13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001694127-25-000001
Total Value
$256.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMAR ADVERTISING CO NEW | LAMR | 296,000 | $36.0M | 14.04% |
| 2 | TE CONNECTIVITY LTD | TEL | 247,406 | $35.4M | 13.78% |
| 3 | BANK NEW YORK MELLON CORP | 064058100 | 435,840 | $33.5M | 13.04% |
| 4 | AON PLC | AON | 87,296 | $31.4M | 12.21% |
| 5 | PROGRESSIVE CORP OHIO | 743315103 | 117,480 | $28.1M | 10.96% |
| 6 | AUTOLIV INC | ALV | 296,329 | $27.8M | 10.83% |
| 7 | CDW CORP | CDW | 158,545 | $27.6M | 10.75% |
| 8 | ALPHABET INC | GOOG | 123,030 | $23.4M | 9.13% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,849 | $13.5M | 5.27% |