$167 Million is the total value of LFL Advisers, LLC's 10 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CDW | Sell | CDW CORP | $59,987,000 | +2.2% | 419,960 | -11.8% | 35.89% | +3.8% |
| KMX | Sell | CARMAX INC | $31,139,000 | -6.8% | 355,180 | -6.4% | 18.63% | -5.3% |
| TEL | TE CONNECTIVITY LTD | $18,867,000 | +2.9% | 196,856 | 0.0% | 11.29% | +4.5% | |
| AXE | Sell | ANIXTER INTL INC | $13,350,000 | -26.3% | 144,956 | -44.7% | 7.99% | -25.2% |
| BK | BANK NEW YORK MELLON CORP | $11,761,000 | +11.3% | 233,687 | 0.0% | 7.04% | +13.1% | |
| ALV | AUTOLIV INC | $9,321,000 | +7.0% | 110,430 | 0.0% | 5.58% | +8.7% | |
| PGR | PROGRESSIVE CORP OHIO | $8,712,000 | -6.3% | 120,344 | 0.0% | 5.21% | -4.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $5,579,000 | +8.9% | 24,631 | 0.0% | 3.34% | +10.6% | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $5,304,000 | +9.0% | 59,421 | 0.0% | 3.17% | +10.7% | |
| AMWD | AMERICAN WOODMARK CORPORATION | $3,135,000 | +17.5% | 30,000 | 0.0% | 1.88% | +19.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
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.