LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- 0 vs. Q1 2024
- Portfolio value
- $254.1M
- −$22.9M (−8.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 193,095 | $43.2M | 17.0% | −53,955−21.8% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 224,244 | $33.7M | 13.3% | −1,653−0.7% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 266,994 | $31.9M | 12.6% | −1,981−0.7% | Reduced | History |
| ALVAutoliv Inc | COM | 269,204 | $28.8M | 11.3% | −1,980−0.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 393,740 | $23.6M | 9.3% | −2,910−0.7% | Reduced | History |
| AONAon plc | CL A | 78,981 | $23.2M | 9.1% | −583−0.7% | Reduced | History |
| PGRProgressive Corp | Stock | 110,281 | $22.9M | 9.0% | −816−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 111,255 | $20.4M | 8.0% | −822−0.7% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 183,920 | $13.6M | 5.3% | −1,358−0.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,989 | $11.0M | 4.3% | −199−0.7% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 22,110 | $1.86M | 0.7% | −165−0.7% | Reduced | History |