LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 11
- 0 vs. Q3 2022
- Portfolio value
- $211.0M
- +$22.3M (+11.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 250,246 | $44.7M | 21.2% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 362,294 | $27.7M | 13.1% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | REG SHS | 221,239 | $25.4M | 12.0% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 261,173 | $24.7M | 11.7% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 76,500 | $23.0M | 10.9% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 381,376 | $17.4M | 8.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 178,164 | $14.8M | 7.0% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 106,819 | $13.9M | 6.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 107,760 | $9.56M | 4.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,138 | $8.07M | 3.8% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 21,400 | $1.89M | 0.9% | 00.0% | Unchanged | History |