LFL Advisers as of Sept. 30, 2024
Portfolio Holdings for LFL Advisers
LFL Advisers holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 14.0 | $39M | 172k | 226.30 | |
| Lamar Advertising Cl A (LAMR) | 14.0 | $39M | 291k | 133.60 | |
| Te Connectivity Reg Shs (TEL) | 13.2 | $37M | 245k | 150.99 | |
| Bank of New York Mellon Corporation (BK) | 11.1 | $31M | 430k | 71.86 | |
| Aon (AON) | 10.7 | $30M | 86k | 345.99 | |
| Progressive Corporation (PGR) | 10.5 | $29M | 116k | 253.76 | |
| Autoliv (ALV) | 9.8 | $27M | 294k | 93.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.3 | $20M | 121k | 167.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $14M | 29k | 460.26 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $13M | 200k | 64.81 |
