LFL Advisers

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 (TEL) 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