LFL Advisers

LFL Advisers as of March 31, 2025

Portfolio Holdings for LFL Advisers

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of New York Mellon Corporation (BK) 15.6 $36M 425k 83.87
Te Connectivity Reg Shs (TEL) 14.9 $34M 241k 141.32
Aon (AON) 14.8 $34M 85k 399.09
Lamar Advertising Cl A (LAMR) 14.4 $33M 288k 113.78
Progressive Corporation (PGR) 14.2 $32M 115k 283.01
Autoliv (ALV) 11.2 $26M 289k 88.45
Alphabet Cap Stk Cl C (GOOG) 8.2 $19M 120k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.8 $16M 29k 532.58