LFL Advisers as of Dec. 31, 2016
Portfolio Holdings for LFL Advisers
LFL Advisers holds 13 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 35.6 | $37M | 718k | 52.09 | |
| Anixter International | 14.3 | $15M | 186k | 81.05 | |
| CarMax (KMX) | 10.1 | $11M | 165k | 64.39 | |
| Te Connectivity Ltd for | 9.5 | $10M | 145k | 69.28 | |
| Bank of New York Mellon Corporation (BK) | 6.5 | $6.8M | 144k | 47.38 | |
| Paychex (PAYX) | 5.1 | $5.4M | 89k | 60.88 | |
| Wesco Aircraft Holdings | 3.7 | $3.9M | 263k | 14.95 | |
| Signet Jewelers (SIG) | 3.4 | $3.5M | 37k | 94.27 | |
| Progressive Corporation (PGR) | 3.3 | $3.4M | 97k | 35.50 | |
| Lamar Advertising Co-a (LAMR) | 3.0 | $3.2M | 48k | 67.23 | |
| Carnival Corporation (CCL) | 3.0 | $3.2M | 61k | 52.06 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $1.7M | 10k | 162.94 | |
| Zebra Technologies (ZBRA) | 0.8 | $858k | 10k | 85.80 |
