LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 11
- 0 vs. Q1 2022
- Portfolio value
- $193.3M
- −$30.2M (−13.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 255,246 | $40.2M | 20.8% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 367,794 | $26.3M | 13.6% | +16,094+4.6% | Added | History |
| TELTE Connectivity plc | REG SHS | 226,239 | $25.6M | 13.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 265,173 | $23.3M | 12.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 78,800 | $21.3M | 11.0% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 391,376 | $16.3M | 8.4% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 109,819 | $12.8M | 6.6% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 183,164 | $11.6M | 6.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,838 | $7.33M | 3.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,963 | $6.48M | 3.4% | +1,000+50.9% | Added | History |
| NTRSNorthern Trust Corp | COM | 21,900 | $2.11M | 1.1% | 00.0% | Unchanged | History |