LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 8
- 0 vs. Q2 2025
- Portfolio value
- $288.9M
- +$38.7M (+15.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TELTE Connectivity plc | Stock | 255,438 | $56.1M | 19.4% | +6,850+2.8% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 450,099 | $49.0M | 17.0% | +13,160+3.0% | Added | History |
| ALVAutoliv Inc | COM | 306,007 | $37.8M | 13.1% | +9,215+3.1% | Added | History |
| LAMRLamar Advertising Co | REIT | 305,674 | $37.4M | 13.0% | +8,895+3.0% | Added | History |
| AONAon plc | CL A | 90,146 | $32.1M | 11.1% | +2,615+3.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 127,038 | $30.9M | 10.7% | +3,400+2.7% | Added | History |
| PGRProgressive Corp | Stock | 121,251 | $29.9M | 10.4% | +3,160+2.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 30,830 | $15.5M | 5.4% | +885+3.0% | Added | History |