13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001694127-24-000004
Total Value
$279.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CDW CORP | CDW | 172,145 | $39.0M | 13.96% |
| 2 | LAMAR ADVERTISING CO NEW | LAMR | 291,300 | $38.9M | 13.95% |
| 3 | TE CONNECTIVITY LTD | TEL | 244,531 | $36.9M | 13.23% |
| 4 | BANK NEW YORK MELLON CORP | 064058100 | 429,540 | $30.9M | 11.06% |
| 5 | AON PLC | AON | 86,156 | $29.8M | 10.69% |
| 6 | PROGRESSIVE CORP OHIO | 743315103 | 115,805 | $29.4M | 10.53% |
| 7 | AUTOLIV INC | ALV | 293,554 | $27.4M | 9.82% |
| 8 | ALPHABET INC | GOOG | 121,355 | $20.3M | 7.27% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,289 | $13.5M | 4.83% |
| 10 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 199,665 | $12.9M | 4.64% |