LFL Advisers, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
LFL Advisers, LLC disclosed 8 US equity positions worth $304.8m in its Q4 2025 13F filing. The largest position was BNY at 17.6% of the reported book, followed by TEL and GOOG. Against the Q3 2025 filing, it opened 0 new positions, added to 7 and reduced 1 among the top 8 holdings.
What did LFL Advisers, LLC own in Q4 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BNY BANK NEW YORK MELLON CORP | Financial Services | 17.6% | $53.7m | 462,626 | 3% | added |
| 2 | TEL TE CONNECTIVITY LTD | Technology | 17.5% | $53.2m | 233,887 | -8% | reduced |
| 3 | GOOG ALPHABET INC | Communication Services | 13.4% | $41.0m | 130,579 | 3% | added |
| 4 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 12.8% | $39.0m | 308,335 | 1% | added |
| 5 | ALV AUTOLIV INC | Consumer Cyclical | 12.2% | $37.3m | 314,507 | 3% | added |
| 6 | AON AON PLC | Financial Services | 10.7% | $32.7m | 92,657 | 3% | added |
| 7 | PGR PROGRESSIVE CORP OHIO | Financial Services | 10.5% | $31.9m | 140,272 | 16% | added |
| 8 | BRK/B BERKSHIRE HATHAWAY INC DEL | 5.2% | $15.9m | 31,693 | 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.