LFL Advisers, LLC Concentrated Active

CIK: 0001694127 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $288,858 (100.0% shares, 0.0% debt)

Holdings (8)

TEL TE CONNECTIVITY LTD 19.4%

Value ($000) $56,076 Shares 255,438 Est. Cost $148.44 Unrealized +34.7%

BK BANK NEW YORK MELLON CORP 17.0%

Value ($000) $49,043 Shares 450,099 Est. Cost $43.71 Unrealized +131.9%

ALV AUTOLIV INC 13.1%

Value ($000) $37,792 Shares 306,007 Est. Cost $71.84 Unrealized +65.8%

LAMR LAMAR ADVERTISING CO NEW 13.0%

Value ($000) $37,421 Shares 305,674 Est. Cost $70.14 Unrealized —

AON AON PLC 11.1%

Value ($000) $32,144 Shares 90,146 Est. Cost $227.37 Unrealized +59.0%

GOOG ALPHABET INC 10.7%

Value ($000) $30,940 Shares 127,038 Est. Cost $122.14 Unrealized +71.9%

PGR PROGRESSIVE CORP OHIO 10.4%

Value ($000) $29,943 Shares 121,251 Est. Cost $62.51 Unrealized +270.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 5.4%

Value ($000) $15,499 Shares 30,830 Est. Cost $245.20 Unrealized +97.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TEL	TE CONNECTIVITY LTD	255,438	$56,076	19.4%	$148.44	+34.7%	REG SHS	G87052109
BK	BANK NEW YORK MELLON CORP	450,099	$49,043	17.0%	$43.71	+131.9%	COM	064058100
ALV	AUTOLIV INC	306,007	$37,792	13.1%	$71.84	+65.8%	COM	052800109
LAMR	LAMAR ADVERTISING CO NEW	305,674	$37,421	13.0%	$70.14	—	CL A	512816109
AON	AON PLC	90,146	$32,144	11.1%	$227.37	+59.0%	COM	G0403H108
GOOG	ALPHABET INC	127,038	$30,940	10.7%	$122.14	+71.9%	CAP STK CL C	02079K107
PGR	PROGRESSIVE CORP OHIO	121,251	$29,943	10.4%	$62.51	+270.6%	COM	743315103
BRK/B	BERKSHIRE HATHAWAY INC DEL	30,830	$15,499	5.4%	$245.20	+97.5%	CL B NEW	084670702