LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- −1 vs. Q2 2024
- Portfolio value
- $279.0M
- +$24.8M (+9.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 172,145 | $39.0M | 14.0% | −20,950−10.8% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 291,300 | $38.9M | 14.0% | +24,306+9.1% | Added | History |
| TELTE Connectivity plc | Stock | 244,531 | $36.9M | 13.2% | +20,287+9.0% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 429,540 | $30.9M | 11.1% | +35,800+9.1% | Added | History |
| AONAon plc | CL A | 86,156 | $29.8M | 10.7% | +7,175+9.1% | Added | History |
| PGRProgressive Corp | Stock | 115,805 | $29.4M | 10.5% | +5,524+5.0% | Added | History |
| ALVAutoliv Inc | COM | 293,554 | $27.4M | 9.8% | +24,350+9.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 121,355 | $20.3M | 7.3% | +10,100+9.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 29,289 | $13.5M | 4.8% | +2,300+8.5% | Added | History |
| SCHWSchwab Charles Corp | Stock | 199,665 | $12.9M | 4.6% | +15,745+8.6% | Added | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.