LFL Advisers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), LFL Advisers, LLC reported 9 stock positions worth $256.7 million. Its top holding was Lamar Advertising Class A (LAMR) at 14.0% of the portfolio, followed by Te Connectivity (TEL, 13.8%) and Bank of New York Mellon (BNY, 13.0%). Compared with Q3 2024, it sold out of 1, added to 8 and reduced 1. The biggest buy was Bank of New York Mellon (BNY, shares +1%) and the biggest sale an exit from Schwab (charles) (SCHW).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $256.7M (Q4 2024)
- SEC Filing
- 0001694127-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 9 stocks · $256.7M
| LAMR Lamar Advertising Co. Class A | 14.04% | 296,000 | $36.0M | Add +1.6% |
| TEL Te Connectivity PLC | 13.78% | 247,406 | $35.4M | Add +1.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 13.04% | 435,840 | $33.5M | Add +1.5% |
| AON Aon PLC Class A | 12.21% | 87,296 | $31.4M | Add +1.3% |
| PGR Progressive Corp. | 10.96% | 117,480 | $28.1M | Add +1.4% |
| ALV Autoliv Inc. | 10.83% | 296,329 | $27.8M | Add +0.9% |
| CDW CDW Corp. | 10.75% | 158,545 | $27.6M | Reduce -7.9% |
| GOOG Alphabet Inc. Class C | 9.13% | 123,030 | $23.4M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.27% | 29,849 | $13.5M | Add +1.9% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| BNY Bank of New York Mellon Corp. | Add +1.5% | 13.04% | +1.98 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 9.13% | +1.85 |
| AON Aon PLC Class A | Add +1.3% | 12.21% | +1.53 |
| ALV Autoliv Inc. | Add +0.9% | 10.83% | +1.00 |
| TEL Te Connectivity PLC | Add +1.2% | 13.78% | +0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 5.27% | +0.44 |
| PGR Progressive Corp. | Add +1.4% | 10.96% | +0.43 |
| LAMR Lamar Advertising Co. Class A | Add +1.6% | 14.04% | +0.09 |
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 |