LFL Advisers, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 10 US equity positions worth $279.0m in its Q3 2024 13F filing. The largest position was CDW at 14.0% of the reported book, followed by LAMR and TEL.
What did LFL Advisers, LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CDW CDW CORP | Technology | 14.0% | $39.0m | 172,145 | – | |
| 2 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 14.0% | $38.9m | 291,300 | – | |
| 3 | TEL TE CONNECTIVITY LTD | Technology | 13.2% | $36.9m | 244,531 | – | |
| 4 | BNY BANK NEW YORK MELLON CORP | Financial Services | 11.1% | $30.9m | 429,540 | – | |
| 5 | AON AON PLC | Financial Services | 10.7% | $29.8m | 86,156 | – | |
| 6 | PGR PROGRESSIVE CORP OHIO | Financial Services | 10.5% | $29.4m | 115,805 | – | |
| 7 | ALV AUTOLIV INC | Consumer Cyclical | 9.8% | $27.4m | 293,554 | – | |
| 8 | GOOG ALPHABET INC | Communication Services | 7.3% | $20.3m | 121,355 | – | |
| 9 | BRK/B BERKSHIRE HATHAWAY INC DEL | 4.8% | $13.5m | 29,289 | – | ||
| 10 | SCHW SCHWAB CHARLES CORP NEW | Financial Services | 4.6% | $12.9m | 199,665 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.