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 |
