LFL Advisers, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 8 US equity positions worth $288.9m in its Q3 2025 13F filing. The largest position was TEL at 19.4% of the reported book, followed by BNY and ALV. Against the Q2 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 Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TEL TE CONNECTIVITY LTD | Technology | 19.4% | $56.1m | 255,438 | 3% | added |
| 2 | BNY BANK NEW YORK MELLON CORP | Financial Services | 17.0% | $49.0m | 450,099 | 3% | added |
| 3 | ALV AUTOLIV INC | Consumer Cyclical | 13.1% | $37.8m | 306,007 | 3% | added |
| 4 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 13.0% | $37.4m | 305,674 | 3% | added |
| 5 | AON AON PLC | Financial Services | 11.1% | $32.1m | 90,146 | 3% | added |
| 6 | GOOG ALPHABET INC | Communication Services | 10.7% | $30.9m | 127,038 | 3% | added |
| 7 | PGR PROGRESSIVE CORP OHIO | Financial Services | 10.4% | $29.9m | 121,251 | 3% | added |
| 8 | BRK/B BERKSHIRE HATHAWAY INC DEL | 5.4% | $15.5m | 30,830 | 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.