LFL Advisers as of March 31, 2023
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 21.9 | $49M | 250k | 194.89 | |
| Autoliv (ALV) | 14.6 | $33M | 349k | 93.36 | |
| Te Connectivity Reg Shs (TEL) | 12.8 | $29M | 217k | 131.15 | |
| Lamar Advertising Cl A (LAMR) | 11.6 | $26M | 259k | 99.89 | |
| Aon (AON) | 10.8 | $24M | 77k | 315.29 | |
| Bank of New York Mellon Corporation (BK) | 7.8 | $17M | 381k | 45.44 | |
| Progressive Corporation (PGR) | 6.9 | $15M | 107k | 143.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $11M | 108k | 104.00 | |
| Charles Schwab Corporation (SCHW) | 4.2 | $9.3M | 178k | 52.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $8.1M | 26k | 308.77 | |
| Northern Trust Corporation (NTRS) | 0.8 | $1.9M | 21k | 88.13 |
