013161_13fhr-table.xml 13F INFORMATION TABLE ADVENT SOFTWARE INC COM 007974108 101602 3315968 SH SOLE 3147921 0 168047 ALBEMARLE CORP COM 012653101 279889 4654746 SH SOLE 4065092 0 589654 ALEXANDER & BALDWIN INC NEW COM 014491104 102140 2601631 SH SOLE 2432877 0 168754 ALLEGHANY CORP DEL COM 017175100 66636 143767 SH SOLE 102677 0 41090 ALLIANT TECHSYSTEMS INC COM 018804104 198589 1708294 SH SOLE 1595268 0 113026 ALPHA NATURAL RESOURCES INC COM 02076X102 17 10000 SH SOLE 10000 0 0 ALTRIA GROUP INC COM 02209S103 147397 2991613 SH SOLE 2484230 0 507383 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 43239 3115254 SH SOLE 2919981 0 195273 AMERICAN EXPRESS CO COM 025816109 277 2977 SH SOLE 2977 0 0 AMPHENOL CORP NEW CL A 032095101 24004 446076 SH SOLE 424187 0 21889 APACHE CORP COM 037411105 27068 431917 SH SOLE 270315 0 161602 ATWOOD OCEANICS INC COM 050095108 123834 4364974 SH SOLE 4068551 0 296423 BANK AMER CORP COM 060505104 53522 2991743 SH SOLE 2021518 0 970225 BED BATH & BEYOND INC COM 075896100 47362 621794 SH SOLE 371359 0 250435 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2712 12 SH SOLE 12 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 110521 736073 SH SOLE 497025 0 239048 BLACKROCK INC COM 09247X101 174498 488024 SH SOLE 395928 0 92096 BLOCK H & R INC COM 093671105 19804 587991 SH SOLE 562038 0 25953 BRISTOL MYERS SQUIBB CO COM 110122108 136745 2316547 SH SOLE 1840853 0 475694 BROWN FORMAN CORP CL B 115637209 37023 421484 SH SOLE 340302 0 81182 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 343 4580 SH SOLE 4580 0 0 CABELAS INC COM 126804301 188227 3570993 SH SOLE 3304896 0 266097 CARMAX INC COM 143130102 176382 2649176 SH SOLE 2180820 0 468356 CARNIVAL CORP PAIRED CTF 143658300 153418 3384472 SH SOLE 2670155 0 714317 CATERPILLAR INC DEL COM 149123101 274 2990 SH SOLE 2990 0 0 CHEVRON CORP NEW COM 166764100 95040 847210 SH SOLE 674906 0 172304 CINCINNATI FINL CORP COM 172062101 72016 1389460 SH SOLE 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2193003 SH SOLE 1490226 0 702777 EATON VANCE CORP COM NON VTG 278265103 121472 2967807 SH SOLE 2819889 0 147918 ENERGIZER HLDGS INC COM 29266R108 146418 1138903 SH SOLE 979327 0 159576 EXELIS INC COM 30162A108 119750 6831149 SH SOLE 6367705 0 463444 EXXON MOBIL CORP COM 30231G102 2498 27020 SH SOLE 27020 0 0 FASTENAL CO COM 311900104 300 6312 SH SOLE 6312 0 0 FEDERATED INVS INC PA CL B 314211103 79883 2425822 SH SOLE 2273528 0 152294 FEDEX CORP COM 31428X106 34865 200768 SH SOLE 132237 0 68531 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 164646 8008073 SH SOLE 7540985 0 467088 GENERAL DYNAMICS CORP COM 369550108 167109 1214282 SH SOLE 1085958 0 128324 GENERAL ELECTRIC CO COM 369604103 647 25586 SH SOLE 25586 0 0 GENERAL MTRS CO COM 37045V100 241 6900 SH SOLE 6900 0 0 HASBRO INC COM 418056107 128964 2345226 SH SOLE 2214883 0 130343 HERSHEY CO COM 427866108 1171 11266 SH SOLE 11266 0 0 INTEL CORP COM 458140100 130357 3592087 SH SOLE 2965281 0 626806 INTERNATIONAL BUSINESS MACHS COM 459200101 70629 440223 SH SOLE 344629 0 95594 