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	$38,952 16.09% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$38,926 16.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$30,866 12.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$29,809 12.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$29,387 12.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ALV 1 stocks	$27,409 11.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$20,288 8.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$13,480 5.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$12,940 5.35% of portfolio	1	-	-	-	0 Calls 0 Puts

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