Q4 2024 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2025-02-13 · accession 0001694127-25-000001
$256.7M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $36.0M | 14.0% | 296,000 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY LTD | $35.4M | 13.8% | 247,406 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $33.5M | 13.0% | 435,840 | Common | SOLE |
| G0403H108 | AON | AON PLC | $31.4M | 12.2% | 87,296 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $28.1M | 11.0% | 117,480 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $27.8M | 10.8% | 296,329 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $27.6M | 10.7% | 158,545 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $23.4M | 9.13% | 123,030 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.5M | 5.27% | 29,849 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.