LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 11
- 0 vs. Q2 2021
- Portfolio value
- $218.2M
- +$4.16M (+1.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 273,430 | $49.8M | 22.8% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | REG SHS | 226,239 | $31.0M | 14.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 265,173 | $30.1M | 13.8% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 312,700 | $26.8M | 12.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 78,000 | $22.3M | 10.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 391,376 | $20.3M | 9.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 180,024 | $13.1M | 6.0% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 109,819 | $9.93M | 4.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,838 | $7.33M | 3.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,963 | $5.23M | 2.4% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 21,900 | $2.36M | 1.1% | 00.0% | Unchanged | History |