LFL Advisers as of Dec. 31, 2025
Portfolio Holdings for LFL Advisers
LFL Advisers holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of New York Mellon Corporation (BK) | 17.6 | $54M | 463k | 116.09 | |
| Te Connectivity Reg Shs (TEL) | 17.5 | $53M | 234k | 227.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.4 | $41M | 131k | 313.80 | |
| Lamar Advertising Cl A (LAMR) | 12.8 | $39M | 308k | 126.58 | |
| Autoliv (ALV) | 12.2 | $37M | 315k | 118.70 | |
| Aon (AON) | 10.7 | $33M | 93k | 352.88 | |
| Progressive Corporation (PGR) | 10.5 | $32M | 140k | 227.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.2 | $16M | 32k | 502.65 |
