13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001694127-25-000006
Total Value
$288.9M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TE CONNECTIVITY LTD | TEL | 255,438 | $56.1M | 19.41% |
| 2 | BANK NEW YORK MELLON CORP | 064058100 | 450,099 | $49.0M | 16.98% |
| 3 | AUTOLIV INC | ALV | 306,007 | $37.8M | 13.08% |
| 4 | LAMAR ADVERTISING CO NEW | LAMR | 305,674 | $37.4M | 12.95% |
| 5 | AON PLC | AON | 90,146 | $32.1M | 11.13% |
| 6 | ALPHABET INC | GOOG | 127,038 | $30.9M | 10.71% |
| 7 | PROGRESSIVE CORP OHIO | 743315103 | 121,251 | $29.9M | 10.37% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 30,830 | $15.5M | 5.37% |