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CIK: 0001694127
Total reported value
$374.0M
$374.0M
11 檔
50.1%
At the close of Q1 2024, LFL Advisers, LLC disclosed equity holdings valued at approximately $374.0M, spread across 11 reported holdings.
During Q1 2024, LFL Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CDW, TEL, ALV) accounted for 50.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CDW | Cdw Corp/de | Stock-Tech | 22.81% | — | +3.18% | |
| 2 | TEL | TE Connectivity plc | Stock-Tech | 11.84% | — | +9.21% | |
| 3 | ALV | Autoliv Inc | Stock-Consumer Disc | 11.79% | -0.21% | +9.19% | |
| 4 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 11.59% | +1.03% | +9.26% | |
| 5 | AON | Aon plc | Stock-Financials | 9.58% | -0.18% | +9.23% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 8.29% | +1.68% | +9.25% | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 8.25% | +1.44% | +9.25% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.16% | +0.79% | +9.24% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.84% | — | +9.24% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.13% | -0.34% | +9.24% | |
| 11 | NTRS | Northern Trust CORP | Stock-Financials | 0.71% | — | +9.46% |
According to official SEC Form 13F filings, LFL Advisers, LLC reported a total U.S. public equity portfolio value of $374.0M across 11 disclosed positions in Q1 2024.
During Q1 2024, LFL Advisers, LLC's top holdings by market value included CDW (22.8%)、TEL (11.8%)、ALV (11.8%). The largest single position, CDW, represented 22.8% of total portfolio value.
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In Q1 2024, LFL Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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