0001398344-14-005734.txt : 20141107 0001398344-14-005734.hdr.sgml : 20141107 20141107164436 ACCESSION NUMBER: 0001398344-14-005734 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141107 DATE AS OF CHANGE: 20141107 EFFECTIVENESS DATE: 20141107 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: 141205446 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 09-30-2014 09-30-2014 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 11-07-2014 0 121 8956833 INFORMATION TABLE 2 fp0012152_13fhr-table.xml 13F INFORMATION TABLE ADVENT SOFTWARE INC COM 007974108 106951 3388791 SH SOLE 3216124 0 172667 ALBEMARLE CORP COM 012653101 296268 5030014 SH SOLE 4444385 0 585629 ALEXANDER & BALDWIN INC NEW COM 014491104 96314 2677632 SH SOLE 2504145 0 173487 ALLEGHANY CORP DEL COM 017175100 55247 132123 SH SOLE 92136 0 39987 ALLIANT TECHSYSTEMS INC COM 018804104 170804 1338173 SH SOLE 1252209 0 85964 ALPHA NATURAL RESOURCES INC COM 02076X102 25 10000 SH SOLE 10000 0 0 ALTRIA GROUP INC COM 02209S103 122742 2671806 SH SOLE 2167538 0 504268 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 48196 3319254 SH SOLE 3111080 0 208174 AMERICAN EXPRESS CO COM 025816109 271 3092 SH SOLE 3092 0 0 AMPHENOL CORP NEW CL A 032095101 21330 213605 SH SOLE 203623 0 9982 APACHE CORP COM 037411105 34593 368519 SH SOLE 246172 0 122347 ATWOOD OCEANICS INC COM 050095108 182761 4183135 SH SOLE 3919161 0 263974 BANK AMER CORP COM 060505104 47782 2802448 SH SOLE 1842988 0 959460 BED BATH & BEYOND INC COM 075896100 21751 330406 SH SOLE 156896 0 173510 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2483 12 SH SOLE 12 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 99429 719770 SH SOLE 485906 0 233864 BLACKROCK INC COM 09247X101 145358 442733 SH SOLE 352902 0 89831 BLOCK H & R INC COM 093671105 1313 42350 SH SOLE 42350 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 107181 2094203 SH SOLE 1622467 0 471736 BROWN FORMAN CORP CL B 115637209 37777 418723 SH SOLE 339006 0 79717 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 304 4580 SH SOLE 4580 0 0 CABELAS INC COM 126804301 217632 3694937 SH SOLE 3426904 0 268033 CARMAX INC COM 143130102 117922 2538701 SH SOLE 2075986 0 462715 CARNIVAL CORP PAIRED CTF 143658300 123038 3062932 SH SOLE 2361554 0 701378 CATERPILLAR INC DEL COM 149123101 296 2990 SH SOLE 2990 0 0 CHEVRON CORP NEW COM 166764100 90952 762250 SH SOLE 591471 0 170779 CINCINNATI FINL CORP COM 172062101 56211 1194711 SH SOLE 1074515 0 120196 CINTAS CORP COM 172908105 28395 402259 SH SOLE 383352 0 18907 CISCO SYS INC COM 17275R102 86151 3422742 SH SOLE 2731283 0 691459 COCA COLA CO COM 191216100 75717 1774892 SH SOLE 1404260 0 370632 COLUMBIA SPORTSWEAR CO COM 198516106 86810 2426231 SH SOLE 2271080 0 155151 CONOCOPHILLIPS COM 20825C104 105452 1378100 SH SOLE 1088498 0 289602 CONVERSANT INC COM 21249J105 94578 2761395 SH SOLE 2552697 0 208698 CORNING INC COM 219350105 107171 5541425 SH SOLE 4321453 0 1219972 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 199909 5818069 SH SOLE 5419844 0 398225 COSTCO WHSL CORP NEW COM 22160K105 217 1730 SH SOLE 1730 0 0 CSX CORP COM 126408103 2024 63119 SH SOLE 63119 0 0 DANA HLDG CORP COM 235825205 102749 5359914 SH SOLE 5004071 0 355843 DECKERS OUTDOOR CORP COM 243537107 235230 2420552 SH SOLE 2299047 0 121505 DEERE & CO COM 244199105 240 2930 SH SOLE 2930 0 0 DOLLAR TREE INC COM 256746108 75212 1341389 SH SOLE 1257402 0 83987 DOMINION RES INC VA NEW COM 25746U109 46079 666939 SH SOLE 614919 0 52020 DUKE ENERGY CORP NEW COM NEW 26441C204 36443 487406 SH SOLE 452932 0 34474 E M C CORP MASS COM 268648102 60309 2061140 SH SOLE 1374799 0 686341 EATON VANCE CORP COM NON VTG 278265103 113724 3014167 SH SOLE 2861318 0 152849 ENERGIZER HLDGS INC COM 29266R108 133726 1085353 SH SOLE 927859 0 157494 EXXON MOBIL