LFL Advisers, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TE CONNECTIVITY LTD(TEL) | 248,588 | 255,438 | +6,850 | 41,929,338 | 56,076,304 | 19.41% | +14,146,966 |
| BANK NEW YORK MELLON CORP | 436,939 | 450,099 | +13,160 | 39,809,512 | 49,042,787 | 16.98% | +9,233,275 |
| ALPHABET INC(GOOG) | 123,638 | 127,038 | +3,400 | 21,932,145 | 30,940,105 | 10.71% | +9,007,960 |
| AUTOLIV INC(ALV) | 296,792 | 306,007 | +9,215 | 33,211,025 | 37,791,865 | 13.08% | +4,580,840 |
| LAMAR ADVERTISING CO NEW(LAMR) | 296,779 | 305,674 | +8,895 | 36,017,099 | 37,420,611 | 12.95% | +1,403,512 |
| BERKSHIRE HATHAWAY INC DEL | 29,945 | 30,830 | +885 | 14,546,383 | 15,499,474 | 5.37% | +953,091 |
| AON PLC(AON) | 87,531 | 90,146 | +2,615 | 31,227,560 | 32,144,261 | 11.13% | +916,701 |
| PROGRESSIVE CORP OHIO(PGR) | 118,091 | 121,251 | +3,160 | 31,513,764 | 29,942,934 | 10.37% | -1,570,830 |