LFL Advisers, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), LFL Advisers, LLC reported 11 stock positions worth $254.1 million. Its top holding was CDW (CDW) at 17.0% of the portfolio, followed by Te Connectivity (TEL, 13.3%) and Lamar Advertising Class A (LAMR, 12.6%). Compared with Q1 2024, it reduced 11. The biggest sale was CDW (CDW, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $254.1M (Q2 2024)
- SEC Filing
- 0001694127-24-000003 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $254.1M
| CDW CDW Corp. | 17.01% | 193,095 | $43.2M | Reduce -21.8% |
| TEL Te Connectivity Ltd. | 13.27% | 224,244 | $33.7M | Reduce -0.7% |
| LAMR Lamar Advertising Co. Class A | 12.56% | 266,994 | $31.9M | Reduce -0.7% |
| ALV Autoliv Inc. | 11.33% | 269,204 | $28.8M | Reduce -0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 9.28% | 393,740 | $23.6M | Reduce -0.7% |
| AON Aon PLC Class A | 9.12% | 78,981 | $23.2M | Reduce -0.7% |
| PGR Progressive Corp. | 9.01% | 110,281 | $22.9M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 8.03% | 111,255 | $20.4M | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 5.33% | 183,920 | $13.6M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.32% | 26,989 | $11.0M | Reduce -0.7% |
| NTRS Northern Trust Corp. | 0.73% | 22,110 | $1.9M | Reduce -0.7% |
Portfolio Sells Q1 2024 → Q2 2024
| CDW CDW Corp. | Reduce -21.8% | 17.01% | −5.80 |
| AON Aon PLC Class A | Reduce -0.7% | 9.12% | −0.46 |
| ALV Autoliv Inc. | Reduce -0.7% | 11.33% | −0.46 |
| NTRS Northern Trust Corp. | Reduce -0.7% | 0.73% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 4.32% | +0.19 |
| SCHW Schwab (charles) Corp. | Reduce -0.7% | 5.33% | +0.49 |
| PGR Progressive Corp. | Reduce -0.7% | 9.01% | +0.72 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.7% | 12.56% | +0.96 |
| BNY Bank of New York Mellon Corp. | Reduce -0.7% | 9.28% | +1.03 |
| TEL Te Connectivity Ltd. | Reduce -0.7% | 13.27% | +1.43 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 8.03% | +1.87 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |