LFL Advisers, LLC 13F Holdings · Q2 2026
LFL Advisers, LLC reported 9 securities worth $374.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BNY (17.84%), LAMR (13.08%), TEL (12.55%). Among its top 25 positions this quarter: 3 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNY | BANK NEW YORK MELLON CORP | $66.7M | 17.84% | 461,485 | Added |
| 2 | LAMR | LAMAR ADVERTISING CO NEW | $48.9M | 13.08% | 313,640 | Trimmed |
| 3 | TEL | TE CONNECTIVITY LTD | $46.9M | 12.55% | 232,769 | Trimmed |
| 4 | AON | AON PLC | $45.3M | 12.12% | 136,691 | Added |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | $40.3M | 10.78% | 539,054 | Trimmed |
| 6 | PGR | PROGRESSIVE CORP OHIO | $37.7M | 10.08% | 172,599 | Added |
| 7 | ALV | AUTOLIV INC | $36.5M | 9.75% | 314,050 | Trimmed |
| 8 | GOOG | ALPHABET INC | $35.7M | 9.55% | 101,128 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.9M | 4.24% | 31,691 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR