LFL Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), LFL Advisers, LLC reported 8 stock positions worth $250.2 million. Its top holding was Te Connectivity (TEL) at 16.8% of the portfolio, followed by Bank of New York Mellon (BNY, 15.9%) and Lamar Advertising Class A (LAMR, 14.4%). Compared with Q1 2025, it added to 8. The biggest buy was Autoliv (ALV, shares +3%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $250.2M (Q2 2025)
- SEC Filing
- 0001694127-25-000003 ↗ filed Aug 13, 2025
Holdings Value
Holdings 8 stocks · $250.2M
| TEL Te Connectivity PLC | 16.76% | 248,588 | $41.9M | Add +3.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 15.91% | 436,939 | $39.8M | Add +2.9% |
| LAMR Lamar Advertising Co. Class A | 14.40% | 296,779 | $36.0M | Add +2.9% |
| ALV Autoliv Inc. | 13.27% | 296,792 | $33.2M | Add +2.8% |
| PGR Progressive Corp. | 12.60% | 118,091 | $31.5M | Add +3.2% |
| AON Aon PLC Class A | 12.48% | 87,531 | $31.2M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 8.77% | 123,638 | $21.9M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.81% | 29,945 | $14.5M | Add +3.0% |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| ALV Autoliv Inc. | Add +2.8% | 13.27% | +2.10 |
| TEL Te Connectivity PLC | Add +3.1% | 16.76% | +1.86 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 8.77% | +0.57 |
| BNY Bank of New York Mellon Corp. | Add +2.9% | 15.91% | +0.33 |
| LAMR Lamar Advertising Co. Class A | Add +2.9% | 14.40% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 5.81% | −0.96 |
| PGR Progressive Corp. | Add +3.2% | 12.60% | −1.58 |
| AON Aon PLC Class A | Add +2.9% | 12.48% | −2.37 |
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 |