Institutions / LFL Advisers, LLC
LFL Advisers, LLC
CIK 1694127 · Institution · as of Dec 31, 2025
Portfolio value
$304.82M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Bank of New York Mellon Corp/The | $53.71M | 17.6% |
| TE Connectivity PLC | $53.21M | 17.5% |
| Alphabet Inc. | $40.98M | 13.4% |
| Lamar Advertising Co | $39.03M | 12.8% |
| Autoliv IncALV | $37.33M | 12.2% |
| Aon plc | $32.70M | 10.7% |
| Progressive CORP/OH | $31.94M | 10.5% |
| Warren E. Buffett | $15.93M | 5.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.