10 Best Stocks to Buy According to Peter Lewis' LFL Advisers
In this article, we discuss the 10 Best Stocks to Buy According to Peter Lewis' LFL Advisers.
Founded by Peter Lewis in 2005, LFL Advisers is an Illinois-based hedge fund manager specializing in long/short equity strategies. Mr. Peter Lewis is also the current Chief Compliance Officer and Manager of the firm.
LFL Advisers is a hedge fund managing discretionary assets totaling $369,879,000, as reported in their Form ADV dated March 2024. The firm serves 2 clients. In their latest 13F filing for Q1 2024, LFL Advisers reported $277,042,522 in managed 13F securities, with a top 10 holdings concentration of 99.29%. Their largest holding is CDW Corp., with 247,050 shares.
| Fund Name: | LFL Advisers |
| Manager | Peter Lewis |
| Portfolio Value | $304,824,626 |
| Change This QTR | +1.06% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BK | 462,626 | $53,706,252 | +3% | 17.62% | ||
| 2. | TEL | 233,887 | $53,211,631 | -9% | 17.46% | ||
| 3. | GOOGL | 130,579 | $40,975,690 | +3% | 13.44% | ||
| 4. | LAMR | 308,335 | $39,029,044 | +1% | 12.8% | ||
| 5. | ALV | 314,507 | $37,331,981 | +3% | 12.25% |