LFL Advisers as of Dec. 31, 2017
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 33.4 | $35M | 500k | 69.49 | |
| Anixter International | 14.2 | $15M | 195k | 76.00 | |
| CarMax (KMX) | 12.9 | $14M | 210k | 64.13 | |
| Te Connectivity Ltd for | 12.3 | $13M | 134k | 95.04 | |
| Bank of New York Mellon Corporation (BK) | 7.7 | $8.0M | 148k | 53.86 | |
| Progressive Corporation (PGR) | 5.7 | $5.9M | 104k | 56.32 | |
| Paychex (PAYX) | 5.6 | $5.9M | 86k | 68.07 | |
| Lamar Advertising Co-a (LAMR) | 3.7 | $3.8M | 51k | 74.24 | |
| Wesco Aircraft Holdings | 2.4 | $2.5M | 339k | 7.40 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $2.2M | 11k | 198.19 |
