LFL Advisers as of Dec. 31, 2020
Portfolio Holdings for LFL Advisers
LFL Advisers holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 18.9 | $40M | 300k | 131.79 | |
| Te Connectivity Reg Shs (TEL) | 16.2 | $34M | 280k | 121.07 | |
| Autoliv (ALV) | 14.0 | $29M | 319k | 92.10 | |
| Lamar Advertising Cl A (LAMR) | 10.8 | $23M | 271k | 83.22 | |
| CarMax (KMX) | 9.3 | $19M | 206k | 94.46 | |
| Bank of New York Mellon Corporation (BK) | 7.9 | $17M | 391k | 42.44 | |
| Aon (AON) | 7.3 | $15M | 72k | 211.26 | |
| Progressive Corporation (PGR) | 5.2 | $11M | 110k | 98.88 | |
| Charles Schwab Corporation (SCHW) | 4.7 | $9.7M | 183k | 53.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $6.2M | 27k | 231.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.5M | 2.0k | 1752.00 | |
| Northern Trust Corporation (NTRS) | 1.0 | $2.0M | 22k | 93.15 |
