LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 11
- 0 vs. Q4 2023
- Portfolio value
- $277.0M
- +$47.0M (+20.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 247,050 | $63.2M | 22.8% | +7,604+3.2% | Added | History |
| TELTE Connectivity plc | REG SHS | 225,897 | $32.8M | 11.8% | +19,058+9.2% | Added | History |
| ALVAutoliv Inc | COM | 271,184 | $32.7M | 11.8% | +22,826+9.2% | Added | History |
| LAMRLamar Advertising Co | REIT | 268,975 | $32.1M | 11.6% | +22,802+9.3% | Added | History |
| AONAon plc | CL A | 79,564 | $26.6M | 9.6% | +6,724+9.2% | Added | History |
| PGRProgressive Corp | Stock | 111,097 | $23.0M | 8.3% | +9,403+9.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 396,650 | $22.9M | 8.2% | +33,574+9.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 112,077 | $17.1M | 6.2% | +9,477+9.2% | Added | History |
| SCHWSchwab Charles Corp | Stock | 185,278 | $13.4M | 4.8% | +15,664+9.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 27,188 | $11.4M | 4.1% | +2,300+9.2% | Added | History |
| NTRSNorthern Trust Corp | COM | 22,275 | $1.98M | 0.7% | +1,925+9.5% | Added | History |