LFL Advisers as of June 30, 2023
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 21.2 | $46M | 251k | 183.50 | |
| Te Connectivity Reg Shs | 14.0 | $30M | 217k | 140.16 | |
| Aon (AON) | 12.2 | $26M | 77k | 345.20 | |
| Lamar Advertising Cl A (LAMR) | 11.8 | $26M | 259k | 99.25 | |
| Autoliv (ALV) | 11.0 | $24M | 281k | 85.04 | |
| Bank of New York Mellon Corporation (BK) | 7.8 | $17M | 381k | 44.52 | |
| Progressive Corporation (PGR) | 6.5 | $14M | 107k | 132.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.0 | $13M | 108k | 120.97 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $10M | 178k | 56.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $8.9M | 26k | 341.00 | |
| Northern Trust Corporation (NTRS) | 0.7 | $1.6M | 21k | 74.14 |
