LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 11
- 0 vs. Q2 2023
- Portfolio value
- $204.6M
- −$12.7M (−5.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 239,446 | $48.3M | 23.6% | −12,000−4.8% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 206,839 | $25.6M | 12.5% | −10,400−4.8% | Reduced | History |
| ALVAutoliv Inc | COM | 248,358 | $24.0M | 11.7% | −32,400−11.5% | Reduced | History |
| AONAon plc | CL A | 72,840 | $23.6M | 11.5% | −3,660−4.8% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 246,173 | $20.5M | 10.0% | −12,500−4.8% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 363,076 | $15.5M | 7.6% | −18,300−4.8% | Reduced | History |
| PGRProgressive Corp | Stock | 101,694 | $14.2M | 6.9% | −5,125−4.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 102,600 | $13.5M | 6.6% | −5,160−4.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 169,614 | $9.31M | 4.6% | −8,550−4.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 24,888 | $8.72M | 4.3% | −1,250−4.8% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 20,350 | $1.41M | 0.7% | −1,050−4.9% | Reduced | History |