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 |
