Asset Manager
← All Institutions
LFL Advisers, LLC
Market Value
$283M
+12.7%
Holdings
8
+1
New Purchases
1
Added To
5
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
12.5%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $44M | 15.6% |
| Large Cap | 5 | $206M | 72.7% |
| Mid Cap | 1 | $33M | 11.7% |
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 | 19.23% | 459,541 | $55M | $118.63 | $809K | -3,085 | -0.7% | |
| 2 | SUNB | 15.05% | 659,883 | $43M | $64.64 | — | +659,883 | — | NEW |
| 3 | AON | 14.42% | 126,666 | $41M | $322.78 | $8M | +34,009 | +36.7% | |
| 4 | LAMR | 14.13% | 316,340 | $40M | $126.66 | $1M | +8,005 | +2.6% | |
| 5 | ALV | 11.68% | 314,925 | $33M | $105.16 | -$4M | +418 | +0.1% | |
| 6 | GOOG | 10.27% | 101,453 | $29M | $286.86 | -$12M | -29,126 | -22.3% | |
| 7 | PGR | 9.84% | 140,779 | $28M | $198.24 | -$4M | +507 | +0.4% | |
| 8 | BRK-B | 5.38% | 31,803 | $15M | $479.20 | -$690K | +110 | +0.3% |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| SUNB | $43M | 15.05% |