LFL Advisers

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 81.94% of LFL Advisers's stock portfolio.
  • Added to shares of these 2 stocks: ALV, AXE.
  • Reduced shares in these 1 stocks: Cdw.
  • LFL Advisers was a net seller of stock by $2.88M.
  • LFL Advisers has $169.77M in assets under management (AUM), growing by 4.00%.

Companies in the LFL Advisers portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Cdw 34.56 476082 -6% 123.24
CarMax (KMX) 19.68 379589 88.00
Te Connectivity Ltd for 10.80 196856 93.18
Anixter International (AXE) 10.67 262175 69.12
Bank of New York Mellon Corporation (BK) 6.22 233687 45.21
Progressive Corporation (PGR) 5.48 120344 77.25
Autoliv (ALV) 5.13 110430 +8% 78.88
Berkshire Hathaway (BRK.B) 3.02 24631 208.03
Lamar Advertising Co-a 2.87 59421 81.92
American Woodmark Corporation (AMWD) 1.57 30000 88.90

Past 13F-HR SEC Filings by LFL Advisers

View All Filings