LFL Advisers as of March 31, 2021
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 22.7 | $46M | 278k | 165.75 | |
| Te Connectivity Reg Shs (TEL) | 14.6 | $30M | 230k | 129.11 | |
| Autoliv (ALV) | 14.6 | $30M | 319k | 92.80 | |
| Lamar Advertising Cl A (LAMR) | 12.5 | $25M | 271k | 93.92 | |
| Bank of New York Mellon Corporation (BK) | 9.1 | $19M | 391k | 47.29 | |
| Aon (AON) | 8.8 | $18M | 78k | 230.12 | |
| Charles Schwab Corporation (SCHW) | 5.9 | $12M | 183k | 65.18 | |
| Progressive Corporation (PGR) | 5.2 | $11M | 110k | 95.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $6.9M | 27k | 255.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $4.1M | 2.0k | 2068.50 | |
| Northern Trust Corporation (NTRS) | 1.1 | $2.3M | 22k | 105.11 |
