LFL Advisers, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 8 US equity positions worth $228.6m in its Q1 2025 13F filing. The largest position was BNY at 15.6% of the reported book, followed by TEL and AON. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 8 among the top 8 holdings.
What did LFL Advisers, LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BNY BANK NEW YORK MELLON CORP | Financial Services | 15.6% | $35.6m | 424,631 | -3% | reduced |
| 2 | TEL TE CONNECTIVITY LTD | Technology | 14.9% | $34.1m | 241,036 | -3% | reduced |
| 3 | AON AON PLC | Financial Services | 14.8% | $33.9m | 85,047 | -3% | reduced |
| 4 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 14.4% | $32.8m | 288,393 | -3% | reduced |
| 5 | PGR PROGRESSIVE CORP OHIO | Financial Services | 14.2% | $32.4m | 114,477 | -3% | reduced |
| 6 | ALV AUTOLIV INC | Consumer Cyclical | 11.2% | $25.5m | 288,698 | -3% | reduced |
| 7 | GOOG ALPHABET INC | Communication Services | 8.2% | $18.7m | 119,852 | -3% | reduced |
| 8 | BRK/B BERKSHIRE HATHAWAY INC DEL | 6.8% | $15.5m | 29,088 | -3% | reduced |
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.