LA
LFL Advisers Portfolio holdings
AUM
$332M
1-Year Est. Return
20.17%
This Fund
S&P 500
1 Year Est. Return
+20.17%
AUM
$332M
AUM Growth
+$27.6M
(+9.1%)
Holding
9
Top Buys
| 1 | +$46.3M | |
| 2 | +$11.3M | |
| 3 | +$1.05M | |
| 4 |
Progressive
PGR
|
+$105K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$54K |
Sector Composition
| 1 | Financials | 41.68% |
| 2 | Technology | 14.72% |
| 3 | Industrials | 12.83% |
| 4 | Real Estate | 12.05% |
| 5 | Consumer Discretionary | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bank of New York Mellon
BK
$93.3B
| $54.5M | 16.4% |
459,541
-3,085
|
|
||
2
TE Connectivity
TEL
$60.3B
| $48.9M | 14.72% |
234,044
+157
|
|
||
|
SUNB
3
Sunbelt Rentals Holdings
SUNB
$32.8B
| $42.7M | 12.83% |
+659,883
|
|
||
4
Aon
AON
$67.4B
| $40.9M | 12.3% |
126,666
+34,009
|
|
||
5
Lamar Advertising Co
LAMR
$15B
| $40.1M | 12.05% |
316,340
+8,005
|
|
||
6
Autoliv
ALV
$9.03B
| $33.1M | 9.96% |
314,925
+418
|
|
||
7
Alphabet (Google) Class C
GOOG
$4.81T
| $29.1M | 8.76% |
101,453
-29,126
|
|
||
|
8
Progressive
PGR
$115B
| $27.9M | 8.4% |
140,779
+507
|
|
||
|
9
Berkshire Hathaway Class B
BRK.B
$1.04T
| $15.2M | 4.58% |
31,803
+110
|
|