Lfl Advisers, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $228.6MLatest: 2025Q1

LFL Advisers, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LAMR",
  "PGR",
  "TEL",
  "AON",
  "ALV",
  "BK",
  "BRK-B",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: lfl-advisers
Manager Name: Lfl-Advisers

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $228.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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Bank of New York Mellon Corp

BK|064058100

Shares:424.6K

Value:$35.6M

% of Portfolio:15.6% ($35.6M/$228.6M)

TE Connectivity plc

TEL|G87052109

Shares:241.0K

Value:$34.1M

% of Portfolio:14.9% ($34.1M/$228.6M)

Aon plc

AON|G0403H108

Shares:85.0K

Value:$33.9M

% of Portfolio:14.8% ($33.9M/$228.6M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:288.4K

Value:$32.8M

% of Portfolio:14.4% ($32.8M/$228.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:114.5K

Value:$32.4M

% of Portfolio:14.2% ($32.4M/$228.6M)

AUTOLIV INC

ALV|052800109

Shares:288.7K

Value:$25.5M

% of Portfolio:11.2% ($25.5M/$228.6M)

Alphabet Inc.

GOOG|02079K107

Shares:119.9K

Value:$18.7M

% of Portfolio:8.2% ($18.7M/$228.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:29.1K

Value:$15.5M

% of Portfolio:6.8% ($15.5M/$228.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Bank of New York Mellon Corp(BKcusip064058100)	424.6K	QoQ -2.57% (-11.2K) YoY +7.05% (+28.0K)	All Managers (Combined)	$35.6M	15.6% ($35.6M/$228.6M)	QoQ +6.35% (-$2.1M) YoY +55.82% (+$12.8M)
TE Connectivity plc(TELcusipG87052109)	241.0K	QoQ -2.57% (-6.4K) YoY NEW(+241.0K)	All Managers (Combined)	$34.1M	14.9% ($34.1M/$228.6M)	QoQ -3.69% (-$1.3M) YoY NEW(+$34.1M)
Aon plc(AONcusipG0403H108)	85.0K	QoQ -2.57% (-2.2K) YoY +6.89% (+5.5K)	All Managers (Combined)	$33.9M	14.8% ($33.9M/$228.6M)	QoQ +8.25% (-$2.6M) YoY +27.82% (+$7.4M)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	288.4K	QoQ -2.56% (-7.6K) YoY +7.21% (+19.4K)	All Managers (Combined)	$32.8M	14.4% ($32.8M/$228.6M)	QoQ -8.94% (-$3.2M) YoY +2.16% (+$695.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	114.5K	QoQ -2.55% (-3.0K) YoY +3.04% (+3.4K)	All Managers (Combined)	$32.4M	14.2% ($32.4M/$228.6M)	QoQ +15.09% (-$4.2M) YoY +41.00% (+$9.4M)
AUTOLIV INC(ALVcusip052800109)	288.7K	QoQ -2.57% (-7.6K) YoY +6.45% (-17.5K)	All Managers (Combined)	$25.5M	11.2% ($25.5M/$228.6M)	QoQ -8.12% (-$2.3M) YoY -21.81% (-$7.1M)
Alphabet Inc.(GOOGcusip02079K107)	119.9K	QoQ -2.58% (-3.2K) YoY +6.93% (+7.8K)	All Managers (Combined)	$18.7M	8.2% ($18.7M/$228.6M)	QoQ -20.08% (-$4.7M) YoY +9.72% (+$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	29.1K	QoQ -2.54% (-761) YoY +6.98% (+1.9K)	All Managers (Combined)	$15.5M	6.8% ($15.5M/$228.6M)	QoQ +14.49% (-$2.0M) YoY +35.49% (+$4.1M)