LFL Advisers as of June 30, 2025
Portfolio Holdings for LFL Advisers
LFL Advisers holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Te Connectivity Reg Shs (TEL) | 16.8 | $42M | 249k | 168.67 | |
| Bank of New York Mellon Corporation (BK) | 15.9 | $40M | 437k | 91.11 | |
| Lamar Advertising Cl A (LAMR) | 14.4 | $36M | 297k | 121.36 | |
| Autoliv (ALV) | 13.3 | $33M | 297k | 111.90 | |
| Progressive Corporation (PGR) | 12.6 | $32M | 118k | 266.86 | |
| Aon (AON) | 12.5 | $31M | 88k | 356.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.8 | $22M | 124k | 177.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.8 | $15M | 30k | 485.77 |
