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 | 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 |
