LFL Advisers, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), LFL Advisers, LLC reported 10 stock positions worth $279.0 million. Its top holding was CDW (CDW) at 14.0% of the portfolio, followed by Lamar Advertising Class A (LAMR, 14.0%) and Te Connectivity (TEL, 13.2%). Compared with Q2 2024, it sold out of 1, added to 9 and reduced 1. The biggest buy was Bank of New York Mellon (BNY, shares +9%) and the biggest sale CDW (CDW, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $279.0M (Q3 2024)
- SEC Filing
- 0001694127-24-000004 ↗ filed Nov 13, 2024
Holdings Value
Holdings 10 stocks · $279.0M
| CDW CDW Corp. | 13.96% | 172,145 | $39.0M | Reduce -10.8% |
| LAMR Lamar Advertising Co. Class A | 13.95% | 291,300 | $38.9M | Add +9.1% |
| TEL Te Connectivity PLC | 13.23% | 244,531 | $36.9M | Add +9.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 11.06% | 429,540 | $30.9M | Add +9.1% |
| AON Aon PLC Class A | 10.69% | 86,156 | $29.8M | Add +9.1% |
| PGR Progressive Corp. | 10.53% | 115,805 | $29.4M | Add +5.0% |
| ALV Autoliv Inc. | 9.82% | 293,554 | $27.4M | Add +9.1% |
| GOOG Alphabet Inc. Class C | 7.27% | 121,355 | $20.3M | Add +9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.83% | 29,289 | $13.5M | Add +8.5% |
| SCHW Schwab (charles) Corp. | 4.64% | 199,665 | $12.9M | Add +8.6% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| BNY Bank of New York Mellon Corp. | Add +9.1% | 11.06% | +1.79 |
| AON Aon PLC Class A | Add +9.1% | 10.69% | +1.56 |
| PGR Progressive Corp. | Add +5.0% | 10.53% | +1.52 |
| LAMR Lamar Advertising Co. Class A | Add +9.1% | 13.95% | +1.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.5% | 4.83% | +0.51 |
| TEL Te Connectivity PLC | Add +9.1% | 13.23% | −0.04 |
| SCHW Schwab (charles) Corp. | Add +8.6% | 4.64% | −0.69 |
| GOOG Alphabet Inc. Class C | Add +9.1% | 7.27% | −0.76 |
| ALV Autoliv Inc. | Add +9.1% | 9.82% | −1.51 |
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 |