Asset Manager
← All Institutions
LFL Advisers, LLC
Market Value
$327M
+15.4%
Holdings
8
New Purchases
0
Added To
3
Closed
0
Reduced
5
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $52M | 15.8% |
| Large Cap | 5 | $239M | 73.1% |
| Mid Cap | 1 | $36M | 11.2% |
Portfolio Analytics
Avg Market Cap
$693.5B
Median Market Cap
$78.5B
Avg P/E
16.8
Median P/E
15.8
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BNY | 20.40% | 461,485 | $67M | $144.61 | $12M | +1,944 | +0.4% | |
| 2 | LAMR | 14.96% | 313,640 | $49M | $155.98 | $9M | -2,700 | -0.8% | |
| 3 | AON | 13.86% | 136,691 | $45M | $331.69 | $4M | +10,025 | +7.9% | |
| 4 | SUNB | 12.33% | 539,054 | $40M | $74.81 | -$2M | -120,829 | -18.3% | |
| 5 | PGR | 11.53% | 172,599 | $38M | $218.45 | $10M | +31,820 | +22.6% | |
| 6 | ALV | 11.15% | 314,050 | $36M | $116.17 | $3M | -875 | -0.3% | |
| 7 | GOOG | 10.92% | 101,128 | $36M | $353.33 | $7M | -325 | -0.3% | |
| 8 | BRK-B | 4.85% | 31,691 | $16M | $500.39 | $618K | -112 | -0.3% |