HoldingsChannel.com
LFL Advisers LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CDW CORP 414,603 -5,357 $38,670
     CDW414,603-5,357$38,670
CARMAX INC 452,042 +96,862 $24,333
     KMX452,042+96,862$24,333
TE CONNECTIVITY LTD 310,494 +113,638 $19,555
     TEL310,494+113,638$19,555
AUTOLIV INC 342,625 +232,195 $15,764
     ALV342,625+232,195$15,764
LAMAR ADVERTISING CO NEW 291,198 +231,777 $14,933
     LAMR291,198+231,777$14,933
BANK NEW YORK MELLON CORP 432,926 +199,239 $14,581
     BK432,926+199,239$14,581
PROGRESSIVE CORP OHIO 120,344 UNCH $8,886
     PGR120,344UNCH$8,886
BOOKING HLDGS INC 4,854 +4,854 $6,530
     BKNG4,854+4,854$6,530
SCHWAB CHARLES CORP NEW 183,424 +183,424 $6,167
     SCHW183,424+183,424$6,167
BERKSHIRE HATHAWAY INC DEL      $5,434
     BRK.B29,723+5,092$5,434
ALPHABET INC 2,000 +2,000 $2,326
     GOOG2,000+2,000$2,326
NORTHERN TRUST CORP 21,900 +21,900 $1,653
     NTRS21,900+21,900$1,653
AMERICAN WOODMARK CORPORATION 9,844 -20,156 $449
     AMWD9,844-20,156$449

See Full List: All Stocks Held By LFL Advisers LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By LFL Advisers LLC

Size ($ in 1000's)
At 03/31/2020: $159,632
At 12/31/2019: $167,155

LFL Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LFL Advisers LLC 13F filings. Link to 13F filings: SEC filings

LFL Advisers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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