LFL Advisers, LLC
- SEC CIK
- 0001694127
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 9
- 0 vs. Q1 2026
- Portfolio value
- $374.0M
- +$41.6M (+12.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNYBank of New York Mellon Corp | Stock | 461,485 | $66.7M | 17.8% | +1,944+0.4% | Added | History |
| LAMRLamar Advertising Co | REIT | 313,640 | $48.9M | 13.1% | −2,700−0.9% | Reduced | History |
| TELTE Connectivity plc | Stock | 232,769 | $46.9M | 12.5% | −1,275−0.5% | Reduced | History |
| AONAon plc | CL A | 136,691 | $45.3M | 12.1% | +10,025+7.9% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 539,054 | $40.3M | 10.8% | −120,829−18.3% | Reduced | History |
| PGRProgressive Corp | Stock | 172,599 | $37.7M | 10.1% | +31,820+22.6% | Added | History |
| ALVAutoliv Inc | COM | 314,050 | $36.5M | 9.8% | −875−0.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 101,128 | $35.7M | 9.6% | −325−0.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,691 | $15.9M | 4.2% | −112−0.4% | Reduced | History |