LFL Advisers as of Sept. 30, 2020
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 25.7 | $49M | 406k | 119.53 | |
| Te Connectivity Reg Shs (TEL) | 15.7 | $30M | 304k | 97.74 | |
| Autoliv (ALV) | 13.0 | $25M | 338k | 72.88 | |
| CarMax (KMX) | 12.7 | $24M | 262k | 91.91 | |
| Lamar Advertising Cl A (LAMR) | 10.0 | $19M | 285k | 66.17 | |
| Bank of New York Mellon Corporation (BK) | 7.7 | $15M | 424k | 34.34 | |
| Progressive Corporation (PGR) | 5.9 | $11M | 119k | 94.67 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $6.6M | 183k | 36.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $6.2M | 29k | 212.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.9M | 2.0k | 1469.50 | |
| Northern Trust Corporation (NTRS) | 0.9 | $1.7M | 22k | 77.99 |
