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 | 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 |