LA
LFL Advisers Portfolio holdings
AUM
$250M
1-Year Est. Return
15.92%
1 Year Est. Return
+15.92%
AUM
$250M
AUM Growth
+$21.6M
(+9.5%)
Holding
8
Top Buys
| 1 | +$1.27M | |
| 2 | +$1.12M | |
| 3 | +$1.02M | |
| 4 |
Progressive
PGR
|
+$964K |
| 5 |
Autoliv
ALV
|
+$906K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 46.8% |
| 2 | Technology | 16.76% |
| 3 | Real Estate | 14.4% |
| 4 | Consumer Discretionary | 13.27% |
| 5 | Communication Services | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TE Connectivity
TEL
$72.8B
| $41.9M | 16.76% |
248,588
+7,552
|
|
||
2
Bank of New York Mellon
BK
$75.3B
| $39.8M | 15.91% |
436,939
+12,308
|
|
||
3
Lamar Advertising Co
LAMR
$12B
| $36M | 14.4% |
296,779
+8,386
|
|
||
|
4
Autoliv
ALV
$8.87B
| $33.2M | 13.27% |
296,792
+8,094
|
|
||
|
5
Progressive
PGR
$121B
| $31.5M | 12.6% |
118,091
+3,614
|
|
||
6
Aon
AON
$73.3B
| $31.2M | 12.48% |
87,531
+2,484
|
|
||
7
Alphabet (Google) Class C
GOOG
$3.4T
| $21.9M | 8.77% |
123,638
+3,786
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.03T
| $14.5M | 5.81% |
29,945
+857
|
|