LFL Advisers as of March 31, 2018
Portfolio Holdings for LFL Advisers
LFL Advisers holds 9 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 34.3 | $41M | 588k | 70.31 | |
| CarMax (KMX) | 16.6 | $20M | 324k | 61.94 | |
| Anixter International | 14.3 | $17M | 228k | 75.75 | |
| Te Connectivity Ltd for | 13.0 | $16M | 157k | 99.90 | |
| Bank of New York Mellon Corporation (BK) | 7.4 | $8.9M | 173k | 51.53 | |
| Progressive Corporation (PGR) | 6.2 | $7.4M | 122k | 60.93 | |
| Lamar Advertising Co-a (LAMR) | 3.2 | $3.8M | 60k | 63.67 | |
| Wesco Aircraft Holdings | 2.8 | $3.4M | 331k | 10.25 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $2.6M | 13k | 199.50 |
