LFL Advisers as of June 30, 2019
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 34.5 | $56M | 508k | 111.00 | |
| CarMax (KMX) | 20.2 | $33M | 380k | 86.83 | |
| Te Connectivity Ltd for | 11.6 | $19M | 197k | 95.78 | |
| Anixter International | 9.4 | $15M | 257k | 59.71 | |
| Bank of New York Mellon Corporation (BK) | 6.3 | $10M | 234k | 44.15 | |
| Progressive Corporation (PGR) | 5.9 | $9.6M | 120k | 79.93 | |
| Autoliv (ALV) | 4.4 | $7.2M | 102k | 70.51 | |
| Berkshire Hathaway (BRK.B) | 3.2 | $5.3M | 25k | 213.19 | |
| Lamar Advertising Co-a (LAMR) | 2.9 | $4.8M | 59k | 80.71 | |
| American Woodmark Corporation (AMWD) | 1.6 | $2.5M | 30k | 84.63 |
