Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Cdw, KMX, Te Connectivity Ltd for, AXE, BK, and represent 82.01% of LFL Advisers's stock portfolio.
- Added to shares of these 1 stocks: ALV (+$7.16M).
- Started 1 new stock positions in ALV.
- Reduced shares in these 8 stocks: Cdw, KMX, Te Connectivity Ltd for, AXE, BK, PGR, BRK.B, Lamar Advertising Co-a.
- LFL Advisers was a net buyer of stock by $2.10M.
- LFL Advisers has $163.24M in assets under management (AUM), growing by 14.33%.
Companies in the LFL Advisers portfolio as of June 2019 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Te Connectivity Ltd for||11.55||196856||95.78|
|Anixter International (AXE)||9.41||257375||59.71|
|Bank of New York Mellon Corporation (BK)||6.32||233687||44.15|
|Progressive Corporation (PGR)||5.89||120344||79.93|
|Berkshire Hathaway (BRK.B)||3.22||24631||213.19|
|Lamar Advertising Co-a||2.94||59421||80.71|
|American Woodmark Corporation (AMWD)||1.56||30000||84.63|
Past 13F-HR SEC Filings by LFL Advisers
- LFL Advisers 2019 Q1 filed May 10, 2019
- LFL Advisers 2018 Q4 filed Feb. 13, 2019
- LFL Advisers 2018 Q3 filed Nov. 13, 2018
- LFL Advisers 2018 Q2 filed Aug. 13, 2018
- LFL Advisers 2018 Q1 filed May 10, 2018
- LFL Advisers 2017 Q4 filed Feb. 9, 2018
- LFL Advisers 2017 Q3 filed Nov. 8, 2017
- LFL Advisers 2017 Q2 filed Aug. 9, 2017
- LFL Advisers 2017 Q1 filed May 10, 2017
- LFL Advisers 2016 Q4 filed Feb. 7, 2017