Lfl-Advisers

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
8
Total Value
228581412
Accession Number
0001694127-25-000002
Form Type
13F-HR
Manager Name
Lfl-Advisers
Data Enrichment
100% identified
8 identified0 unidentified

Holdings

8 positions • $228.6M total value
Manager:
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Bank of New York Mellon Corp
Shares:424.6K
Value:$35.6M
% of Portfolio:15.6% ($35.6M/$228.6M)
TE Connectivity plc
Shares:241.0K
Value:$34.1M
% of Portfolio:14.9% ($34.1M/$228.6M)
Aon plc
Shares:85.0K
Value:$33.9M
% of Portfolio:14.8% ($33.9M/$228.6M)
LAMAR ADVERTISING CO/NEW
Shares:288.4K
Value:$32.8M
% of Portfolio:14.4% ($32.8M/$228.6M)
PROGRESSIVE CORP/OH/
Shares:114.5K
Value:$32.4M
% of Portfolio:14.2% ($32.4M/$228.6M)
AUTOLIV INC
Shares:288.7K
Value:$25.5M
% of Portfolio:11.2% ($25.5M/$228.6M)
Alphabet Inc.
Shares:119.9K
Value:$18.7M
% of Portfolio:8.2% ($18.7M/$228.6M)
BERKSHIRE HATHAWAY INC
Shares:29.1K
Value:$15.5M
% of Portfolio:6.8% ($15.5M/$228.6M)