$127 Million is the total value of LFL Advisers, LLC's 9 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CDW | Sell | CDW CORP | $44,740,000 | -14.4% | 552,000 | -6.1% | 35.11% | -11.2% |
| KMX | Buy | CARMAX INC | $24,088,000 | -0.4% | 384,000 | +18.5% | 18.90% | +3.4% |
| TEL | Buy | TE CONNECTIVITY LTD | $15,061,000 | +9.0% | 199,146 | +26.7% | 11.82% | +13.1% |
| AXE | Buy | ANIXTER INTL INC | $14,155,000 | -17.0% | 260,641 | +7.5% | 11.11% | -13.8% |
| BK | Buy | BANK NEW YORK MELLON CORP | $11,127,000 | +25.8% | 236,401 | +36.3% | 8.73% | +30.6% |
| PGR | PROGRESSIVE CORP OHIO | $7,345,000 | -15.1% | 121,746 | 0.0% | 5.76% | -11.9% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,088,000 | +83.9% | 24,917 | +92.9% | 3.99% | +91.0% |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $4,158,000 | -11.1% | 60,111 | 0.0% | 3.26% | -7.7% | |
| AMWD | New | AMERICAN WOODMARK CORPORATION | $1,670,000 | – | 30,000 | +100.0% | 1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-12 |
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.