Investor Details
| Filer Name: | LFL ADVISERS, LLC |
|---|---|
| CIK: | 1694127 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.26B |
Lfl Advisers, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| LAMR | US | LAMAR ADVERTISING CO-A | 296,000 | $36M | 14.04% | 1.6% | - |
| TEL | US | TE CONNECTIVITY PLC | 247,406 | $35M | 13.78% | 1.2% | - |
| BK | US | BANK OF NEW YORK MELLON CORP | 435,840 | $33M | 13.04% | 1.5% | - |
| AON | US | AON PLC-CLASS A | 87,296 | $31M | 12.21% | 1.3% | - |
| PGR | US | PROGRESSIVE CORP | 117,480 | $28M | 10.96% | 1.4% | - |
| ALV | US | AUTOLIV INC | 296,329 | $28M | 10.83% | 0.9% | - |
| CDW | US | CDW CORP/DE | 158,545 | $28M | 10.75% | -7.9% | - |
| GOOG | US | ALPHABET INC-CL C | 123,030 | $23M | 9.13% | 1.4% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 29,849 | $14M | 5.27% | 1.9% | - |