Lfl Advisers, LLC Portfolio Holdings

Lfl Advisers, LLC

  • $195 Million
  • Q1 2025

Lfl Advisers, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $195 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of New York Mellon Corp with a value of $35.6M, Aon PLC with a value of $33.9M, Lamar Advertising CO with a value of $32.8M, Progressive Corp with a value of $32.4M, and Autoliv Inc with a value of $25.5M.

Examining the 13F form we can see an decrease of $26.9M in the current position value, from $221M to 195M.

Lfl Advisers, LLC is based out at Evanston, IL

Below you can find more details about Lfl Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Million
Financial Services: $117 Million
Real Estate: $32.8 Million
Consumer Cyclical: $25.5 Million
Communication Services: $18.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.8B
$35.6 Million 18.31% of portfolio
424,631
Q1 2025 Reduced 2.57%
$74.7B
$33.9 Million 17.45% of portfolio
85,047
Q1 2025 Reduced 2.58%
$10.3B
$32.8 Million 16.87% of portfolio
288,393
Q1 2025 Reduced 2.57%
$162B
$32.4 Million 16.66% of portfolio
114,477
Q1 2025 Reduced 2.56%
$9.09B
$25.5 Million 13.13% of portfolio
288,698
Q1 2025 Reduced 2.58%
$1.06T
$18.7 Million 9.63% of portfolio
119,852
Q1 2025 Reduced 2.58%
$655B
$15.5 Million 7.96% of portfolio
29,088
Q1 2025 Reduced 2.55%
Te Connectivity LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.57%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $195 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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