LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 11
- 0 vs. Q3 2023
- Portfolio value
- $230.0M
- +$25.4M (+12.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 239,446 | $54.4M | 23.7% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | REG SHS | 206,839 | $29.1M | 12.6% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 248,358 | $27.4M | 11.9% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 246,173 | $26.2M | 11.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 72,840 | $21.2M | 9.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 363,076 | $18.9M | 8.2% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 101,694 | $16.2M | 7.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 102,600 | $14.5M | 6.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 169,614 | $11.7M | 5.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 24,888 | $8.88M | 3.9% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 20,350 | $1.72M | 0.7% | 00.0% | Unchanged | History |