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 |
