Lfl Advisers, LLC Portfolio Holdings

Lfl Advisers, LLC

  • $233 Million
  • Q3 2025

Lfl Advisers, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $233 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 $49M, Autoliv Inc with a value of $37.8M, Lamar Advertising CO with a value of $37.4M, Aon PLC with a value of $32.1M, and Alphabet Inc. with a value of $30.9M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $208M to 233M.

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 $233 Million
Financial Services: $127 Million
Consumer Cyclical: $37.8 Million
Real Estate: $37.4 Million
Communication Services: $30.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.3B
$49 Million 21.07% of portfolio
450,099
Q3 2025 Added 3.01%
$10.5B
$37.8 Million 16.23% of portfolio
306,007
Q3 2025 Added 3.1%
$11.3B
$37.4 Million 16.08% of portfolio
305,674
Q3 2025 Added 3.0%
$72.4B
$32.1 Million 13.81% of portfolio
90,146
Q3 2025 Added 2.99%
$1.74T
$30.9 Million 13.29% of portfolio
127,038
Q3 2025 Added 2.75%
$132B
$29.9 Million 12.86% of portfolio
121,251
Q3 2025 Added 2.68%
$662B
$15.5 Million 6.66% of portfolio
30,830
Q3 2025 Added 2.96%
Te Connectivity LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.76%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $233 Million
  • Prior Value $208 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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