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LFL Advisers, LLC

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13F filer, CIK 1694127, EVANSTON, IL

LFL Advisers, LLC reported $304,824,626 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001694127-26-000001

Period
2025-12-31
Reported value
$305M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PGRadded+19,021$4.33M
BNYadded+12,527$1.45M
GOOGadded+3,541$1.11M
ALVadded+8,500$1.01M
AONadded+2,511$886K

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

SecurityShares changeApprox. value
TELreduced-21,551-$4.9M

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, Q4 2025

Share positions as resolved from 13F-HR 0001694127-26-000001, largest first. % of portfolio is the value over $304,824,626, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,540 shares; 2024Q4: 435,840 shares; 2025Q1: 424,631 shares; 2025Q2: 436,939 shares; 2025Q3: 450,099 shares; 2025Q4: 462,626 shares 462,626$53.7M17.62%+12,527Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,531 shares; 2024Q4: 247,406 shares; 2025Q1: 241,036 shares; 2025Q2: 248,588 shares; 2025Q3: 255,438 shares; 2025Q4: 233,887 shares 233,887$53.2M17.46%-21,551Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 123,030 shares; 2025Q1: 119,852 shares; 2025Q2: 123,638 shares; 2025Q3: 127,038 shares; 2025Q4: 130,579 shares 130,579$41M13.44%+3,541Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,300 shares; 2024Q4: 296,000 shares; 2025Q1: 288,393 shares; 2025Q2: 296,779 shares; 2025Q3: 305,674 shares; 2025Q4: 308,335 shares 308,335$39M12.8%+2,661Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,554 shares; 2024Q4: 296,329 shares; 2025Q1: 288,698 shares; 2025Q2: 296,792 shares; 2025Q3: 306,007 shares; 2025Q4: 314,507 shares 314,507$37.3M12.25%+8,500Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,156 shares; 2024Q4: 87,296 shares; 2025Q1: 85,047 shares; 2025Q2: 87,531 shares; 2025Q3: 90,146 shares; 2025Q4: 92,657 shares 92,657$32.7M10.73%+2,511Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,805 shares; 2024Q4: 117,480 shares; 2025Q1: 114,477 shares; 2025Q2: 118,091 shares; 2025Q3: 121,251 shares; 2025Q4: 140,272 shares 140,272$31.9M10.48%+19,021Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,289 shares; 2024Q4: 29,849 shares; 2025Q1: 29,088 shares; 2025Q2: 29,945 shares; 2025Q3: 30,830 shares; 2025Q4: 31,693 shares 31,693$15.9M5.23%+863Timeline

How Q4 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 0001694127-26-000001 base2026-02-13acceptance time not in the bulk data set