Hedge Fund - LFL Advisers

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No. Security Ticker Shares Value Activity % Port History
1. BK 459,541 $54,515,349 -1% 16.4%
2. TEL 234,044 $48,919,877 +1% 14.72%
3.
Sunbelt Rentals Holdings Inc
659,883 $42,655,542 NEW 12.83%
4. AON 126,666 $40,885,251 +37% 12.3%
5. LAMR 316,340 $40,067,624 +3% 12.05%