LFL Advisers
Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TEL, BK, ALV, LAMR, AON, and represent 73.56% of LFL Advisers's stock portfolio.
- Added to shares of these 8 stocks: TEL, BK, ALV, LAMR, AON, GOOG, PGR, BRK.B.
- LFL Advisers was a net buyer of stock by $8.2M.
- LFL Advisers has $289M in assets under management (AUM), dropping by 15.46%.
- Central Index Key (CIK): 0001694127
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Positions held by LFL Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for LFL Advisers
LFL Advisers holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Te Connectivity Reg Shs (TEL) | 19.4 | $56M | +2% | 255k | 219.53 |
|
| Bank of New York Mellon Corporation (BK) | 17.0 | $49M | +3% | 450k | 108.96 |
|
| Autoliv (ALV) | 13.1 | $38M | +3% | 306k | 123.50 |
|
| Lamar Advertising Cl A (LAMR) | 13.0 | $37M | +2% | 306k | 122.42 |
|
| Aon (AON) | 11.1 | $32M | +2% | 90k | 356.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 10.7 | $31M | +2% | 127k | 243.55 |
|
| Progressive Corporation (PGR) | 10.4 | $30M | +2% | 121k | 246.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $16M | +2% | 31k | 502.74 |
|
Past Filings by LFL Advisers
SEC 13F filings are viewable for LFL Advisers going back to 2016
- LFL Advisers 2025 Q3 filed Nov. 13, 2025
- LFL Advisers 2025 Q2 filed Aug. 13, 2025
- LFL Advisers 2025 Q1 filed May 13, 2025
- 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