LFL Advisers as of March 31, 2020
Portfolio Holdings for LFL Advisers
LFL Advisers holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 24.2 | $39M | 415k | 93.27 | |
| CarMax (KMX) | 15.2 | $24M | 452k | 53.83 | |
| Te Connectivity Ltd for (TEL) | 12.3 | $20M | 311k | 62.98 | |
| Autoliv (ALV) | 9.9 | $16M | 343k | 46.01 | |
| Lamar Advertising Co-a (LAMR) | 9.4 | $15M | 291k | 51.28 | |
| Bank of New York Mellon Corporation (BK) | 9.1 | $15M | 433k | 33.68 | |
| Progressive Corporation (PGR) | 5.6 | $8.9M | 120k | 73.84 | |
| Booking Holdings (BKNG) | 4.1 | $6.5M | 4.9k | 1345.28 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $6.2M | 183k | 33.62 | |
| Berkshire Hathaway (BRK.B) | 3.4 | $5.4M | 30k | 182.82 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $2.3M | 2.0k | 1163.00 | |
| Northern Trust Corporation (NTRS) | 1.0 | $1.7M | 22k | 75.48 | |
| American Woodmark Corporation (AMWD) | 0.3 | $449k | 9.8k | 45.61 | |
| Anixter International | 0.2 | $351k | 4.0k | 87.75 |
