LFL Advisers as of Sept. 30, 2018
Portfolio Holdings for LFL Advisers
LFL Advisers holds 8 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 39.5 | $52M | 588k | 88.92 | |
| CarMax (KMX) | 18.3 | $24M | 324k | 74.67 | |
| Anixter International | 12.9 | $17M | 243k | 70.30 | |
| Te Connectivity Ltd for | 10.4 | $14M | 157k | 87.93 | |
| Bank of New York Mellon Corporation (BK) | 6.7 | $8.8M | 173k | 50.99 | |
| Progressive Corporation (PGR) | 6.5 | $8.6M | 122k | 71.04 | |
| Lamar Advertising Co-a (LAMR) | 3.5 | $4.7M | 60k | 77.81 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $2.8M | 13k | 214.14 |
