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 |
