Q4 2025 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2026-02-13 · accession 0001694127-26-000001
$304.8M
Reported value
8
Positions
2025-12-31
Period end
The Brief · LFL Advisers, LLC · Q4 2025
AI · grounded in 13F
LFL Advisers, LLC increased its position in PGR by 15.69%. The fund also accumulated shares in BRK/B and AON, both increasing by approximately 2.79%. Conversely, the fund trimmed its holding in TEL by 8.44%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 064058100 | BK | BANK NEW YORK MELLON CORP | $53.7M | 17.6% | 462,626 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY LTD | $53.2M | 17.5% | 233,887 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $41.0M | 13.4% | 130,579 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $39.0M | 12.8% | 308,335 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $37.3M | 12.2% | 314,507 | Common | SOLE |
| G0403H108 | AON | AON PLC | $32.7M | 10.7% | 92,657 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $31.9M | 10.5% | 140,272 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.9M | 5.23% | 31,693 | 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.