LFL Advisers, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 8 US equity positions worth $250.2m in its Q2 2025 13F filing. The largest position was TEL at 16.8% of the reported book, followed by BNY and LAMR. Against the Q1 2025 filing, it opened 0 new positions, added to 8 and reduced 0 among the top 8 holdings.
What did LFL Advisers, LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TEL TE CONNECTIVITY LTD | Technology | 16.8% | $41.9m | 248,588 | 3% | added |
| 2 | BNY BANK NEW YORK MELLON CORP | Financial Services | 15.9% | $39.8m | 436,939 | 3% | added |
| 3 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 14.4% | $36.0m | 296,779 | 3% | added |
| 4 | ALV AUTOLIV INC | Consumer Cyclical | 13.3% | $33.2m | 296,792 | 3% | added |
| 5 | PGR PROGRESSIVE CORP OHIO | Financial Services | 12.6% | $31.5m | 118,091 | 3% | added |
| 6 | AON AON PLC | Financial Services | 12.5% | $31.2m | 87,531 | 3% | added |
| 7 | GOOG ALPHABET INC | Communication Services | 8.8% | $21.9m | 123,638 | 3% | added |
| 8 | BRK/B BERKSHIRE HATHAWAY INC DEL | 5.8% | $14.5m | 29,945 | 3% | 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.