13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001694127-25-000003
Total Value
$250.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TE CONNECTIVITY LTD | TEL | 248,588 | $41.9M | 16.76% |
| 2 | BANK NEW YORK MELLON CORP | 064058100 | 436,939 | $39.8M | 15.91% |
| 3 | LAMAR ADVERTISING CO NEW | LAMR | 296,779 | $36.0M | 14.40% |
| 4 | AUTOLIV INC | ALV | 296,792 | $33.2M | 13.27% |
| 5 | PROGRESSIVE CORP OHIO | 743315103 | 118,091 | $31.5M | 12.60% |
| 6 | AON PLC | AON | 87,531 | $31.2M | 12.48% |
| 7 | ALPHABET INC | GOOG | 123,638 | $21.9M | 8.77% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,945 | $14.5M | 5.81% |