LFL Advisers as of June 30, 2022
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 20.8 | $40M | 255k | 157.56 | |
| Autoliv (ALV) | 13.6 | $26M | 368k | 71.57 | |
| Te Connectivity Reg Shs | 13.2 | $26M | 226k | 113.15 | |
| Lamar Advertising Cl A (LAMR) | 12.1 | $23M | 265k | 87.97 | |
| Aon (AON) | 11.0 | $21M | 79k | 269.68 | |
| Bank of New York Mellon Corporation (BK) | 8.4 | $16M | 391k | 41.71 | |
| Progressive Corporation (PGR) | 6.6 | $13M | 110k | 116.27 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $12M | 183k | 63.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $7.3M | 27k | 273.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $6.5M | 3.0k | 2187.31 | |
| Northern Trust Corporation (NTRS) | 1.1 | $2.1M | 22k | 96.48 |
