LFL Advisers, LLC

Q3 2025 13F-HR Holdings

Location
Evanston, IL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
8
Total value ($000)
$288,858
Net value change ($000)
+38,671 (15.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TE CONNECTIVITY PLC 14,147 33.7%
BK 9,233 23.2%
GOOGL 9,008 41.1%
ALV 4,581 13.8%
LAMR 1,404 3.9%
BRK-B 953 6.6%
AON 916 2.9%
Top Reduces (Value $000, Stocks/ETFs)
PGR -1,571 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type