LFL Advisers, LLC 13F Holdings
CIK 0001694127 · EVANSTON, IL
As of Sep 30, 2025, LFL Advisers, LLC reported 8 positions worth $288.9M in its SEC Form 13F filing.
Top 8 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TE CONNECTIVITY PLC | TEL | Technology | 255,438 | $56.1M | 19.41% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 450,099 | $49.0M | 16.98% |
| AUTOLIV INC | ALV | Consumer Cyclical | 306,007 | $37.8M | 13.08% |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 305,674 | $37.4M | 12.95% |
| AON PLC | AON | Financial Services | 90,146 | $32.1M | 11.13% |
| ALPHABET INC | GOOG | Equity | 127,038 | $30.9M | 10.71% |
| PROGRESSIVE CORP | PGR | Financial Services | 121,251 | $29.9M | 10.37% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 30,830 |