Lfl Advisers, LLC Portfolio Holdings

Lfl Advisers, LLC

  • $208 Million
  • Q2 2025

Lfl Advisers, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $208 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 $39.8M, Lamar Advertising CO with a value of $36M, Autoliv Inc with a value of $33.2M, Progressive Corp with a value of $31.5M, and Aon PLC with a value of $31.2M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $195M to 208M.

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 $208 Million
Financial Services: $117 Million
Real Estate: $36 Million
Consumer Cyclical: $33.2 Million
Communication Services: $21.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.7B
$39.8 Million 19.12% of portfolio
436,939
Q2 2025 Added 2.9%
$10.2B
$36 Million 17.29% of portfolio
296,779
Q2 2025 Added 2.91%
$10.1B
$33.2 Million 15.95% of portfolio
296,792
Q2 2025 Added 2.8%
$142B
$31.5 Million 15.13% of portfolio
118,091
Q2 2025 Added 3.16%
$75.3B
$31.2 Million 14.99% of portfolio
87,531
Q2 2025 Added 2.92%
$1.24T
$21.9 Million 10.53% of portfolio
123,638
Q2 2025 Added 3.16%
$621B
$14.5 Million 6.98% of portfolio
29,945
Q2 2025 Added 2.95%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $208 Million
  • Prior Value $195 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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