LFL Advisers as of June 30, 2017
Portfolio Holdings for LFL Advisers
LFL Advisers holds 12 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 33.4 | $36M | 570k | 62.53 | |
| Anixter International | 13.1 | $14M | 178k | 78.20 | |
| Te Connectivity Ltd for | 10.2 | $11M | 138k | 78.68 | |
| CarMax (KMX) | 9.8 | $10M | 165k | 63.06 | |
| Signet Jewelers (SIG) | 8.9 | $9.5M | 150k | 63.24 | |
| Bank of New York Mellon Corporation (BK) | 6.6 | $7.0M | 137k | 51.02 | |
| Paychex (PAYX) | 4.7 | $5.0M | 89k | 56.94 | |
| Progressive Corporation (PGR) | 4.0 | $4.3M | 97k | 44.09 | |
| Wesco Aircraft Holdings | 3.5 | $3.8M | 348k | 10.85 | |
| Lamar Advertising Co-a (LAMR) | 3.3 | $3.5M | 48k | 73.56 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $1.7M | 10k | 169.41 | |
| Zebra Technologies (ZBRA) | 0.9 | $1.0M | 10k | 100.50 |
