LFL Advisers
Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LAMR, TEL, BK, AON, PGR, and represent 64.03% of LFL Advisers's stock portfolio.
- Added to shares of these 8 stocks: LAMR, BK, TEL, AON, PGR, GOOG, ALV, BRK.B.
- Reduced shares in these 2 stocks: SCHW (-$13M), CDW.
- Sold out of its position in SCHW.
- LFL Advisers was a net seller of stock by $-12M.
- LFL Advisers has $257M in assets under management (AUM), dropping by -7.97%.
- Central Index Key (CIK): 0001694127
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Portfolio Holdings for LFL Advisers
LFL Advisers holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lamar Advertising Cl A (LAMR) | 14.0 | $36M | 296k | 121.74 |
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| Te Connectivity Reg Shs (TEL) | 13.8 | $35M | 247k | 142.97 |
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| Bank of New York Mellon Corporation (BK) | 13.0 | $34M | 436k | 76.83 |
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| Aon (AON) | 12.2 | $31M | 87k | 359.16 |
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| Progressive Corporation (PGR) | 11.0 | $28M | 118k | 239.61 |
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| Autoliv (ALV) | 10.8 | $28M | 296k | 93.79 |
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| Cdw (CDW) | 10.7 | $28M | -7% | 159k | 174.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 9.1 | $23M | 123k | 190.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $14M | 30k | 453.28 |
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Past Filings by LFL Advisers
SEC 13F filings are viewable for LFL Advisers going back to 2016
- LFL Advisers 2024 Q4 filed Feb. 13, 2025
- LFL Advisers 2024 Q3 filed Nov. 13, 2024
- LFL Advisers 2024 Q2 filed Aug. 14, 2024
- LFL Advisers 2024 Q1 filed May 13, 2024
- LFL Advisers 2023 Q4 filed Feb. 14, 2024
- LFL Advisers 2023 Q3 filed Nov. 13, 2023
- LFL Advisers 2023 Q2 filed Aug. 14, 2023
- LFL Advisers 2023 Q1 filed May 12, 2023
- LFL Advisers 2022 Q4 filed Feb. 14, 2023
- LFL Advisers 2022 Q3 filed Nov. 10, 2022
- LFL Advisers 2022 Q2 filed Aug. 12, 2022
- LFL Advisers 2022 Q1 filed May 13, 2022
- LFL Advisers 2021 Q4 filed Feb. 14, 2022
- LFL Advisers 2021 Q3 filed Nov. 12, 2021
- LFL Advisers 2021 Q2 filed Aug. 13, 2021
- LFL Advisers 2021 Q1 filed May 14, 2021