Lfl Advisers, LLC Portfolio Holdings by Sector

Lfl Advisers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services BK 1 stocks	$49,042 21.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALV 1 stocks	$37,791 16.23% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$37,420 16.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$32,144 13.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$30,940 13.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$29,942 12.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$15,499 6.66% of portfolio	1	-	-	-	0 Calls 0 Puts

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