LFL Advisers as of Sept. 30, 2022
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 20.7 | $39M | 250k | 156.08 | |
| Te Connectivity Reg Shs (TEL) | 12.9 | $24M | 221k | 110.36 | |
| Autoliv (ALV) | 12.8 | $24M | 362k | 66.63 | |
| Lamar Advertising Cl A (LAMR) | 11.4 | $22M | 261k | 82.49 | |
| Aon (AON) | 10.9 | $21M | 77k | 267.87 | |
| Bank of New York Mellon Corporation (BK) | 7.8 | $15M | 381k | 38.52 | |
| Charles Schwab Corporation (SCHW) | 6.8 | $13M | 178k | 71.87 | |
| Progressive Corporation (PGR) | 6.6 | $12M | 107k | 116.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $10M | 108k | 96.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $7.0M | 26k | 267.01 | |
| Northern Trust Corporation (NTRS) | 1.0 | $1.8M | 21k | 85.56 |
