LFL ADVISERS, LLC

PrivateCIK: 1694127
Location

EVANSTON, IL

9
Positions
$332.41M
Total AUM (reported)
2.39M
Total Shares

Allocation by class

TOTAL AUM$332.41M9 positions
COM$199.08M59.9%
REG SHS$48.92M14.7%
CL A$40.07M12.1%
CAP STK CL C$29.10M8.8%
CL B NEW$15.24M4.6%

Portfolio Concentration

Top 343.9%4–1056.1%TOP 10100.0%0%100%
Top 3$146.09M43.9%
4–10$186.32M56.1%

Top 3 weight

43.9%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 2.39M

Sole

Full voting authority

2.39M

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:

BANK NEW YORK MELLON CORP

SOLE
COM
Shares459.54K
TypeSH
Market value$54.52M
16.40%
Sole
459.54K
Shared
0.00
None
0.00

TE CONNECTIVITY LTD

SOLE
REG SHS
Shares234.04K
TypeSH
Market value$48.92M
14.72%
Sole
234.04K
Shared
0.00
None
0.00

SUNBELT RENTALS HOLDINGS INC

SOLE
COM
Shares659.88K
TypeSH
Market value$42.66M
12.83%
Sole
659.88K
Shared
0.00
None
0.00

AON PLC

SOLE
COM
Shares126.67K
TypeSH
Market value$40.89M
12.30%
Sole
126.67K
Shared
0.00
None
0.00

LAMAR ADVERTISING CO NEW

SOLE
CL A
Shares316.34K
TypeSH
Market value$40.07M
12.05%
Sole
316.34K
Shared
0.00
None
0.00

AUTOLIV INC

SOLE
COM
Shares314.93K
TypeSH
Market value$33.12M
9.96%
Sole
314.93K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares101.45K
TypeSH
Market value$29.10M
8.76%
Sole
101.45K
Shared
0.00
None
0.00

PROGRESSIVE CORP OHIO

SOLE
COM
Shares140.78K
TypeSH
Market value$27.91M
8.40%
Sole
140.78K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares31.80K
TypeSH
Market value$15.24M
4.58%
Sole
31.80K
Shared
0.00
None
0.00