LFL Advisers, LLC Concentrated Active

CIK: 0001694127 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $250,187 (100.0% shares, 0.0% debt)

Holdings (8)

TEL TE CONNECTIVITY LTD 16.8%

Value ($000) $41,929 Shares 248,588 Est. Cost $147.02 Unrealized +2.7%

BK BANK NEW YORK MELLON CORP 15.9%

Value ($000) $39,810 Shares 436,939 Est. Cost $41.97 Unrealized +100.0%

LAMR LAMAR ADVERTISING CO NEW 14.4%

Value ($000) $36,017 Shares 296,779 Est. Cost $68.58 Unrealized —

ALV AUTOLIV INC 13.3%

Value ($000) $33,211 Shares 296,792 Est. Cost $70.37 Unrealized +37.7%

PGR PROGRESSIVE CORP OHIO 12.6%

Value ($000) $31,514 Shares 118,091 Est. Cost $57.99 Unrealized +344.1%

AON AON PLC 12.5%

Value ($000) $31,228 Shares 87,531 Est. Cost $223.37 Unrealized +61.8%

GOOG ALPHABET INC 8.8%

Value ($000) $21,932 Shares 123,638 Est. Cost $119.73 Unrealized +37.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 5.8%

Value ($000) $14,546 Shares 29,945 Est. Cost $238.13 Unrealized +113.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TEL	TE CONNECTIVITY LTD	248,588	$41,929	16.8%	$147.02	+2.7%	REG SHS	G87052109
BK	BANK NEW YORK MELLON CORP	436,939	$39,810	15.9%	$41.97	+100.0%	COM	064058100
LAMR	LAMAR ADVERTISING CO NEW	296,779	$36,017	14.4%	$68.58	—	CL A	512816109
ALV	AUTOLIV INC	296,792	$33,211	13.3%	$70.37	+37.7%	COM	052800109
PGR	PROGRESSIVE CORP OHIO	118,091	$31,514	12.6%	$57.99	+344.1%	COM	743315103
AON	AON PLC	87,531	$31,228	12.5%	$223.37	+61.8%	COM	G0403H108
GOOG	ALPHABET INC	123,638	$21,932	8.8%	$119.73	+37.7%	CAP STK CL C	02079K107
BRK/B	BERKSHIRE HATHAWAY INC DEL	29,945	$14,546	5.8%	$238.13	+113.3%	CL B NEW	084670702