$107 Million is the total value of LFL Advisers, LLC's 13 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CDW | Sell | CDW CORP | $35,780,000 | -4.3% | 620,000 | -13.6% | 33.46% | -5.9% |
| AXE | Sell | ANIXTER INTL INC | $14,123,000 | -6.3% | 178,100 | -4.2% | 13.20% | -7.9% |
| TEL | Sell | TE CONNECTIVITY LTD | $10,288,000 | +2.8% | 138,000 | -4.5% | 9.62% | +1.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $6,471,000 | -5.1% | 137,000 | -4.8% | 6.05% | -6.7% |
| WAIR | Sell | WESCO AIRCRAFT HLDGS INC | $2,825,000 | -28.1% | 247,827 | -5.7% | 2.64% | -29.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CDW CORP | 28 | Q3 2023 | 39.5% |
| TE CONNECTIVITY LTD | 28 | Q3 2023 | 16.2% |
| BANK NEW YORK MELLON CORP | 28 | Q3 2023 | 9.4% |
| LAMAR ADVERTISING CO NEW | 28 | Q3 2023 | 13.8% |
| PROGRESSIVE CORP OHIO | 28 | Q3 2023 | 6.9% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 4.3% |
| AUTOLIV INC | 18 | Q3 2023 | 14.6% |
| CARMAX INC | 17 | Q4 2020 | 20.2% |
| SCHWAB CHARLES CORP NEW | 15 | Q3 2023 | 7.0% |
| ALPHABET INC | 15 | Q3 2023 | 6.6% |
View LFL Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View LFL Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.