LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 11
- 0 vs. Q1 2021
- Portfolio value
- $214.1M
- +$11.0M (+5.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 273,430 | $47.8M | 22.3% | −5,000−1.8% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 226,239 | $30.6M | 14.3% | −4,200−1.8% | Reduced | History |
| ALVAutoliv Inc | COM | 312,700 | $30.6M | 14.3% | −5,850−1.8% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 265,173 | $27.7M | 12.9% | −5,500−2.0% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 391,376 | $20.1M | 9.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 78,000 | $18.6M | 8.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 180,024 | $13.1M | 6.1% | −3,400−1.9% | Reduced | History |
| PGRProgressive Corp | Stock | 109,819 | $10.8M | 5.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,838 | $7.46M | 3.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,963 | $4.92M | 2.3% | −37−1.8% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 21,900 | $2.53M | 1.2% | 00.0% | Unchanged | History |