LFL Advisers as of March 31, 2022
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 20.4 | $46M | 255k | 178.89 | |
| Lamar Advertising Cl A (LAMR) | 13.8 | $31M | 265k | 116.18 | |
| Te Connectivity Reg Shs (TEL) | 13.3 | $30M | 226k | 130.98 | |
| Autoliv (ALV) | 12.0 | $27M | 352k | 76.44 | |
| Aon (AON) | 11.5 | $26M | 79k | 325.63 | |
| Bank of New York Mellon Corporation (BK) | 8.7 | $19M | 391k | 49.63 | |
| Charles Schwab Corporation (SCHW) | 6.9 | $15M | 183k | 84.31 | |
| Progressive Corporation (PGR) | 5.6 | $13M | 110k | 113.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $9.5M | 27k | 352.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $5.5M | 2.0k | 2793.17 | |
| Northern Trust Corporation (NTRS) | 1.1 | $2.6M | 22k | 116.44 |
