LFL Advisers, LLC
•CIK: 1694127•Filing: Q4 2025
**LFL Advisers, LLC** manages $305M across a concentrated portfolio of 8 positions. The fund exhibits significant exposure to technology and financial sectors, highlighted by top holdings in BK ($53.7M) and JEF ($53.2M). Further notable allocations include GOOG ($41.0M) and LAMR ($39.0M), representing core conviction bets within the current market structure. This concentrated approach suggests a high-conviction, selective investment mandate.
Total AUM
$304.8M
QoQ Performance
+5.5%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BK
TEL
GOOG
LAMR
ALV
AON
PGR
BRK/B
BK17.6%
TEL17.5%
GOOG13.4%
LAMR12.8%
ALV12.2%
AON10.7%
PGR10.5%
BRK/B5.2%
📈 Biggest Buys
📉 Biggest Sells
TEL
TE CONNECTIVITY LTD
-8.4%
17.5% of portfolio
Sector Breakdown
Other70.6%
Financial16.0%
Technology13.4%
Changes from Q3 2025
↑7 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023