LFL Advisers as of Sept. 30, 2021
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 22.8 | $50M | 273k | 182.02 | |
| Te Connectivity Reg Shs | 14.2 | $31M | 226k | 137.22 | |
| Lamar Advertising Cl A (LAMR) | 13.8 | $30M | 265k | 113.45 | |
| Autoliv (ALV) | 12.3 | $27M | 313k | 85.72 | |
| Aon (AON) | 10.2 | $22M | 78k | 285.77 | |
| Bank of New York Mellon Corporation (BK) | 9.3 | $20M | 391k | 51.84 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $13M | 180k | 72.84 | |
| Progressive Corporation (PGR) | 4.5 | $9.9M | 110k | 90.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $7.3M | 27k | 272.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $5.2M | 2.0k | 2665.31 | |
| Northern Trust Corporation (NTRS) | 1.1 | $2.4M | 22k | 107.81 |
