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 |
