LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 9
- −1 vs. Q3 2024
- Portfolio value
- $256.7M
- −$22.2M (−8.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LAMRLamar Advertising Co | REIT | 296,000 | $36.0M | 14.0% | +4,700+1.6% | Added | History |
| TELTE Connectivity plc | Stock | 247,406 | $35.4M | 13.8% | +2,875+1.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 435,840 | $33.5M | 13.0% | +6,300+1.5% | Added | History |
| AONAon plc | CL A | 87,296 | $31.4M | 12.2% | +1,140+1.3% | Added | History |
| PGRProgressive Corp | Stock | 117,480 | $28.1M | 11.0% | +1,675+1.4% | Added | History |
| ALVAutoliv Inc | COM | 296,329 | $27.8M | 10.8% | +2,775+0.9% | Added | History |
| CDWCDW Corp | COM | 158,545 | $27.6M | 10.7% | −13,600−7.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 123,030 | $23.4M | 9.1% | +1,675+1.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 29,849 | $13.5M | 5.3% | +560+1.9% | Added | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.