HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CDW CORP |
239,446 | UNCH | $54,431 |
| CDW | 239,446 | UNCH | $54,431 |
| TE CONNECTIVITY LTD |
206,839 | UNCH | $29,061 |
| TEL | 206,839 | UNCH | $29,061 |
| AUTOLIV INC |
248,358 | UNCH | $27,367 |
| ALV | 248,358 | UNCH | $27,367 |
| LAMAR ADVERTISING CO NEW |
246,173 | UNCH | $26,163 |
| LAMR | 246,173 | UNCH | $26,163 |
| AON PLC |
72,840 | UNCH | $21,198 |
| AON | 72,840 | UNCH | $21,198 |
| BANK NEW YORK MELLON CORP |
363,076 | UNCH | $18,898 |
| BK | 363,076 | UNCH | $18,898 |
| PROGRESSIVE CORP OHIO |
101,694 | UNCH | $16,198 |
| PGR | 101,694 | UNCH | $16,198 |
| ALPHABET INC |
102,600 | UNCH | $14,459 |
| GOOG | 102,600 | UNCH | $14,459 |
| SCHWAB CHARLES CORP NEW |
169,614 | UNCH | $11,669 |
| SCHW | 169,614 | UNCH | $11,669 |
 BERKSHIRE HATHAWAY INC DEL |
$8,877 | ||
| BRK.B | 24,888 | UNCH | $8,877 |
| NORTHERN TRUST CORP |
20,350 | +0 | $1,717 |
| NTRS | 20,350 | UNCH | $1,717 |
See Summary: LFL Advisers LLC Top Holdings
See Details: Top 10 Stocks Held By LFL Advisers LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NTRS | -20,350 | -$1,414 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CDW | UNCH | +$6,120 |
| TEL | UNCH | +$3,510 |
| ALV | UNCH | +$3,405 |
| LAMR | UNCH | +$5,615 |
| AON | UNCH | -$2,418 |
| BK | UNCH | +$3,413 |
| PGR | UNCH | +$2,032 |
| GOOG | UNCH | +$931 |
| SCHW | UNCH | +$2,357 |
| BRK | UNCH | +$159 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NTRS | UNCH | +$303 |
|
Size ($ in 1000's)
At 12/31/2023: $230,038 At 09/30/2023: $204,611 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 |
