LA
| |
LFL Advisers, LLC13F | |
| LFL Advisers, LLC | |
| Last update 2025-05-13 | 8 Stocks (0 new) |
| Value $229.00 Mil | Turnover 0 % |
LFL Advisers, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK | Bank of New York Mellon Corp | 424,631 | 35,613.8 | -2.57% | 15.580 | -0.34% | 0.060 | +27.20% | +30.20% | 69,727.2 | Banks | |
TEL | TE Connectivity PLC | 241,036 | 34,063.2 | -2.57% | 14.900 | -0.35% | 0.080 | +47.25% | +40.72% | 59,152.1 | Hardware | |
AON | Aon PLC | 85,047 | 33,941.4 | -2.58% | 14.850 | -0.31% | 0.040 | -3.58% | -0.80% | 76,631.7 | Insurance | |
LAMR | Lamar Advertising Co | 288,393 | 32,813.4 | -2.57% | 14.360 | -0.36% | 0.280 | +14.84% | +5.96% | 12,853.5 | REITs | |
PGR | Progressive Corp | 114,477 | 32,398.1 | -2.56% | 14.170 | -0.28% | 0.020 | -6.98% | +4.90% | 144,453.5 | Insurance | |
ALV | Autoliv Inc | 288,698 | 25,535.3 | -2.58% | 11.170 | -0.28% | 0.370 | +32.83% | +26.83% | 9,008.7 | Vehicles & Parts | |
GOOG | Alphabet Inc | 119,852 | 18,724.5 | -2.58% | 8.190 | -0.24% | 0.000 | +20.92% | +0.26% | 2,306,451.8 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 29,088 | 15,491.7 | -2.55% | 6.780 | -0.13% | 0.000 | -8.23% | +6.65% | 1,041,577.8 | Insurance | |
CDW | CDW Corp | 0 | 0 | Sold Out | 0.000 | -10.75% | 0.000 | +18.13% | +5.47% | 24,008.2 | Software |
LFL Advisers, LLC's Historical Top Holdings Breakdowns
LFL Advisers, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CDW | CDW Corp | 2025-03-31 | Sold Out Sold Out | -10.75% | 160.26 ($181.71) 206.13 | $182.31 | 0.33% | Sold Out | 0 | -158,545 | |
LAMR | Lamar Advertising Co | 2025-03-31 | Reduce Reduce | -0.36% | 110.65 ($121.77) 132.9 | $125.53 | 3.09% | Reduce -2.57% | 288,393 | -7,607 | |
TEL | TE Connectivity PLC | 2025-03-31 | Reduce Reduce | -0.35% | 140.64 ($148) 156.98 | $199.06 | 34.50% | Reduce -2.57% | 241,036 | -6,370 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -0.34% | 75.42 ($84.04) 88.95 | $98.80 | 17.56% | Reduce -2.57% | 424,631 | -11,209 | |
AON | Aon PLC | 2025-03-31 | Reduce Reduce | -0.31% | 348.44 ($383.42) 409.32 | $355.12 | -7.38% | Reduce -2.58% | 85,047 | -2,249 | |
ALV | Autoliv Inc | 2025-03-31 | Reduce Reduce | -0.28% | 87.68 ($95.23) 102.7 | $117.46 | 23.34% | Reduce -2.58% | 288,698 | -7,631 | |
PGR | Progressive Corp | 2025-03-31 | Reduce Reduce | -0.28% | 235.61 ($261.55) 291.22 | $246.63 | -5.70% | Reduce -2.56% | 114,477 | -3,003 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.24% | 156.06 ($183.12) 207.71 | $190.59 | 4.08% | Reduce -2.58% | 119,852 | -3,178 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.13% | 442.66 ($486.15) 534.52 | $483.83 | -0.48% | Reduce -2.55% | 29,088 | -761 | |
SCHW | Charles Schwab Corp | 2024-12-31 | Sold Out Sold Out | -4.64% | 63.35 ($75) 82.85 | $95.06 | 26.75% | Sold Out | 0 | -199,665 |
LFL Advisers, LLC Total Holding History ($B)
LFL Advisers, LLC's Asset Allocation
LFL Advisers, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LFL Advisers, LLC's Hypothetical Growth since 2025-03-31
LFL Advisers, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LFL Advisers, LLC's Holdings Heat Map
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LFL Advisers, LLC's Holdings Bubble Chart
LFL Advisers, LLC News
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