LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 8
- 0 vs. Q3 2025
- Portfolio value
- $304.8M
- +$16.0M (+5.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNYBank of New York Mellon Corp | Stock | 462,626 | $53.7M | 17.6% | +12,527+2.8% | Added | History |
| TELTE Connectivity plc | Stock | 233,887 | $53.2M | 17.5% | −21,551−8.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 130,579 | $41.0M | 13.4% | +3,541+2.8% | Added | History |
| LAMRLamar Advertising Co | REIT | 308,335 | $39.0M | 12.8% | +2,661+0.9% | Added | History |
| ALVAutoliv Inc | COM | 314,507 | $37.3M | 12.2% | +8,500+2.8% | Added | History |
| AONAon plc | CL A | 92,657 | $32.7M | 10.7% | +2,511+2.8% | Added | History |
| PGRProgressive Corp | Stock | 140,272 | $31.9M | 10.5% | +19,021+15.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,693 | $15.9M | 5.2% | +863+2.8% | Added | History |