Q2 2025 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2025-08-13 · accession 0001694127-25-000003
$250.2M
Reported value
8
Positions
2025-06-30
Period end
The Brief · LFL Advisers, LLC · Q2 2025
AI · grounded in 13F
LFL Advisers, LLC established a new position in TEL with an investment of $41.9M. The fund also initiated new stakes in BK for $39.8M and LAMR for $36M. Additional new positions include ALV, PGR, and AON. The fund ended the period with 8 positions and total AUM of $250.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G87052109 | TEL | TE CONNECTIVITY LTD | $41.9M | 16.8% | 248,588 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $39.8M | 15.9% | 436,939 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $36.0M | 14.4% | 296,779 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $33.2M | 13.3% | 296,792 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $31.5M | 12.6% | 118,091 | Common | SOLE |
| G0403H108 | AON | AON PLC | $31.2M | 12.5% | 87,531 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $21.9M | 8.77% | 123,638 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.5M | 5.81% | 29,945 | 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.