LFL Advisers, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 9 US equity positions worth $256.7m in its Q4 2024 13F filing. The largest position was LAMR at 14.0% of the reported book, followed by TEL and BNY. Against the Q3 2024 filing, it opened 0 new positions, added to 8 and reduced 1 among the top 9 holdings.
What did LFL Advisers, LLC own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 14.0% | $36.0m | 296,000 | 2% | added |
| 2 | TEL TE CONNECTIVITY LTD | Technology | 13.8% | $35.4m | 247,406 | 1% | added |
| 3 | BNY BANK NEW YORK MELLON CORP | Financial Services | 13.0% | $33.5m | 435,840 | 1% | added |
| 4 | AON AON PLC | Financial Services | 12.2% | $31.4m | 87,296 | 1% | added |
| 5 | PGR PROGRESSIVE CORP OHIO | Financial Services | 11.0% | $28.1m | 117,480 | 1% | added |
| 6 | ALV AUTOLIV INC | Consumer Cyclical | 10.8% | $27.8m | 296,329 | 1% | added |
| 7 | CDW CDW CORP | Technology | 10.7% | $27.6m | 158,545 | -8% | reduced |
| 8 | GOOG ALPHABET INC | Communication Services | 9.1% | $23.4m | 123,030 | 1% | added |
| 9 | BRK/B BERKSHIRE HATHAWAY INC DEL | 5.3% | $13.5m | 29,849 | 2% | added |
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.