Lfl Advisers, LLC Portfolio Holdings by Sector

Lfl Advisers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CDW 1 stocks	$43,222 17.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology TEL 1 stocks	$33,733 13.27% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$31,913 12.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALV 1 stocks	$28,802 11.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK NTRS 2 stocks	$25,437 10.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$23,187 9.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$22,906 9.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$20,406 8.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$13,553 5.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$10,979 4.32% of portfolio	-	1	-	-	0 Calls 0 Puts

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