Lfl Advisers, LLC Portfolio Holdings by Sector
Lfl Advisers, LLC
- $208 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
BK 1 stocks |
$39,809
19.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$36,017
17.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$33,211
15.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$31,513
15.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$31,227
14.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$21,932
10.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$14,546
6.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|