LFL Advisers as of Sept. 30, 2017
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 33.8 | $38M | 570k | 66.00 | |
| Anixter International | 13.6 | $15M | 178k | 85.00 | |
| CarMax (KMX) | 11.2 | $13M | 165k | 75.81 | |
| Te Connectivity Ltd for | 10.3 | $12M | 138k | 83.06 | |
| Signet Jewelers (SIG) | 8.0 | $8.9M | 133k | 66.55 | |
| Bank of New York Mellon Corporation (BK) | 6.5 | $7.3M | 137k | 53.02 | |
| Paychex (PAYX) | 4.8 | $5.3M | 89k | 59.95 | |
| Progressive Corporation (PGR) | 4.2 | $4.7M | 97k | 48.42 | |
| Wesco Aircraft Holdings | 2.9 | $3.3M | 348k | 9.40 | |
| Lamar Advertising Co-a (LAMR) | 2.9 | $3.3M | 48k | 68.53 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $1.9M | 10k | 183.33 |
