Notify me when LFL Advisers, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 8 | $304,824,626 | +$9,562,535 | -$4,903,068 | +$4,659,467 | BK, TEL, GOOG, LAMR, ALV | 13F-HR | 13 Feb 2026, 09:23 |
| Q3 2025 | 8 | $288,858,341 | +$8,150,487 | $0 | +$8,150,487 | TEL, BK, ALV, LAMR, AON | 13F-HR | 13 Nov 2025, 13:15 |
| Q2 2025 | 8 | $250,186,826 | +$7,257,150 | $0 | +$7,257,150 | TEL, BK, LAMR, ALV, PGR | 13F-HR | 13 Aug 2025, 15:19 |
| Q1 2025 | 8 | $228,581,412 | $0 | -$33,623,189 | -$33,623,189 | BK, TEL, AON, LAMR, PGR | 13F-HR | 13 May 2025, 15:20 |
| Q4 2024 | 9 | $256,740,534 | +$3,111,126 | -$15,307,233 | -$12,196,107 | LAMR, TEL, BK, AON, PGR | 13F-HR | 13 Feb 2025, 13:40 |
| Q3 2024 | 10 | $278,977,688 | +$52,667,064 | -$40,330,808 | +$12,336,256 | CDW, LAMR, TEL, BK, AON | 13F-HR | 13 Nov 2024, 12:05 |
| Q2 2024 | 11 | $254,141,517 | $0 | -$13,635,158 | -$13,635,158 | CDW, TEL, LAMR, ALV, BK | 13F-HR | 13 Aug 2024, 17:50 |
| Q1 2024 | 11 | $277,042,522 | +$20,022,322 | $0 | +$20,022,322 | CDW, TEL, ALV, LAMR, AON | 13F-HR | 13 May 2024, 09:13 |
| Q4 2023 | 11 | $230,037,950 | $0 | $0 | $0 | CDW, TEL, ALV, LAMR, AON | 13F-HR | 14 Feb 2024, 12:57 |
| Q3 2023 | 11 | $204,610,240 | $0 | -$12,216,782 | -$12,216,782 | CDW, TEL, ALV, AON, LAMR | 13F-HR | 13 Nov 2023, 10:39 |
| Q2 2023 | 11 | $217,297,522 | +$220,200 | -$5,825,240 | -$5,605,040 | CDW, TEL, AON, LAMR, ALV | 13F-HR | 11 Aug 2023, 17:41 |
| Q1 2023 | 11 | $222,933,729 | $0 | -$1,991,366 | -$1,991,366 | CDW, ALV, TEL, LAMR, AON | 13F-HR | 12 May 2023, 12:09 |
| Q4 2022 | 11 | $211,026,006 | $0 | $0 | $0 | CDW, ALV, TEL, LAMR, AON | 13F-HR | 13 Feb 2023, 18:48 |
| Q3 2022 | 11 | $188,730,000 | +$10,076,111 | -$3,967,593 | +$6,108,518 | CDW, TEL, ALV, LAMR, AON | 13F-HR | 10 Nov 2022, 11:31 |
| Q2 2022 | 11 | $193,303,000 | +$3,339,157 | $0 | +$3,339,157 | CDW, ALV, TEL, LAMR, AON | 13F-HR | 12 Aug 2022, 13:01 |
| Q1 2022 | 11 | $223,535,000 | +$3,506,414 | $0 | +$3,506,414 | CDW, LAMR, TEL, ALV, AON | 13F-HR | 13 May 2022, 12:07 |
| Q4 2021 | 11 | $242,183,000 | $0 | -$3,723,700 | -$3,723,700 | CDW, TEL, ALV, LAMR, AON | 13F-HR | 14 Feb 2022, 12:23 |
| Q3 2021 | 11 | $218,241,000 | $0 | $0 | $0 | CDW, TEL, LAMR, ALV, AON | 13F-HR | 12 Nov 2021, 10:26 |
| Q2 2021 | 11 | $214,081,000 | $0 | -$2,927,649 | -$2,927,649 | CDW, TEL, ALV, LAMR, BK | 13F-HR | 13 Aug 2021, 11:00 |
