LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 11
- No 13F data for Q4 2020
- Portfolio value
- $203.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 278,430 | $46.1M | 22.7% | – | – | History |
| TELTE Connectivity plc | REG SHS | 230,439 | $29.8M | 14.6% | – | – | History |
| ALVAutoliv Inc | COM | 318,550 | $29.6M | 14.6% | – | – | History |
| LAMRLamar Advertising Co | REIT | 270,673 | $25.4M | 12.5% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 391,376 | $18.5M | 9.1% | – | – | History |
| AONAon plc | CL A | 78,000 | $17.9M | 8.8% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 183,424 | $12.0M | 5.9% | – | – | History |
| PGRProgressive Corp | Stock | 109,819 | $10.5M | 5.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,838 | $6.86M | 3.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,000 | $4.14M | 2.0% | – | – | History |
| NTRSNorthern Trust Corp | COM | 21,900 | $2.30M | 1.1% | – | – | History |