LFL Advisers as of March 31, 2019
Portfolio Holdings for LFL Advisers
LFL Advisers holds 9 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 37.0 | $53M | 549k | 96.37 | |
| CarMax (KMX) | 18.7 | $27M | 382k | 69.80 | |
| Te Connectivity Ltd for | 11.2 | $16M | 198k | 80.75 | |
| Anixter International | 10.2 | $15M | 259k | 56.11 | |
| Bank of New York Mellon Corporation (BK) | 8.3 | $12M | 235k | 50.43 | |
| Progressive Corporation (PGR) | 6.1 | $8.7M | 121k | 72.09 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $5.0M | 25k | 200.88 | |
| Lamar Advertising Co-a (LAMR) | 3.3 | $4.7M | 60k | 79.25 | |
| American Woodmark Corporation (AMWD) | 1.7 | $2.5M | 30k | 82.63 |