| Q1 2021 | 11 | $203,093,000 | +$1,380,692 | -$29,457,743 | -$28,077,051 | CDW, TEL, ALV, LAMR, BK | 13F-HR | 14 May 2021, 13:36 |
| Q4 2020 | 12 | $208,945,000 | +$15,211,000 | -$27,932,663 | -$12,721,663 | CDW, TEL, ALV, LAMR, KMX | 13F-HR | 12 Feb 2021, 10:11 |
| Q3 2020 | 11 | $189,102,000 | $0 | -$14,740,087 | -$14,740,087 | CDW, TEL, ALV, KMX, LAMR | 13F-HR | 12 Nov 2020, 16:31 |
| Q2 2020 | 12 | $192,375,000 | +$96,554 | -$13,293,444 | -$13,196,890 | CDW, KMX, TEL, ALV, LAMR | 13F-HR | 13 Aug 2020, 11:38 |
| Q1 2020 | 14 | $159,632,000 | +$59,257,254 | -$13,787,882 | +$45,469,372 | CDW, KMX, TEL, ALV, LAMR | 13F-HR | 14 May 2020, 14:33 |
| Q4 2019 | 10 | $167,155,000 | $0 | -$20,951,925 | -$20,951,925 | CDW, KMX, TEL, AXE, BK | 13F-HR | 13 Feb 2020, 12:45 |
| Q3 2019 | 10 | $169,773,000 | +$1,033,839 | -$3,917,037 | -$2,883,198 | CDW, KMX, TEL, AXE, BK | 13F-HR | 12 Nov 2019, 13:02 |
| Q2 2019 | 10 | $163,237,000 | +$7,159,000 | -$5,058,317 | +$2,100,683 | CDW, KMX, TEL, AXE, BK | 13F-HR | 12 Aug 2019, 10:44 |
| Q1 2019 | 9 | $142,777,000 | $0 | -$873,517 | -$873,517 | CDW, KMX, TEL, AXE, BK | 13F-HR | 10 May 2019, 14:47 |
| Q4 2018 | 9 | $127,432,000 | +$15,011,447 | -$2,917,826 | +$12,093,621 | CDW, KMX, TEL, AXE, BK | 13F-HR | 13 Feb 2019, 13:46 |
| Q3 2018 | 8 | $132,277,000 | $0 | -$1,650,000 | -$1,650,000 | CDW, KMX, AXE, TEL, BK | 13F-HR | 13 Nov 2018, 11:17 |
| Q2 2018 | 10 | $125,338,000 | +$1,206,964 | -$2,375,144 | -$1,168,180 | CDW, KMX, AXE, TEL, BK | 13F-HR | 13 Aug 2018, 10:25 |
| Q1 2018 | 9 | $120,546,000 | +$21,344,471 | -$5,952,436 | +$15,392,035 | CDW, KMX, AXE, TEL, BK | 13F-HR | 10 May 2018, 11:24 |
| Q4 2017 | 10 | $104,026,000 | +$5,621,376 | -$14,279,580 | -$8,658,204 | CDW, AXE, KMX, TEL, BK | 13F-HR | 09 Feb 2018, 15:40 |
| Q3 2017 | 11 | $111,247,000 | $0 | -$2,136,331 | -$2,136,331 | CDW, AXE, KMX, TEL, SIG | 13F-HR | 08 Nov 2017, 10:11 |
| Q2 2017 | 12 | $106,631,000 | +$2,444,682 | -$6,731,491 | -$4,286,809 | CDW, AXE, TEL, KMX, SIG | 13F-HR | 09 Aug 2017, 11:31 |
| Q1 2017 | 13 | $106,948,000 | +$6,313,753 | -$7,234,627 | -$920,874 | CDW, AXE, TEL, KMX, SIG | 13F-HR | 10 May 2017, 11:42 |
| Q4 2016 | 13 | $105,090,000 | $0 | $0 | $0 | CDW, AXE, KMX, TEL, BK | 13F-HR | 06 Feb 2017, 17:48 |