CORP COM 30231G102 2567 27296 SH SOLE 27296 0 0 FASTENAL CO COM 311900104 283 6312 SH SOLE 6312 0 0 FEDERATED INVS INC PA CL B 314211103 61250 2086166 SH SOLE 1935914 0 150252 FEDEX CORP COM 31428X106 32646 202207 SH SOLE 118659 0 83548 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 138959 8217552 SH SOLE 7738503 0 479049 GENERAL DYNAMICS CORP COM 369550108 136512 1074136 SH SOLE 948580 0 125556 GENERAL ELECTRIC CO COM 369604103 665 25967 SH SOLE 25967 0 0 GENERAL MTRS CO COM 37045V100 220 6900 SH SOLE 6900 0 0 HASBRO INC COM 418056107 116004 2109356 SH SOLE 1980170 0 129186 HERSHEY CO COM 427866108 9709 101736 SH SOLE 96660 0 5076 INTEL CORP COM 458140100 110402 3170653 SH SOLE 2548755 0 621898 INTERNATIONAL BUSINESS MACHS COM 459200101 77968 410727 SH SOLE 317076 0 93651 JOHNSON & JOHNSON COM 478160104 706 6623 SH SOLE 6623 0 0 KAMAN CORP COM 483548103 54602 1389380 SH SOLE 1295425 0 93955 KELLOGG CO COM 487836108 280 4550 SH SOLE 4550 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 147043 1561796 SH SOLE 1465134 0 96662 KRAFT FOODS GROUP INC COM 50076Q106 295 5228 SH SOLE 5228 0 0 LANDSTAR SYS INC COM 515098101 306 4240 SH SOLE 4240 0 0 LILLY ELI & CO COM 532457108 130004 2004690 SH SOLE 1581782 0 422908 LORILLARD INC COM 544147101 148501 2478723 SH SOLE 2293798 0 184925 LOWES COS INC COM 548661107 110945 2096461 SH SOLE 1671974 0 424487 M & T BK CORP COM 55261F104 42989 348677 SH SOLE 339414 0 9263 MARTIN MARIETTA MATLS INC COM 573284106 37420 290216 SH SOLE 288288 0 1928 MATSON INC COM 57686G105 71728 2865701 SH SOLE 2674387 0 191314 MBIA INC COM 55262C100 120538 13130462 SH SOLE 12344580 0 785882 METHANEX CORP COM 59151K108 8370 125295 SH SOLE 122290 0 3005 MICROSOFT CORP COM 594918104 80759 1741997 SH SOLE 1435441 0 306556 MONARCH FINANCIAL HOLDINGS I COM 60907Q100 212 16854 SH SOLE 16854 0 0 MONDELEZ INTL INC CL A 609207105 1805 52676 SH SOLE 52676 0 0 MONTPELIER RE HOLDINGS LTD SHS G62185106 92038 2960381 SH SOLE 2756919 0 203462 MOSAIC CO NEW COM 61945C103 84456 1901721 SH SOLE 1510017 0 391704 MRC GLOBAL INC COM 55345K103 100729 4319440 SH SOLE 4032144 0 287296 MURPHY OIL CORP COM 626717102 241 4230 SH SOLE 4230 0 0 NETAPP INC COM 64110D104 16416 382105 SH SOLE 364123 0 17982 NEWMARKET CORP COM 651587107 456758 1198775 SH SOLE 1065862 0 132913 NIKE INC CL B 654106103 370 4150 SH SOLE 4150 0 0 NORFOLK SOUTHERN CORP COM 655844108 2624 23517 SH SOLE 23517 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 301 2000 SH SOLE 2000 0 0 OLD DOMINION FGHT LINES INC COM 679580100 356125 5041405 SH SOLE 4707477 0 333928 OLIN CORP COM PAR $1 680665205 138205 5473466 SH SOLE 5104317 0 369149 ORBITAL SCIENCES CORP COM 685564106 81861 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115861 2379574 SH SOLE 2226595 0 152979 SYMANTEC CORP COM 871503108 17344 737710 SH SOLE 703450 0 34260 TEJON RANCH CO COM 879080109 56814 2026180 SH SOLE 1885805 0 140375 TEJON RANCH CO *W EXP 08/31/201 879080133 686 340762 SH SOLE 317668 0 23094 TEMPUR SEALY INTL INC COM 88023U101 213661 3803828 SH SOLE 3600393 0 203435 TENET HEALTHCARE CORP COM NEW 88033G407 288388 4855828 SH SOLE 4597782 0 258046 TERADATA CORP DEL COM 88076W103 28539 680813 SH SOLE 675972 0 4841 THE ADT CORPORATION COM 00101J106 47303 1333981 SH SOLE 1324938 0 9043 TREDEGAR CORP COM 894650100 47012 2553572 SH SOLE 2268161 0 285411 U S G CORP COM NEW 903293405 34647 1260367 SH SOLE 1165539 0 94828 UNION PAC CORP COM 907818108 413 3807 SH SOLE 3807 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 76978 1539868 SH SOLE 1252120 0 287748 VISA INC COM CL A 92826C839 54468 255273 SH SOLE 158890 0 96383 VULCAN MATLS CO COM 929160109 11686 194023 SH SOLE 185134 0 8889 WAL-MART STORES INC COM 931142103 32394 423612 SH SOLE 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