LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 11
- 0 vs. Q1 2023
- Portfolio value
- $217.3M
- −$5.64M (−2.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 251,446 | $46.1M | 21.2% | +1,200+0.5% | Added | History |
| TELTE Connectivity plc | REG SHS | 217,239 | $30.4M | 14.0% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 76,500 | $26.4M | 12.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 258,673 | $25.7M | 11.8% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 280,758 | $23.9M | 11.0% | −68,500−19.6% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 381,376 | $17.0M | 7.8% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 106,819 | $14.1M | 6.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 107,760 | $13.0M | 6.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 178,164 | $10.1M | 4.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,138 | $8.91M | 4.1% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 21,400 | $1.59M | 0.7% | 00.0% | Unchanged | History |