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 |
