LFL Advisers as of March 31, 2017
Portfolio Holdings for LFL Advisers
LFL Advisers holds 13 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 33.5 | $36M | 620k | 57.71 | |
| Anixter International | 13.2 | $14M | 178k | 79.30 | |
| Te Connectivity Ltd for | 9.6 | $10M | 138k | 74.55 | |
| CarMax (KMX) | 9.1 | $9.8M | 165k | 59.22 | |
| Signet Jewelers (SIG) | 8.3 | $8.9M | 129k | 69.27 | |
| Bank of New York Mellon Corporation (BK) | 6.0 | $6.5M | 137k | 47.23 | |
| Paychex (PAYX) | 4.9 | $5.2M | 89k | 58.90 | |
| Progressive Corporation (PGR) | 3.5 | $3.8M | 97k | 39.19 | |
| Carnival Corporation (CCL) | 3.4 | $3.6M | 61k | 58.91 | |
| Lamar Advertising Co-a (LAMR) | 3.3 | $3.6M | 48k | 74.74 | |
| Wesco Aircraft Holdings | 2.6 | $2.8M | 248k | 11.40 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $1.7M | 10k | 166.67 | |
| Zebra Technologies (ZBRA) | 0.8 | $913k | 10k | 91.30 |
