Lfl Advisers, LLC Portfolio Holdings

Lfl Advisers, LLC

  • $242 Million
  • Q3 2024

Lfl Advisers, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cdw Corp with a value of $39M, Lamar Advertising CO with a value of $38.9M, Bank Of New York Mellon Corp with a value of $30.9M, Aon PLC with a value of $29.8M, and Progressive Corp with a value of $29.4M.

Examining the 13F form we can see an decrease of $12.1M in the current position value, from $254M to 242M.

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 $242 Million
Financial Services: $116 Million
Technology: $39 Million
Real Estate: $38.9 Million
Consumer Cyclical: $27.4 Million
Communication Services: $20.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$39 Million 16.09% of portfolio
172,145
Q3 2024 Reduced 10.85%
$10.8B
$38.9 Million 16.08% of portfolio
291,300
Q3 2024 Added 9.1%
$63.1B
$30.9 Million 12.75% of portfolio
429,540
Q3 2024 Added 9.09%
$74.8B
$29.8 Million 12.31% of portfolio
86,156
Q3 2024 Added 9.08%
$142B
$29.4 Million 12.14% of portfolio
115,805
Q3 2024 Added 5.01%
$8B
$27.4 Million 11.32% of portfolio
293,554
Q3 2024 Added 9.05%
$1.2T
$20.3 Million 8.38% of portfolio
121,355
Q3 2024 Added 9.08%
$597B
$13.5 Million 5.57% of portfolio
29,289
Q3 2024 Added 8.52%
$136B
$12.9 Million 5.35% of portfolio
199,665
Q3 2024 Added 8.56%
Te Connectivity LTD
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $242 Million
  • Prior Value $254 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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