LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 11
- 0 vs. Q3 2021
- Portfolio value
- $242.2M
- +$23.9M (+11.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 255,246 | $52.3M | 21.6% | −18,184−6.7% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 226,239 | $36.5M | 15.1% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 312,700 | $32.3M | 13.4% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 265,173 | $32.2M | 13.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 78,000 | $23.4M | 9.7% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 391,376 | $22.7M | 9.4% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 180,024 | $15.1M | 6.3% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 109,819 | $11.3M | 4.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,838 | $8.03M | 3.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,963 | $5.68M | 2.3% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 21,900 | $2.62M | 1.1% | 00.0% | Unchanged | History |