LFL Advisers
Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CDW, TEL, ALV, LAMR, AON, and represent 67.62% of LFL Advisers's stock portfolio.
- Added to shares of these 10 stocks: TEL, ALV, LAMR, AON, CDW, PGR, BK, GOOG, SCHW, BRK.B.
- LFL Advisers was a net buyer of stock by $20M.
- LFL Advisers has $277M in assets under management (AUM), dropping by 20.43%.
- Central Index Key (CIK): 0001694127
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Portfolio Holdings for LFL Advisers
LFL Advisers holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cdw (CDW) | 22.8 | $63M | +3% | 247k | 255.78 |
|
| Te Connectivity Reg Shs (TEL) | 11.8 | $33M | +9% | 226k | 145.24 |
|
| Autoliv (ALV) | 11.8 | $33M | +9% | 271k | 120.43 |
|
| Lamar Advertising Cl A (LAMR) | 11.6 | $32M | +9% | 269k | 119.41 |
|
| Aon (AON) | 9.6 | $27M | +9% | 80k | 333.72 |
|
| Progressive Corporation (PGR) | 8.3 | $23M | +9% | 111k | 206.82 |
|
| Bank of New York Mellon Corporation (BK) | 8.2 | $23M | +9% | 397k | 57.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $17M | +9% | 112k | 152.26 |
|
| Charles Schwab Corporation (SCHW) | 4.8 | $13M | +9% | 185k | 72.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $11M | +9% | 27k | 420.52 |
|
| Northern Trust Corporation (NTRS) | 0.7 | $2.0M | +9% | 22k | 88.92 |
|
Past Filings by LFL Advisers
SEC 13F filings are viewable for LFL Advisers going back to 2016
- LFL Advisers 2024 Q1 filed May 13, 2024
- LFL Advisers 2023 Q4 filed Feb. 14, 2024
- LFL Advisers 2023 Q3 filed Nov. 13, 2023
- LFL Advisers 2023 Q2 filed Aug. 14, 2023
- LFL Advisers 2023 Q1 filed May 12, 2023
- LFL Advisers 2022 Q4 filed Feb. 14, 2023
- LFL Advisers 2022 Q3 filed Nov. 10, 2022
- LFL Advisers 2022 Q2 filed Aug. 12, 2022
- LFL Advisers 2022 Q1 filed May 13, 2022
- LFL Advisers 2021 Q4 filed Feb. 14, 2022
- LFL Advisers 2021 Q3 filed Nov. 12, 2021
- LFL Advisers 2021 Q2 filed Aug. 13, 2021
- LFL Advisers 2021 Q1 filed May 14, 2021
- LFL Advisers 2020 Q4 filed Feb. 12, 2021
- LFL Advisers 2020 Q3 filed Nov. 12, 2020
- LFL Advisers 2020 Q2 filed Aug. 13, 2020