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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001694127
Total reported value
$374.0M
$374.0M
10 檔
46.9%
In Q3 2024, LFL Advisers, LLC's U.S. equity holdings reached a combined market value of $374.0M, distributed across 10 disclosed stock positions.
During Q3 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, LAMR, TEL) accounted for 46.9% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CDW | Cdw Corp/de | Stock-Tech | 13.96% | — | -10.85% | |
| 2 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 13.95% | +1.03% | +9.10% | |
| 3 | TEL | TE Connectivity plc | Stock-Tech | 13.23% | -2.17% | — | |
| 4 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 11.06% | +1.44% | +9.09% | |
| 5 | AON | Aon plc | Stock-Financials | 10.69% | -0.18% | +9.08% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 10.53% | +1.68% | +5.01% | |
| 7 | ALV | Autoliv Inc | Stock-Consumer Disc | 9.82% | -0.21% | +9.05% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.27% | +0.79% | +9.08% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.83% | -0.34% | +8.52% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.64% | — | +8.56% |
According to official SEC Form 13F filings, LFL Advisers, LLC reported a total U.S. public equity portfolio value of $374.0M across 10 disclosed positions in Q3 2024.
During Q3 2024, LFL Advisers, LLC's top holdings by market value included CDW (14.0%)、LAMR (13.9%)、TEL (13.2%). The largest single position, CDW, represented 14.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 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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