0001398344-13-005233.txt : 20131108 0001398344-13-005233.hdr.sgml : 20131108 20131108104355 ACCESSION NUMBER: 0001398344-13-005233 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131108 DATE AS OF CHANGE: 20131108 EFFECTIVENESS DATE: 20131108 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: 131203008 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 09-30-2013 09-30-2013 false LONDON CO OF VIRGINIA
1801 Bayberry Court Suite 301 Richmond VA 23226
13F HOLDINGS REPORT 028-10665 N
Andrew J. Wetzel CCO 804-775-0317 /s/ Andrew J. Wetzel Richmond VA 11-08-2013 0 88 7352563
INFORMATION TABLE 2 fp0008653_13fhr-table.xml 13F INFORMATION TABLE ADVENT SOFTWARE INC COM 007974108 114086 3593239 SH SOLE 3345741 0 247498 ALBEMARLE CORP COM 012653101 322769 5128212 SH SOLE 4523383 0 604829 ALEXANDER & BALDWIN INC NEW COM 014491104 127196 3531282 SH SOLE 3280397 0 250885 ALLEGHANY CORP DEL COM 017175100 53215 129902 SH SOLE 119859 0 10043 ALLIANT TECHSYSTEMS INC COM 018804104 119566 1225561 SH SOLE 1135049 0 90512 ALTRIA GROUP INC COM 02209S103 64975 1891546 SH SOLE 1347557 0 543989 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 52905 3781616 SH SOLE 3503861 0 277755 AMPHENOL CORP NEW CL A 032095101 14342 185349 SH SOLE 177971 0 7378 APACHE CORP COM 037411105 23741 278842 SH SOLE 214402 0 64440 ATWOOD OCEANICS INC COM 050095108 237003 4306011 SH SOLE 4004898 0 301113 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2215 13 SH SOLE 13 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 68403 602618 SH SOLE 479519 0 123099 BLACKROCK INC COM 09247X101 87423 323046 SH SOLE 241705 0 81341 BRISTOL MYERS SQUIBB CO COM 110122108 87203 1884243 SH SOLE 1332496 0 551747 BROWN FORMAN CORP CL B 115637209 38349 562888 SH SOLE 511242 0 51646 CSX CORP COM 126408103 1625 63137 SH SOLE 63137 0 0 CABELAS INC COM 126804301 266411 4226731 SH SOLE 3896675 0 330056 CARMAX INC COM 143130102 94485 1949345 SH SOLE 1674088 0 275257 CARNIVAL CORP PAIRED CTF 143658300 64963 1990279 SH SOLE 1489239 0 501040 CHEVRON CORP NEW COM 166764100 66461 547004 SH SOLE 393338 0 153666 CINCINNATI FINL CORP COM 172062101 36811 780543 SH SOLE 526393 0 254150 CISCO SYS INC COM 17275R102 57671 2461341 SH SOLE 1763712 0 697629 CINTAS CORP COM 172908105 19419 379280 SH SOLE 361686 0 17594 COCA COLA CO COM 191216100 49848 1315954 SH SOLE 978921 0 337033 COLUMBIA SPORTSWEAR CO COM 198516106 84486 1402733 SH SOLE 1295379 0 107354 CONOCOPHILLIPS COM 20825C104 66574 957758 SH SOLE 687178 0 270580 CORNING INC COM 219350105 56727 3888110 SH SOLE 2765369 0 1122741 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 205281 5941566 SH SOLE 5263016 0 678550 DECKERS OUTDOOR CORP COM 243537107 158305 2401477 SH SOLE 2213879 0 187598 DOLLAR TREE INC COM 256746108 31676 554171 SH SOLE 528487 0 25684 DOMINION RES INC VA NEW COM 25746U109 27153 434582 SH SOLE 313313 0 121269 DUKE ENERGY CORP NEW COM NEW 26441C204 21567 322959 SH SOLE 234873 0 88086 E M C CORP MASS COM 268648102 41919 1640021 SH SOLE 1283084 0 356937 EATON VANCE CORP COM NON VTG 278265103 267610 6891836 SH SOLE 6172017 0 719819 ENERGIZER HLDGS INC COM 29266R108 118776 1303082 SH SOLE 1171887 0 131195 EXXON MOBIL CORP COM 30231G102 1716 19944 SH SOLE 19944 0 0 FEDERATED INVS INC PA CL B 314211103 37435 1378320 SH SOLE 957501 0 420819 FEDEX CORP COM 31428X106 16227 142207 SH SOLE 102937 0 39270 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 128669 7908383 SH SOLE 7267080 0 