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LFL Advisers, LLC

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13F filer, CIK 1694127, EVANSTON, IL

LFL Advisers, LLC reported $228,581,412 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001694127-25-000002

Period
2025-03-31
Reported value
$229M
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CDWexited-158,545-$27.6M
BNYreduced-11,209-$940K
TELreduced-6,370-$900K
AONreduced-2,249-$898K
LAMRreduced-7,607-$866K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001694127-25-000002, largest first. % of portfolio is the value over $228,581,412, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,540 shares; 2024Q4: 435,840 shares; 2025Q1: 424,631 shares 424,631$35.6M15.58%-11,209Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,531 shares; 2024Q4: 247,406 shares; 2025Q1: 241,036 shares 241,036$34.1M14.9%-6,370Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,156 shares; 2024Q4: 87,296 shares; 2025Q1: 85,047 shares 85,047$33.9M14.85%-2,249Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,300 shares; 2024Q4: 296,000 shares; 2025Q1: 288,393 shares 288,393$32.8M14.36%-7,607Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,805 shares; 2024Q4: 117,480 shares; 2025Q1: 114,477 shares 114,477$32.4M14.17%-3,003Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,554 shares; 2024Q4: 296,329 shares; 2025Q1: 288,698 shares 288,698$25.5M11.17%-7,631Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 123,030 shares; 2025Q1: 119,852 shares 119,852$18.7M8.19%-3,178Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,289 shares; 2024Q4: 29,849 shares; 2025Q1: 29,088 shares 29,088$15.5M6.78%-761Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CDWCDW CORP158,545$27.6Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001694127-25-000002 base2025-05-13acceptance time not in the bulk data set