LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- 0 vs. Q1 2025
- Portfolio value
- $250.2M
- +$21.6M (+9.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TELTE Connectivity plc | Stock | 248,588 | $41.9M | 16.8% | +7,552+3.1% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 436,939 | $39.8M | 15.9% | +12,308+2.9% | Added | History |
| LAMRLamar Advertising Co | REIT | 296,779 | $36.0M | 14.4% | +8,386+2.9% | Added | History |
| ALVAutoliv Inc | COM | 296,792 | $33.2M | 13.3% | +8,094+2.8% | Added | History |
| PGRProgressive Corp | Stock | 118,091 | $31.5M | 12.6% | +3,614+3.2% | Added | History |
| AONAon plc | CL A | 87,531 | $31.2M | 12.5% | +2,484+2.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 123,638 | $21.9M | 8.8% | +3,786+3.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 29,945 | $14.5M | 5.8% | +857+2.9% | Added | History |