Latest LFL Advisers, LLC Stock Portfolio
$277Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About LFL Advisers, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LFL Advisers, LLC reported an equity portfolio of $277 Millions as of 31 Mar, 2024.
The top stock holdings of LFL Advisers, LLC are CDW, TEL, ALV. The fund has invested 22.8% of it's portfolio in CDW CORP and 11.8% of portfolio in TE CONNECTIVITY LTD.
The fund showed a lot of confidence in some stocks as they added substantially to NORTHERN TRUST CORP (NTRS), LAMAR ADVERTISING CO NEW (LAMR) and BANK NEW YORK MELLON CORP (BK).
The top stock holdings of LFL Advisers, LLC are CDW, TEL, ALV. The fund has invested 22.8% of it's portfolio in CDW CORP and 11.8% of portfolio in TE CONNECTIVITY LTD.
The fund showed a lot of confidence in some stocks as they added substantially to NORTHERN TRUST CORP (NTRS), LAMAR ADVERTISING CO NEW (LAMR) and BANK NEW YORK MELLON CORP (BK).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| NORTHERN TRUST CORP | 9.46 |
| LAMAR ADVERTISING CO NEW | 9.26 |
| BANK NEW YORK MELLON CORP | 9.25 |
| PROGRESSIVE CORP OHIO | 9.25 |
| ALPHABET INC | 9.24 |
| SCHWAB CHARLES CORP NEW | 9.24 |
| BERKSHIRE HATHAWAY INC DEL | 9.24 |
| AON PLC | 9.23 |
Additions to existing portfolio by LFL Advisers, LLC
Reductions
Sold off
Current Stock Holdings of LFL Advisers, LLC
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ALV | AUTOLIV INC | 11.79 | 271,184 | 32,658,700 | ADDED | 9.19 | |
| AON | AON PLC | 9.58 | 79,564 | 26,552,100 | ADDED | 9.23 | |
| BK | BANK NEW YORK MELLON CORP | 8.25 | 396,650 | 22,855,000 | ADDED | 9.25 | |
| CDW | CDW CORP | 22.81 | 247,050 | 63,190,400 | ADDED | 3.18 | |
| GOOG | ALPHABET INC | 6.16 | 112,077 | 17,064,800 | ADDED | 9.24 | |
| LAMR | LAMAR ADVERTISING CO NEW | 11.59 | 268,975 | 32,118,300 | ADDED | 9.26 | |
| NTRS | NORTHERN TRUST CORP | 0.72 | 22,275 | 1,980,690 | ADDED | 9.46 | |
| PGR | PROGRESSIVE CORP OHIO | 8.29 | 111,097 | 22,977,100 | ADDED | 9.25 | |
| SCHW | SCHWAB CHARLES CORP NEW | 4.84 | 185,278 | 13,403,000 | ADDED | 9.24 | |
| TEL | TE CONNECTIVITY LTD | 11.84 | 225,897 | 32,809,300 | ADDED | 9.21 | |
| BERKSHIRE HATHAWAY INC DEL | 4.13 | 27,188 | 11,433,100 | ADDED | 9.24 |