LFL Advisers as of Dec. 31, 2019
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 35.9 | $60M | 420k | 142.84 | |
| CarMax (KMX) | 18.6 | $31M | 355k | 87.67 | |
| Te Connectivity Ltd for (TEL) | 11.3 | $19M | 197k | 95.84 | |
| Anixter International | 8.0 | $13M | 145k | 92.10 | |
| Bank of New York Mellon Corporation (BK) | 7.0 | $12M | 234k | 50.33 | |
| Autoliv (ALV) | 5.6 | $9.3M | 110k | 84.41 | |
| Progressive Corporation (PGR) | 5.2 | $8.7M | 120k | 72.39 | |
| Berkshire Hathaway (BRK.B) | 3.3 | $5.6M | 25k | 226.50 | |
| Lamar Advertising Co-a (LAMR) | 3.2 | $5.3M | 59k | 89.26 | |
| American Woodmark Corporation (AMWD) | 1.9 | $3.1M | 30k | 104.50 |
