Filed: 2/13/2025ACC: 0001694127-25-000001
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $256.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$256.74M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
COM$148.37M57.8%
CL A$36.04M14.0%
REG SHS$35.37M13.8%
CAP STK CL C$23.43M9.1%
CL B NEW$13.53M5.3%
Portfolio Concentration
Top 3$104.89M40.9%
4–10$151.85M59.1%
Top 3 weight
40.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Sole
Full voting authority
1.79M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
LAMAR ADVERTISING CO NEW
SOLEShares296K
TypeSH
Market value$36.04M
14.04%
Sole
296K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares247.41K
TypeSH
Market value$35.37M
13.78%
Sole
247.41K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares435.84K
TypeSH
Market value$33.49M
13.04%
Sole
435.84K
Shared
0.00
None
0.00
AON PLC
SOLEShares87.30K
TypeSH
Market value$31.35M
12.21%
Sole
87.30K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares117.48K
TypeSH
Market value$28.15M
10.96%
Sole
117.48K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares296.33K
TypeSH
Market value$27.79M
10.83%
Sole
296.33K
Shared
0.00
None
0.00
CDW CORP
SOLEShares158.54K
TypeSH
Market value$27.59M
10.75%
Sole
158.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares123.03K
TypeSH
Market value$23.43M
9.13%
Sole
123.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.85K
TypeSH
Market value$13.53M
5.27%
Sole
29.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAMAR ADVERTISING CO NEWSOLE | CL A | 296K | SH | $36.04M 14.04% | 296K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | REG SHS | 247.41K | SH | $35.37M 13.78% | 247.41K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 435.84K | SH | $33.49M 13.04% | 435.84K | 0.00 | 0.00 |
AON PLCSOLE | COM | 87.30K | SH | $31.35M 12.21% | 87.30K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 117.48K | SH | $28.15M 10.96% | 117.48K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 296.33K | SH | $27.79M 10.83% | 296.33K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 158.54K | SH | $27.59M 10.75% | 158.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 123.03K | SH | $23.43M 9.13% | 123.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.85K | SH | $13.53M 5.27% | 29.85K | 0.00 | 0.00 |