LFL Advisers, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), LFL Advisers, LLC reported 8 stock positions worth $288.9 million. Its top holding was Te Connectivity (TEL) at 19.4% of the portfolio, followed by Bank of New York Mellon (BNY, 17.0%) and Autoliv (ALV, 13.1%). Compared with Q2 2025, it added to 8. The biggest buy was Te Connectivity (TEL, shares +3%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSTON, IL
- CIK
- 0001694127
- Portfolio Value
- $288.9M (Q3 2025)
- SEC Filing
- 0001694127-25-000006 ↗ filed Nov 13, 2025
Holdings Value
Holdings 8 stocks · $288.9M
| TEL Te Connectivity PLC | 19.41% | 255,438 | $56.1M | Add +2.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 16.98% | 450,099 | $49.0M | Add +3.0% |
| ALV Autoliv Inc. | 13.08% | 306,007 | $37.8M | Add +3.1% |
| LAMR Lamar Advertising Co. Class A | 12.95% | 305,674 | $37.4M | Add +3.0% |
| AON Aon PLC Class A | 11.13% | 90,146 | $32.1M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 10.71% | 127,038 | $30.9M | Add +2.8% |
| PGR Progressive Corp. | 10.37% | 121,251 | $29.9M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.37% | 30,830 | $15.5M | Add +3.0% |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| TEL Te Connectivity PLC | Add +2.8% | 19.41% | +2.65 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 10.71% | +1.94 |
| BNY Bank of New York Mellon Corp. | Add +3.0% | 16.98% | +1.07 |
| ALV Autoliv Inc. | Add +3.1% | 13.08% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 5.37% | −0.45 |
| AON Aon PLC Class A | Add +3.0% | 11.13% | −1.35 |
| LAMR Lamar Advertising Co. Class A | Add +3.0% | 12.95% | −1.44 |
| PGR Progressive Corp. | Add +2.7% | 10.37% | −2.23 |
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 |