LFL Advisers

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 (TEL) 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