LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 11
- 0 vs. Q2 2022
- Portfolio value
- $188.7M
- −$4.57M (−2.4%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 250,246 | $39.1M | 20.7% | −5,000−2.0% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 221,239 | $24.4M | 12.9% | −5,000−2.2% | Reduced | History |
| ALVAutoliv Inc | COM | 362,294 | $24.1M | 12.8% | −5,500−1.5% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 261,173 | $21.5M | 11.4% | −4,000−1.5% | Reduced | History |
| AONAon plc | CL A | 76,500 | $20.5M | 10.9% | −2,300−2.9% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 381,376 | $14.7M | 7.8% | −10,000−2.6% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 178,164 | $12.8M | 6.8% | −5,000−2.7% | Reduced | History |
| PGRProgressive Corp | Stock | 106,819 | $12.4M | 6.6% | −3,000−2.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 107,760 | $10.4M | 5.5% | +48,500+81.8% | AddedConverted for a 20-for-1 split | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,138 | $6.98M | 3.7% | −700−2.6% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 21,400 | $1.83M | 1.0% | −500−2.3% | Reduced | History |