ISHARES TR CORE S&P500 ETF 464287200 4173 20174 SH SOLE 20174 0 0 ISHARES TR CORE S&P MCP ETF 464287507 9679 66841 SH SOLE 63691 0 3150 ISHARES TR RUSSELL 2000 ETF 464287655 31444 262862 SH SOLE 244943 0 17919 JOHNSON & JOHNSON COM 478160104 687 6570 SH SOLE 6570 0 0 KAMAN CORP COM 483548103 55393 1381705 SH SOLE 1290440 0 91265 KELLOGG CO COM 487836108 298 4550 SH SOLE 4550 0 0 KINDER MORGAN INC DEL COM 49456B101 119469 2823680 SH SOLE 2604557 0 219122 KRAFT FOODS GROUP INC COM 50076Q106 327 5221 SH SOLE 5221 0 0 LANDSTAR SYS INC COM 515098101 308 4240 SH SOLE 4240 0 0 LILLY ELI & CO COM 532457108 159776 2315937 SH SOLE 1878938 0 436999 LORILLARD INC COM 544147101 171236 2720620 SH SOLE 2525932 0 194688 LOWES COS INC COM 548661107 159396 2316804 SH SOLE 1891065 0 425739 M & T BK CORP COM 55261F104 45461 361893 SH SOLE 351850 0 10043 MARTIN MARIETTA MATLS INC COM 573284106 32583 295351 SH SOLE 293423 0 1928 MATSON INC COM 57686G105 95544 2767775 SH SOLE 2581973 0 185802 MBIA INC COM 55262C100 119867 12564702 SH SOLE 11780418 0 784284 METHANEX CORP COM 59151K108 19330 421782 SH SOLE 418777 0 3005 MICROSOFT CORP COM 594918104 90808 1954962 SH SOLE 1645750 0 309212 MONARCH FINANCIAL HOLDINGS I COM 60907Q100 232 16854 SH SOLE 16854 0 0 MONDELEZ INTL INC CL A 609207105 1761 48478 SH SOLE 48478 0 0 MONTPELIER RE HOLDINGS LTD SHS G62185106 102309 2856187 SH SOLE 2658778 0 197409 MOSAIC CO NEW COM 61945C103 96084 2104788 SH SOLE 1711393 0 393395 MRC GLOBAL INC COM 55345K103 46455 3066346 SH SOLE 2857220 0 209126 MURPHY OIL CORP COM 626717102 214 4230 SH SOLE 4230 0 0 NETAPP INC COM 64110D104 16535 398922 SH SOLE 379245 0 19677 NEWMARKET CORP COM 651587107 475641 1178699 SH SOLE 1057082 0 121617 NIKE INC CL B 654106103 399 4150 SH SOLE 4150 0 0 NORFOLK SOUTHERN CORP COM 655844108 2578 23517 SH SOLE 23517 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 385 2000 SH SOLE 2000 0 0 OLD DOMINION FGHT LINES INC COM 679580100 379870 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824348106 342 1300 SH SOLE 1300 0 0 SMITH & WESSON HLDG CORP COM 831756101 8861 935670 SH SOLE 658375 0 277295 STURM RUGER & CO INC COM 864159108 76492 2208856 SH SOLE 2057391 0 151465 SYMANTEC CORP COM 871503108 19762 770325 SH SOLE 732695 0 37630 TEJON RANCH CO COM 879080109 56694 1924456 SH SOLE 1789761 0 134695 TEJON RANCH CO *W EXP 08/31/201 879080133 593 326997 SH SOLE 304042 0 22955 TEMPUR SEALY INTL INC COM 88023U101 206564 3761856 SH SOLE 3561898 0 199958 TENET HEALTHCARE CORP COM NEW 88033G407 243243 4800543 SH SOLE 4549429 0 251114 TERADATA CORP DEL COM 88076W103 41981 961099 SH SOLE 954663 0 6436 THE ADT CORPORATION COM 00101J106 50256 1387144 SH SOLE 1378101 0 9043 TREDEGAR CORP COM 894650100 56865 2528428 SH SOLE 2230155 0 298273 U S G CORP COM NEW 903293405 51527 1840906 SH SOLE 1732177 0 108729 UNION PAC CORP COM 907818108 449 3767 SH SOLE 3767 0 0 UNITED PARCEL SERVICE INC CL B 911312106 210 1889 SH SOLE 1889 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 79443 1698240 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