LFL Advisers, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), LFL Advisers, LLC reported 11 stock positions worth $277.0 million. Its top holding was CDW (CDW) at 22.8% of the portfolio, followed by Te Connectivity (TEL, 11.8%) and Autoliv (ALV, 11.8%). Compared with Q4 2023, it added to 11. The biggest buy was Progressive (PGR, shares +9%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $277.0M (Q1 2024)
- SEC Filing
- 0001694127-24-000002 ↗ filed May 13, 2024
Holdings Value
Holdings 11 stocks · $277.0M
| CDW CDW Corp. | 22.81% | 247,050 | $63.2M | Add +3.2% |
| TEL Te Connectivity Ltd. | 11.84% | 225,897 | $32.8M | Add +9.2% |
| ALV Autoliv Inc. | 11.79% | 271,184 | $32.7M | Add +9.2% |
| LAMR Lamar Advertising Co. Class A | 11.59% | 268,975 | $32.1M | Add +9.3% |
| AON Aon PLC Class A | 9.58% | 79,564 | $26.6M | Add +9.2% |
| PGR Progressive Corp. | 8.29% | 111,097 | $23.0M | Add +9.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 8.25% | 396,650 | $22.9M | Add +9.3% |
| GOOG Alphabet Inc. Class C | 6.16% | 112,077 | $17.1M | Add +9.2% |
| SCHW Schwab (charles) Corp. | 4.84% | 185,278 | $13.4M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.13% | 27,188 | $11.4M | Add +9.2% |
| NTRS Northern Trust Corp. | 0.71% | 22,275 | $2.0M | Add +9.5% |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| PGR Progressive Corp. | Add +9.3% | 8.29% | +1.25 |
| AON Aon PLC Class A | Add +9.2% | 9.58% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.2% | 4.13% | +0.27 |
| LAMR Lamar Advertising Co. Class A | Add +9.3% | 11.59% | +0.22 |
| BNY Bank of New York Mellon Corp. | Add +9.3% | 8.25% | +0.03 |
| NTRS Northern Trust Corp. | Add +9.5% | 0.71% | −0.03 |
| ALV Autoliv Inc. | Add +9.2% | 11.79% | −0.11 |
| GOOG Alphabet Inc. Class C | Add +9.2% | 6.16% | −0.13 |
| SCHW Schwab (charles) Corp. | Add +9.2% | 4.84% | −0.23 |
| TEL Te Connectivity Ltd. | Add +9.2% | 11.84% | −0.79 |
| CDW CDW Corp. | Add +3.2% | 22.81% | −0.85 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $374.0M | BNY, LAMR, TEL, AON, SUNB |
| Q1 2026 | 9 | $332.4M | BNY, TEL, SUNB, AON, LAMR |
| Q4 2025 | 8 | $304.8M | BNY, TEL, GOOG, LAMR, ALV |
| Q3 2025 | 8 | $288.9M | TEL, BNY, ALV, LAMR, AON |
| Q2 2025 | 8 | $250.2M | TEL, BNY, LAMR, ALV, PGR |
| Q1 2025 | 8 | $228.6M | BNY, TEL, AON, LAMR, PGR |
| Q4 2024 | 9 | $256.7M | LAMR, TEL, BNY, AON, PGR |
| Q3 2024 | 10 | $279.0M | CDW, LAMR, TEL, BNY, AON |
| Q2 2024 | 11 | $254.1M | CDW, TEL, LAMR, ALV, BNY |
| Q1 2024 | 11 | $277.0M | CDW, TEL, ALV, LAMR, AON |