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Size ($ in 1000's)
At 12/31/2023: $230,038 At 09/30/2023: $204,611
LFL Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LFL Advisers LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the LFL Advisers LLC top holdings by largest position size, as per the latest 13f filing made by LFL Advisers LLC.
In the LFL Advisers LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LFL Advisers LLC in that top holding, then the share count change between reporting periods, and finally the LFL Advisers LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
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$8,877 | BRK.B | 24,888 | UNCH | $8,877 |
See Full List: All Stocks Held By LFL Advisers LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By LFL Advisers LLC
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