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 | 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 |
