Filed: 5/13/2025ACC: 0001694127-25-000002
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $228.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$228.58M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$127.49M55.8%
REG SHS$34.06M14.9%
CL A$32.81M14.4%
CAP STK CL C$18.72M8.2%
CL B NEW$15.49M6.8%
Portfolio Concentration
Top 3$103.62M45.3%
4–10$124.96M54.7%
Top 3 weight
45.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
1.59M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
BANK NEW YORK MELLON CORP
SOLEShares424.63K
TypeSH
Market value$35.61M
15.58%
Sole
424.63K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares241.04K
TypeSH
Market value$34.06M
14.90%
Sole
241.04K
Shared
0.00
None
0.00
AON PLC
SOLEShares85.05K
TypeSH
Market value$33.94M
14.85%
Sole
85.05K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares288.39K
TypeSH
Market value$32.81M
14.36%
Sole
288.39K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares114.48K
TypeSH
Market value$32.40M
14.17%
Sole
114.48K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares288.70K
TypeSH
Market value$25.54M
11.17%
Sole
288.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares119.85K
TypeSH
Market value$18.72M
8.19%
Sole
119.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.09K
TypeSH
Market value$15.49M
6.78%
Sole
29.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORPSOLE | COM | 424.63K | SH | $35.61M 15.58% | 424.63K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | REG SHS | 241.04K | SH | $34.06M 14.90% | 241.04K | 0.00 | 0.00 |
AON PLCSOLE | COM | 85.05K | SH | $33.94M 14.85% | 85.05K | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 288.39K | SH | $32.81M 14.36% | 288.39K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 114.48K | SH | $32.40M 14.17% | 114.48K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 288.70K | SH | $25.54M 11.17% | 288.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 119.85K | SH | $18.72M 8.19% | 119.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.09K | SH | $15.49M 6.78% | 29.09K | 0.00 | 0.00 |