LFL Advisers, LLC Concentrated Active

CIK: 0001694127 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $256,741 (100.0% shares, 0.0% debt)

Holdings (9)

LAMR LAMAR ADVERTISING CO NEW 14.0%

Value ($000) $36,035 Shares 296,000 Est. Cost $67.04 Unrealized —

TEL TE CONNECTIVITY LTD 13.8%

Value ($000) $35,372 Shares 247,406 Est. Cost $146.90 Unrealized -0.1%

BK BANK NEW YORK MELLON CORP 13.0%

Value ($000) $33,486 Shares 435,840 Est. Cost $40.75 Unrealized +85.3%

AON AON PLC 12.2%

Value ($000) $31,353 Shares 87,296 Est. Cost $219.34 Unrealized +66.5%

PGR PROGRESSIVE CORP OHIO 11.0%

Value ($000) $28,149 Shares 117,480 Est. Cost $51.69 Unrealized +348.8%

ALV AUTOLIV INC 10.8%

Value ($000) $27,793 Shares 296,329 Est. Cost $69.63 Unrealized +34.5%

CDW CDW CORP 10.7%

Value ($000) $27,593 Shares 158,545 Est. Cost $52.83 Unrealized +261.4%

GOOG ALPHABET INC 9.1%

Value ($000) $23,430 Shares 123,030 Est. Cost $118.30 Unrealized +48.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 5.3%

Value ($000) $13,530 Shares 29,849 Est. Cost $230.19 Unrealized +100.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LAMR	LAMAR ADVERTISING CO NEW	296,000	$36,035	14.0%	$67.04	—	CL A	512816109
TEL	TE CONNECTIVITY LTD	247,406	$35,372	13.8%	$146.90	-0.1%	REG SHS	G87052109
BK	BANK NEW YORK MELLON CORP	435,840	$33,486	13.0%	$40.75	+85.3%	COM	064058100
AON	AON PLC	87,296	$31,353	12.2%	$219.34	+66.5%	COM	G0403H108
PGR	PROGRESSIVE CORP OHIO	117,480	$28,149	11.0%	$51.69	+348.8%	COM	743315103
ALV	AUTOLIV INC	296,329	$27,793	10.8%	$69.63	+34.5%	COM	052800109
CDW	CDW CORP	158,545	$27,593	10.7%	$52.83	+261.4%	COM	12514G108
GOOG	ALPHABET INC	123,030	$23,430	9.1%	$118.30	+48.5%	CAP STK CL C	02079K107
BRK/B	BERKSHIRE HATHAWAY INC DEL	29,849	$13,530	5.3%	$230.19	+100.6%	CL B NEW	084670702