LFL Advisers as of Dec. 31, 2018
Portfolio Holdings for LFL Advisers
LFL Advisers holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 35.1 | $45M | 552k | 81.05 | |
| CarMax (KMX) | 18.9 | $24M | 384k | 62.73 | |
| Te Connectivity Ltd for | 11.8 | $15M | 199k | 75.63 | |
| Anixter International | 11.1 | $14M | 261k | 54.31 | |
| Bank of New York Mellon Corporation (BK) | 8.7 | $11M | 236k | 47.07 | |
| Progressive Corporation (PGR) | 5.8 | $7.3M | 122k | 60.33 | |
| Berkshire Hathaway (BRK.B) | 4.0 | $5.1M | 25k | 204.20 | |
| Lamar Advertising Co-a (LAMR) | 3.3 | $4.2M | 60k | 69.17 | |
| American Woodmark Corporation (AMWD) | 1.3 | $1.7M | 30k | 55.67 |
