LFL Advisers as of March 31, 2024
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 | 247k | 255.78 | |
| Te Connectivity Reg Shs (TEL) | 11.8 | $33M | 226k | 145.24 | |
| Autoliv (ALV) | 11.8 | $33M | 271k | 120.43 | |
| Lamar Advertising Cl A (LAMR) | 11.6 | $32M | 269k | 119.41 | |
| Aon (AON) | 9.6 | $27M | 80k | 333.72 | |
| Progressive Corporation (PGR) | 8.3 | $23M | 111k | 206.82 | |
| Bank of New York Mellon Corporation (BK) | 8.2 | $23M | 397k | 57.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $17M | 112k | 152.26 | |
| Charles Schwab Corporation (SCHW) | 4.8 | $13M | 185k | 72.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $11M | 27k | 420.52 | |
| Northern Trust Corporation (NTRS) | 0.7 | $2.0M | 22k | 88.92 |
