LFL Advisers as of Sept. 30, 2025
Portfolio 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 | 255k | 219.53 | |
| Bank of New York Mellon Corporation (BK) | 17.0 | $49M | 450k | 108.96 | |
| Autoliv (ALV) | 13.1 | $38M | 306k | 123.50 | |
| Lamar Advertising Cl A (LAMR) | 13.0 | $37M | 306k | 122.42 | |
| Aon (AON) | 11.1 | $32M | 90k | 356.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.7 | $31M | 127k | 243.55 | |
| Progressive Corporation (PGR) | 10.4 | $30M | 121k | 246.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $16M | 31k | 502.74 |
