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LFL Advisers, LLC

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13F filer, CIK 1694127, EVANSTON, IL

LFL Advisers, LLC reported $288,858,341 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001694127-25-000006

Period
2025-09-30
Reported value
$289M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TELadded+6,850$1.5M
BNYadded+13,160$1.43M
ALVadded+9,215$1.14M
LAMRadded+8,895$1.09M
AONadded+2,615$932K

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.

Largest sells vs the previous quarter

None.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001694127-25-000006, largest first. % of portfolio is the value over $288,858,341, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,531 shares; 2024Q4: 247,406 shares; 2025Q1: 241,036 shares; 2025Q2: 248,588 shares; 2025Q3: 255,438 shares 255,438$56.1M19.41%+6,850Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,540 shares; 2024Q4: 435,840 shares; 2025Q1: 424,631 shares; 2025Q2: 436,939 shares; 2025Q3: 450,099 shares 450,099$49M16.98%+13,160Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,554 shares; 2024Q4: 296,329 shares; 2025Q1: 288,698 shares; 2025Q2: 296,792 shares; 2025Q3: 306,007 shares 306,007$37.8M13.08%+9,215Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,300 shares; 2024Q4: 296,000 shares; 2025Q1: 288,393 shares; 2025Q2: 296,779 shares; 2025Q3: 305,674 shares 305,674$37.4M12.95%+8,895Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,156 shares; 2024Q4: 87,296 shares; 2025Q1: 85,047 shares; 2025Q2: 87,531 shares; 2025Q3: 90,146 shares 90,146$32.1M11.13%+2,615Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 123,030 shares; 2025Q1: 119,852 shares; 2025Q2: 123,638 shares; 2025Q3: 127,038 shares 127,038$30.9M10.71%+3,400Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,805 shares; 2024Q4: 117,480 shares; 2025Q1: 114,477 shares; 2025Q2: 118,091 shares; 2025Q3: 121,251 shares 121,251$29.9M10.37%+3,160Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,289 shares; 2024Q4: 29,849 shares; 2025Q1: 29,088 shares; 2025Q2: 29,945 shares; 2025Q3: 30,830 shares 30,830$15.5M5.37%+885Timeline

How Q3 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 0001694127-25-000006 base2025-11-13acceptance time not in the bulk data set