LFL Advisers as of June 30, 2024
Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 17.0 | $43M | 193k | 223.84 | |
| Te Connectivity Reg Shs | 13.3 | $34M | 224k | 150.43 | |
| Lamar Advertising Cl A (LAMR) | 12.6 | $32M | 267k | 119.53 | |
| Autoliv (ALV) | 11.3 | $29M | 269k | 106.99 | |
| Bank of New York Mellon Corporation (BK) | 9.3 | $24M | 394k | 59.89 | |
| Aon (AON) | 9.1 | $23M | 79k | 293.58 | |
| Progressive Corporation (PGR) | 9.0 | $23M | 110k | 207.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.0 | $20M | 111k | 183.42 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $14M | 184k | 73.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $11M | 27k | 406.80 | |
| Northern Trust Corporation (NTRS) | 0.7 | $1.9M | 22k | 83.98 |