641303 GENERAL DYNAMICS CORP COM 369550108 74548 851782 SH SOLE 612952 0 238830 HASBRO INC COM 418056107 58930 1250094 SH SOLE 972034 0 278060 HATTERAS FINL CORP COM 41902R103 76051 4064721 SH SOLE 3446025 0 618696 HERSHEY CO COM 427866108 34795 376163 SH SOLE 325243 0 50920 INTEL CORP COM 458140100 49217 2147244 SH SOLE 1492544 0 654700 INTERNATIONAL BUSINESS MACHS COM 459200101 51415 277650 SH SOLE 203731 0 73919 JOHNSON & JOHNSON COM 478160104 11794 136044 SH SOLE 102461 0 33583 KAMAN CORP COM 483548103 62891 1661153 SH SOLE 1533495 0 127658 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 63070 856228 SH SOLE 670235 0 185993 KRAFT FOODS GROUP INC COM 50076Q106 315 6008 SH SOLE 6008 0 0 KRATON PERFORMANCE POLYMERS COM 50077C106 11869 605892 SH SOLE 603783 0 2109 LORILLARD INC COM 544147101 84894 1895796 SH SOLE 1585654 0 310142 LOWES COS INC COM 548661107 74026 1554848 SH SOLE 1117714 0 437134 M & T BK CORP COM 55261F104 31068 277592 SH SOLE 267620 0 9972 MBIA INC COM 55262C100 129742 12682586 SH SOLE 11838851 0 843735 MARTIN MARIETTA MATLS INC COM 573284106 74808 762020 SH SOLE 707963 0 54057 MATSON INC COM 57686G105 98503 3755347 SH SOLE 3488544 0 266803 MEADWESTVACO CORP COM 583334107 89995 2344837 SH SOLE 1881337 0 463500 MICREL INC COM 594793101 54164 5945546 SH SOLE 5573339 0 372207 MICROSOFT CORP COM 594918104 40668 1221987 SH SOLE 890258 0 331729 MONARCH FINANCIAL HOLDINGS I COM 60907Q100 198 16854 SH SOLE 16854 0 0 MONDELEZ INTL INC CL A 609207105 1755 55858 SH SOLE 55858 0 0 NEWMARKET CORP COM 651587107 359393 1248284 SH SOLE 1104409 0 143875 NU SKIN ENTERPRISES INC CL A 67018T105 183717 1918919 SH SOLE 1787857 0 131062 OLD DOMINION FGHT LINES INC COM 679580100 260467 5663565 SH SOLE 5238896 0 424669 PAYCHEX INC COM 704326107 46310 1139535 SH SOLE 848358 0 291177 PFIZER INC COM 717081103 63715 2218081 SH SOLE 1567961 0 650120 PHILIP MORRIS INTL INC COM 718172109 39473 455865 SH SOLE 340331 0 115534 PRICESMART INC COM 741511109 232549 2441916 SH SOLE 2270991 0 170925 REYNOLDS AMERICAN INC COM 761713106 26572 544725 SH SOLE 395005 0 149720 RITCHIE BROS AUCTIONEERS COM 767744105 53641 2658132 SH SOLE 2477896 0 180236 SERVICE CORP INTL COM 817565104 227646 12225837 SH SOLE 11333140 0 892697 STAPLES INC COM 855030102 21791 1487419 SH SOLE 1437191 0 50228 STURM RUGER & CO INC COM 864159108 151827 2424191 SH SOLE 2236939 0 187252 TEJON RANCH CO COM 879080109 79123 2565602 SH SOLE 2364795 0 200807 TEJON RANCH CO *W EXP 08/31/201 879080133 1059 383458 SH SOLE 353573 0 29885 TEMPUR SEALY INTL INC COM 88023U101 145594 3311970 SH SOLE 3043974 0 267996 TENET HEALTHCARE CORP COM NEW 88033G407 207177 5029794 SH SOLE 4677848 0 351946 TREDEGAR CORP COM 894650100 83052 3194308 SH SOLE 2935073 0 259235 VALUECLICK INC COM 92046N102 99958 4791884 SH SOLE 4505187 0 286697 VERIZON COMMUNICATIONS INC COM 92343V104 54801 1174093 SH SOLE 879107 0 294986 VISA INC COM CL A 92826C839 36555 191287 SH SOLE 136914 0 54373 VULCAN MATLS CO COM 929160109 8544 164916 SH SOLE 158325 0 6591 WAL-MART STORES INC COM 931142103 24632 333047 SH SOLE 251485 0 81562 WELLS FARGO & CO NEW COM 949746101 104493 2528881 SH SOLE 1910189 0 618692 WHIRLPOOL CORP COM 963320106 13974 95426 SH SOLE 91561 0 3865 WORLD FUEL SVCS CORP COM 981475106 64153 1719451 SH SOLE 1599680 0 119771 MONTPELIER RE HOLDINGS LTD SHS G62185106 90059 3457155 SH SOLE 3181041 0 276114 WHITE MTNS INS GROUP LTD COM G9618E107 162366 286048 SH SOLE 254087 0 31961