LFL Advisers as of Dec. 31, 2023
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 23.7 | $54M | 239k | 227.32 | |
| Te Connectivity Reg Shs | 12.6 | $29M | 207k | 140.50 | |
| Autoliv (ALV) | 11.9 | $27M | 248k | 110.19 | |
| Lamar Advertising Cl A (LAMR) | 11.4 | $26M | 246k | 106.28 | |
| Aon (AON) | 9.2 | $21M | 73k | 291.02 | |
| Bank of New York Mellon Corporation (BK) | 8.2 | $19M | 363k | 52.05 | |
| Progressive Corporation (PGR) | 7.0 | $16M | 102k | 159.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $15M | 103k | 140.93 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $12M | 170k | 68.80 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $8.9M | 25k | 356.66 | |
| Northern Trust Corporation (NTRS) | 0.7 | $1.7M | 20k | 84.38 |
