LFL Advisers as of Dec. 31, 2021
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 21.6 | $52M | 255k | 204.78 | |
| Te Connectivity Reg Shs | 15.1 | $37M | 226k | 161.34 | |
| Autoliv (ALV) | 13.4 | $32M | 313k | 103.41 | |
| Lamar Advertising Cl A (LAMR) | 13.3 | $32M | 265k | 121.30 | |
| Aon (AON) | 9.7 | $23M | 78k | 300.56 | |
| Bank of New York Mellon Corporation (BK) | 9.4 | $23M | 391k | 58.08 | |
| Charles Schwab Corporation (SCHW) | 6.3 | $15M | 180k | 84.10 | |
| Progressive Corporation (PGR) | 4.7 | $11M | 110k | 102.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $8.0M | 27k | 299.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $5.7M | 2.0k | 2893.53 | |
| Northern Trust Corporation (NTRS) | 1.1 | $2.6M | 22k | 119.59 |
