LFL Advisers as of June 30, 2018
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 37.9 | $48M | 588k | 80.79 | |
| CarMax (KMX) | 18.8 | $24M | 324k | 72.87 | |
| Anixter International | 12.2 | $15M | 243k | 63.30 | |
| Te Connectivity Ltd for (TEL) | 11.3 | $14M | 157k | 90.06 | |
| Bank of New York Mellon Corporation (BK) | 7.5 | $9.4M | 173k | 53.93 | |
| Progressive Corporation (PGR) | 5.8 | $7.2M | 122k | 59.15 | |
| Lamar Advertising Co-a (LAMR) | 3.3 | $4.1M | 60k | 68.31 | |
| Berkshire Hathaway (BRK.B) | 1.9 | $2.4M | 13k | 186.65 | |
| Wesco Aircraft Holdings | 1.1 | $1.3M | 120k | 11.25 | |
| Tempur-Pedic International (TPX) | 0.2 | $306k | 6.4k | 48.12 |
