LFL Advisers as of Sept. 30, 2019
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 34.6 | $59M | 476k | 123.24 | |
| CarMax (KMX) | 19.7 | $33M | 380k | 88.00 | |
| Te Connectivity Ltd for | 10.8 | $18M | 197k | 93.18 | |
| Anixter International | 10.7 | $18M | 262k | 69.12 | |
| Bank of New York Mellon Corporation (BK) | 6.2 | $11M | 234k | 45.21 | |
| Progressive Corporation (PGR) | 5.5 | $9.3M | 120k | 77.25 | |
| Autoliv (ALV) | 5.1 | $8.7M | 110k | 78.88 | |
| Berkshire Hathaway (BRK.B) | 3.0 | $5.1M | 25k | 208.03 | |
| Lamar Advertising Co-a (LAMR) | 2.9 | $4.9M | 59k | 81.92 | |
| American Woodmark Corporation (AMWD) | 1.6 | $2.7M | 30k | 88.90 |
