LFL Advisers as of Sept. 30, 2023
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 23.6 | $48M | 239k | 201.76 | |
| Te Connectivity Reg Shs | 12.5 | $26M | 207k | 123.53 | |
| Autoliv (ALV) | 11.7 | $24M | 248k | 96.48 | |
| Aon (AON) | 11.5 | $24M | 73k | 324.22 | |
| Lamar Advertising Cl A (LAMR) | 10.0 | $21M | 246k | 83.47 | |
| Bank of New York Mellon Corporation (BK) | 7.6 | $16M | 363k | 42.65 | |
| Progressive Corporation (PGR) | 6.9 | $14M | 102k | 139.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $14M | 103k | 131.85 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $9.3M | 170k | 54.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $8.7M | 25k | 350.30 | |
| Northern Trust Corporation (NTRS) | 0.7 | $1.4M | 20k | 69.48 |
