Filed: 11/13/2025ACC: 0001694127-25-000006
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $288.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$288.86M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
COM$148.92M51.6%
REG SHS$56.08M19.4%
CL A$37.42M13.0%
CAP STK CL C$30.94M10.7%
CL B NEW$15.50M5.4%
Portfolio Concentration
Top 3$142.91M49.5%
4–10$145.95M50.5%
Top 3 weight
49.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Sole
Full voting authority
1.69M
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
SOLEShares255.44K
TypeSH
Market value$56.08M
19.41%
Sole
255.44K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares450.10K
TypeSH
Market value$49.04M
16.98%
Sole
450.10K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares306.01K
TypeSH
Market value$37.79M
13.08%
Sole
306.01K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares305.67K
TypeSH
Market value$37.42M
12.95%
Sole
305.67K
Shared
0.00
None
0.00
AON PLC
SOLEShares90.15K
TypeSH
Market value$32.14M
11.13%
Sole
90.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares127.04K
TypeSH
Market value$30.94M
10.71%
Sole
127.04K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares121.25K
TypeSH
Market value$29.94M
10.37%
Sole
121.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares30.83K
TypeSH
Market value$15.50M
5.37%
Sole
30.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TE CONNECTIVITY LTDSOLE | REG SHS | 255.44K | SH | $56.08M 19.41% | 255.44K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 450.10K | SH | $49.04M 16.98% | 450.10K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 306.01K | SH | $37.79M 13.08% | 306.01K | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 305.67K | SH | $37.42M 12.95% | 305.67K | 0.00 | 0.00 |
AON PLCSOLE | COM | 90.15K | SH | $32.14M 11.13% | 90.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 127.04K | SH | $30.94M 10.71% | 127.04K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 121.25K | SH | $29.94M 10.37% | 121.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.83K | SH | $15.50M 5.37% | 30.83K | 0.00 | 0.00 |