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Name: |
LFL Advisers LLC |
City: |
EVANSTON |
State: |
IL |
Zip: |
60201 |
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data |
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Holdings
Found :
11 |
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Increased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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CDW |
Cdw Corp |
1 |
- |
$223.64 |
$63,190,000 |
247,050 |
22.81% |
8,759,000 |
7,604 |
0.173 |
Catalog & Mail Order ... |
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TEL |
Te Connectivity Ltd |
2 |
- |
$144.94 |
$32,809,000 |
225,897 |
11.84% |
3,748,000 |
19,058 |
0.068 |
Diversified Electronics |
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ALV |
Autoliv Inc |
3 |
- |
$114.83 |
$32,659,000 |
271,184 |
11.79% |
5,292,000 |
22,826 |
0.31 |
Auto Parts |
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LAMR |
Lamar Advertising Co |
4 |
- |
$119.91 |
$32,118,000 |
268,975 |
11.59% |
5,955,000 |
22,802 |
0.311 |
Marketing Services |
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AON |
Aon Plc |
5 |
- |
$292.45 |
$26,552,000 |
79,564 |
9.58% |
5,354,000 |
6,724 |
0.035 |
Life & Health Insurance |
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PGR |
Progressive Corp |
6 |
- |
$209.22 |
$22,977,000 |
111,097 |
8.29% |
6,779,000 |
9,403 |
0.019 |
Property & Casualty I... |
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BK |
Bank of New York Mellon Corp |
7 |
- |
$59.50 |
$22,855,000 |
396,650 |
8.25% |
3,957,000 |
33,574 |
0.045 |
Domestic Money Center... |
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GOOG |
Alphabet Inc |
8 |
- |
$177.29 |
$17,065,000 |
112,077 |
6.16% |
2,606,000 |
9,477 |
0.002 |
Search Engines & Info... |
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SCHW |
Charles Schwab Corp |
9 |
- |
$78.78 |
$13,403,000 |
185,278 |
4.84% |
1,734,000 |
15,664 |
0.01 |
Investment Brokerage ... |
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BRK.B |
Berkshire Hathaway B |
10 |
- |
$416.94 |
$11,433,000 |
27,188 |
4.13% |
2,556,000 |
2,300 |
0.002 |
Property & Casualty I... |
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NTRS |
Northern Trust Corp |
11 |
- |
$85.51 |
$1,981,000 |
22,275 |
0.72% |
264,000 |
1,925 |
0.011 |
Domestic Regional Banks |
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