Investment company LFL Advisers, LLC (Current Portfolio) buys Aon PLC, sells CDW Corp, CarMax Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, LFL Advisers, LLC. As of 2020Q4, LFL Advisers, LLC owns 12 stocks with a total value of $209 million. These are the details of the buys and sells.
Here is the complete portfolio of LFL Advisers, LLC. Also check out:
1. LFL Advisers, LLC's Undervalued Stocks
2. LFL Advisers, LLC's Top Growth Companies, and
3. LFL Advisers, LLC's High Yield stocks
4. Stocks that LFL Advisers, LLC keeps buying
For the details of LFL Advisers, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lfl+advisers%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of LFL Advisers, LLC- CDW Corp (CDW) - 300,396 shares, 18.95% of the total portfolio. Shares reduced by 25.97%
- TE Connectivity Ltd (TEL) - 280,039 shares, 16.23% of the total portfolio. Shares reduced by 8%
- Autoliv Inc (ALV) - 318,550 shares, 14.04% of the total portfolio. Shares reduced by 5.73%
- Lamar Advertising Co (LAMR) - 270,673 shares, 10.78% of the total portfolio. Shares reduced by 5.09%
- CarMax Inc (KMX) - 205,512 shares, 9.29% of the total portfolio. Shares reduced by 21.53%
LFL Advisers, LLC initiated holding in Aon PLC. The purchase prices were between $179.96 and $214.52, with an estimated average price of $204.13. The stock is now traded at around $226.820000. The impact to a portfolio due to this purchase was 7.28%. The holding were 72,000 shares as of 2020-12-31.
Here is the complete portfolio of LFL Advisers, LLC. Also check out:
1. LFL Advisers, LLC's Undervalued Stocks
2. LFL Advisers, LLC's Top Growth Companies, and
3. LFL Advisers, LLC's High Yield stocks
4. Stocks that LFL Advisers, LLC keeps buying
