Asset Manager
← All Institutions
LFL Advisers, LLC
Market Value
$233M
+11.8%
Holdings
7
New Purchases
0
Added To
7
Closed
0
Reduced
0
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 | $46M | 19.9% |
| Large Cap | 4 | $149M | 63.8% |
| Mid Cap | 1 | $38M | 16.2% |
Portfolio Analytics
Avg Market Cap
$788.1B
Median Market Cap
$99.8B
Avg P/E
15.9
Median P/E
14.8
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BNY | 21.07% | 450,099 | $49M | $108.96 | $9M | +13,160 | +3.0% | |
| 2 | ALV | 16.23% | 306,007 | $38M | $123.50 | $5M | +9,215 | +3.1% | |
| 3 | LAMR | 16.08% | 305,674 | $37M | $122.42 | $1M | +8,895 | +3.0% | |
| 4 | AON | 13.81% | 90,146 | $32M | $356.58 | $917K | +2,615 | +3.0% | |
| 5 | GOOG | 13.29% | 127,038 | $31M | $243.55 | $9M | +3,400 | +2.8% | |
| 6 | PGR | 12.86% | 121,251 | $30M | $246.95 | -$2M | +3,160 | +2.7% | |
| 7 | BRK-B | 6.66% | 30,830 | $15M | $502.74 | $953K | +885 | +3.0% |