LFL Advisers as of June 30, 2021
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 22.3 | $48M | 273k | 174.65 | |
| Te Connectivity Reg Shs | 14.3 | $31M | 226k | 135.21 | |
| Autoliv (ALV) | 14.3 | $31M | 313k | 97.76 | |
| Lamar Advertising Cl A (LAMR) | 12.9 | $28M | 265k | 104.42 | |
| Bank of New York Mellon Corporation (BK) | 9.4 | $20M | 391k | 51.23 | |
| Aon (AON) | 8.7 | $19M | 78k | 238.76 | |
| Charles Schwab Corporation (SCHW) | 6.1 | $13M | 180k | 72.81 | |
| Progressive Corporation (PGR) | 5.0 | $11M | 110k | 98.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $7.5M | 27k | 277.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $4.9M | 2.0k | 2506.37 | |
| Northern Trust Corporation (NTRS) | 1.2 | $2.5M | 22k | 115.62 |
