$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| KMX | CARMAX INC | $9,771,000 | -8.0% | 165,000 | 0.0% | 9.14% | -9.6% | |
| PAYX | PAYCHEX INC | $5,213,000 | -3.2% | 88,500 | 0.0% | 4.87% | -4.9% | |
| PGR | PROGRESSIVE CORP OHIO | $3,793,000 | +10.4% | 96,797 | 0.0% | 3.55% | +8.5% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $3,605,000 | +13.2% | 61,200 | 0.0% | 3.37% | +11.2% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $3,565,000 | +11.2% | 47,700 | 0.0% | 3.33% | +9.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,700,000 | +2.3% | 10,200 | 0.0% | 1.59% | +0.5% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPcl a | $913,000 | +6.4% | 10,000 | 0.0% | 0.85% | +4.7% |
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.