Q3 2025 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2025-11-13 · accession 0001694127-25-000006
$288.9M
Reported value
8
Positions
2025-09-30
Period end
The Brief · LFL Advisers, LLC · Q3 2025
AI · grounded in 13F
LFL Advisers, LLC established a new position in TEL worth $56.1M. The fund also initiated new stakes in BK for $49M and ALV for $37.8M. Additional new positions include LAMR, AON, and GOOG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G87052109 | TEL | TE CONNECTIVITY LTD | $56.1M | 19.4% | 255,438 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $49.0M | 17.0% | 450,099 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $37.8M | 13.1% | 306,007 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $37.4M | 13.0% | 305,674 | Common | SOLE |
| G0403H108 | AON | AON PLC | $32.1M | 11.1% | 90,146 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $30.9M | 10.7% | 127,038 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $29.9M | 10.4% | 121,251 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.5M | 5.37% | 30,830 | 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.