Latest LFL Advisers, LLC Stock Portfolio
LFL Advisers, LLC Performance:
2025 Q3: 6.77%YTD: 12.62%2024: 8.44%
Performance for 2025 Q3 is 6.77%, and YTD is 12.62%, and 2024 is 8.44%.
About LFL Advisers, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LFL Advisers, LLC reported an equity portfolio of $288.9 Millions as of 30 Sep, 2025.
The top stock holdings of LFL Advisers, LLC are , BK, ALV. The fund has invested 19.4% of it's portfolio in TE CONNECTIVITY LTD and 17% of portfolio in BANK NEW YORK MELLON CORP.
The fund showed a lot of confidence in some stocks as they added substantially to AUTOLIV INC (ALV), BANK NEW YORK MELLON CORP (BK) and LAMAR ADVERTISING CO NEW (LAMR).
The top stock holdings of LFL Advisers, LLC are , BK, ALV. The fund has invested 19.4% of it's portfolio in TE CONNECTIVITY LTD and 17% of portfolio in BANK NEW YORK MELLON CORP.
The fund showed a lot of confidence in some stocks as they added substantially to AUTOLIV INC (ALV), BANK NEW YORK MELLON CORP (BK) and LAMAR ADVERTISING CO NEW (LAMR).
LFL Advisers, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LFL Advisers, LLC made a return of 6.77% in the last quarter. In trailing 12 months, it's portfolio return was 9.32%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| autoliv inc | 3.1 |
| bank new york mellon corp | 3.01 |
| lamar advertising co new | 3.00 |
| aon plc | 2.99 |
| berkshire hathaway inc del | 2.96 |
| te connectivity ltd | 2.76 |
| alphabet inc | 2.75 |
| progressive corp ohio | 2.68 |
Additions to existing portfolio by LFL Advisers, LLC
Reductions
Sold off
Sector Distribution
LFL Advisers, LLC has about 38.5% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 38.5 |
| Others | 24.8 |
| Consumer Cyclical | 13.1 |
| Real Estate | 13 |
| Communication Services | 10.7 |
Market Cap. Distribution
LFL Advisers, LLC has about 62.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 51.4 |
| UNALLOCATED | 24.8 |
| MID-CAP | 13.1 |
| MEGA-CAP | 10.7 |
Stocks belong to which Index?
About 49.2% of the stocks held by LFL Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 50.8 |
| S&P 500 | 49.2 |
LFL Advisers, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LFL Advisers, LLC
LFL Advisers, LLC has 8 stocks in it's portfolio. PGR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LFL Advisers, LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALV | autoliv inc | 13.08 | 306,007 | 37,791,900 | added | 3.1 | ||
| AON | aon plc | 11.13 | 90,146 | 32,144,300 | added | 2.99 | ||
| BK | bank new york mellon corp | 16.98 | 450,099 | 49,042,800 | added | 3.01 | ||
| GOOG | alphabet inc | 10.71 | 127,038 | 30,940,100 | added | 2.75 | ||
| LAMR | lamar advertising co new | 12.96 | 305,674 | 37,420,600 | added | 3.00 | ||
| PGR | progressive corp ohio | 10.37 | 121,251 | 29,942,900 | added | 2.68 | ||
| te connectivity ltd | 19.41 | 255,438 | 56,076,300 | added | 2.76 | |||
| berkshire hathaway inc del | 5.37 | 30,830 | 15,499,500 | added | 2.96 | |||