LFL Advisers as of June 30, 2020
Portfolio Holdings for LFL Advisers
LFL Advisers holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 24.9 | $48M | 413k | 116.18 | |
| CarMax (KMX) | 18.0 | $35M | 386k | 89.55 | |
| Te Connectivity Reg Shs | 13.1 | $25M | 310k | 81.55 | |
| Autoliv (ALV) | 11.5 | $22M | 344k | 64.51 | |
| Lamar Advertising Cl A (LAMR) | 10.1 | $19M | 290k | 66.76 | |
| Bank of New York Mellon Corporation (BK) | 8.7 | $17M | 431k | 38.65 | |
| Progressive Corporation (PGR) | 5.0 | $9.7M | 121k | 80.11 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $6.2M | 183k | 33.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $5.3M | 30k | 178.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.8M | 2.0k | 1413.50 | |
| Northern Trust Corporation (NTRS) | 0.9 | $1.7M | 22k | 79.36 | |
| American Woodmark Corporation (AMWD) | 0.4 | $745k | 9.8k | 75.68 |
