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LFL Advisers, LLC
LFL Advisers, LLC is a registered investment adviser based in Evanston, Illinois, founded in 2012. The firm manages approximately $447 million in assets as of March 2025 and has a small, specialized team of 3 employees. LFL Advisers primarily serves pooled investment vehicles and institutional clients, including state or municipal entities and corporate clients.
Investment Strategy
LFL Advisers, LLC manages discretionary investment portfolios with a focus on long-term value investing. The firm typically tailors its portfolio toward concentrated positions in equities, seeking opportunities in undervalued companies with robust fundamentals. LFL's investment philosophy is grounded in in-depth fundamental research and rigorous risk management, aiming to deliver superior risk-adjusted returns for institutional and pooled vehicle clients.
Latest 13F Filing Activity
LFL Advisers, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $250M. The fund increased holdings in Te Connectivity LTD, Autoliv Inc., Bank New York Mellon Corp. among other positions. LFL Advisers, LLC reduced exposure to Aon PLC, Berkshire Hathaway Inc. Del, Progressive Corp. Ohio among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TEL | TE CONNECTIVITY LTD | 16.76% | $41.9M | 248,588 | $151.44 | $168.67 | +$7.9M |
B BK | BANK NEW YORK MELLON CORP | 15.91% | $39.8M | 436,939 | $46.91 | $91.11 | +$4.2M |
L LAMR | LAMAR ADVERTISING CO NEW | 14.40% | $36.0M | 296,779 | $68.33 | $121.36 | +$3.2M |
A ALV | AUTOLIV INC | 13.27% | $33.2M | 296,792 | $66.46 | $111.90 | +$7.7M |
P PGR | PROGRESSIVE CORP OHIO | 12.60% | $31.5M | 118,091 | $73.00 | $266.86 | -$884.4K |
Industry Allocation
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