Q1 2025 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2025-05-13 · accession 0001694127-25-000002
$228.6M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 064058100 | BK | BANK NEW YORK MELLON CORP | $35.6M | 15.6% | 424,631 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY LTD | $34.1M | 14.9% | 241,036 | Common | SOLE |
| G0403H108 | AON | AON PLC | $33.9M | 14.8% | 85,047 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $32.8M | 14.4% | 288,393 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $32.4M | 14.2% | 114,477 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $25.5M | 11.2% | 288,698 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $18.7M | 8.19% | 119,852 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.5M | 6.78% | 29,088 | 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.