Hedge Fund - LFL Advisers
Get Email Alerts 13F Holdings
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CDW | 172,145 | $38,956,414 | -11% | 13.96% | ||
| 2. | LAMR | 291,300 | $38,917,680 | +10% | 13.95% | ||
| 3. | Te Connectivity Ltd | 244,531 | $36,921,736 | NEW | 13.23% | ||
| 4. | BK | 429,540 | $30,866,744 | +10% | 11.06% | ||
| 5. | AON | 86,156 | $29,809,114 | +10% | 10.68% |
