Filed: 8/13/2025ACC: 0001694127-25-000003
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $250.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$250.19M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$135.76M54.3%
REG SHS$41.93M16.8%
CL A$36.02M14.4%
CAP STK CL C$21.93M8.8%
CL B NEW$14.55M5.8%
Portfolio Concentration
Top 3$117.76M47.1%
4–10$132.43M52.9%
Top 3 weight
47.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.64M
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:
TE CONNECTIVITY LTD
SOLEShares248.59K
TypeSH
Market value$41.93M
16.76%
Sole
248.59K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares436.94K
TypeSH
Market value$39.81M
15.91%
Sole
436.94K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares296.78K
TypeSH
Market value$36.02M
14.40%
Sole
296.78K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares296.79K
TypeSH
Market value$33.21M
13.27%
Sole
296.79K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares118.09K
TypeSH
Market value$31.51M
12.60%
Sole
118.09K
Shared
0.00
None
0.00
AON PLC
SOLEShares87.53K
TypeSH
Market value$31.23M
12.48%
Sole
87.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares123.64K
TypeSH
Market value$21.93M
8.77%
Sole
123.64K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.95K
TypeSH
Market value$14.55M
5.81%
Sole
29.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TE CONNECTIVITY LTDSOLE | REG SHS | 248.59K | SH | $41.93M 16.76% | 248.59K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 436.94K | SH | $39.81M 15.91% | 436.94K | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 296.78K | SH | $36.02M 14.40% | 296.78K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 296.79K | SH | $33.21M 13.27% | 296.79K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 118.09K | SH | $31.51M 12.60% | 118.09K | 0.00 | 0.00 |
AON PLCSOLE | COM | 87.53K | SH | $31.23M 12.48% | 87.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 123.64K | SH | $21.93M 8.77% | 123.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.95K | SH | $14.55M 5.81% | 29.95K | 0.00 | 0.00 |