LFL Advisers, LLC
CIK: 0001694127SEC EDGAR →
Portfolio Value
$304.8M
Holdings
8
As of
Q4 2025
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BANK NEW YORK MELLON CORP | 462,626 | $53.7M | 17.62% |
| 2 | TE CONNECTIVITY LTD | 233,887 | $53.2M | 17.46% |
| 3 | ALPHABET INC | 130,579 | $41.0M | 13.44% |
| 4 | LAMAR ADVERTISING CO NEW | 308,335 | $39.0M | 12.80% |
| 5 | AUTOLIV INC | 314,507 | $37.3M | 12.25% |
| 6 | AON PLC | 92,657 | $32.7M | 10.73% |
| 7 | PROGRESSIVE CORP OHIO | 140,272 | $31.9M | 10.48% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 31,693 | $15.9M | 5.23% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 3 | $118.3M | 38.8% |
| Technology | 1 | $53.2M | 17.5% |
| Communication Services | 1 | $41.0M | 13.4% |
| Real Estate | 1 | $39.0M | 12.8% |
| Consumer Cyclical | 1 | $37.3M | 12.2% |
| Unknown | 1 | $15.9M | 5.2% |