LFL Advisers as of Dec. 31, 2022
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 21.2 | $45M | 250k | 178.58 | |
| Autoliv (ALV) | 13.1 | $28M | 362k | 76.58 | |
| Te Connectivity Reg Shs (TEL) | 12.0 | $25M | 221k | 114.80 | |
| Lamar Advertising Cl A (LAMR) | 11.7 | $25M | 261k | 94.40 | |
| Aon (AON) | 10.9 | $23M | 77k | 300.14 | |
| Bank of New York Mellon Corporation (BK) | 8.2 | $17M | 381k | 45.52 | |
| Charles Schwab Corporation (SCHW) | 7.0 | $15M | 178k | 83.26 | |
| Progressive Corporation (PGR) | 6.6 | $14M | 107k | 129.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $9.6M | 108k | 88.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $8.1M | 26k | 308.90 | |
| Northern Trust Corporation (NTRS) | 0.9 | $1.9M | 21k | 88.49 |
