LFL Advisers

Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BK, TEL, GOOG, LAMR, ALV, and represent 73.57% of LFL Advisers's stock portfolio.
  • Added to shares of these 7 stocks: PGR, BK, GOOG, ALV, AON, BRK.B, LAMR.
  • Reduced shares in these 1 stock: TEL.
  • LFL Advisers was a net buyer of stock by $4.7M.
  • LFL Advisers has $305M in assets under management (AUM), dropping by 5.53%.
  • Central Index Key (CIK): 0001694127

Tip: Access up to 7 years of quarterly data

Positions held by LFL Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for LFL Advisers

LFL Advisers holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of New York Mellon Corporation (BK) 17.6 $54M +2% 463k 116.09
 View chart
Te Connectivity Reg Shs (TEL) 17.5 $53M -8% 234k 227.51
 View chart
Alphabet Cap Stk Cl C (GOOG) 13.4 $41M +2% 131k 313.80
 View chart
Lamar Advertising Cl A (LAMR) 12.8 $39M 308k 126.58
 View chart
Autoliv (ALV) 12.2 $37M +2% 315k 118.70
 View chart
Aon (AON) 10.7 $33M +2% 93k 352.88
 View chart
Progressive Corporation (PGR) 10.5 $32M +15% 140k 227.72
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.2 $16M +2% 32k 502.65
 View chart

Past Filings by LFL Advisers

SEC 13F filings are viewable for LFL Advisers going back to 2016

View all past filings