§ 13F · FUND PROFILE
LFL Advisers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $250.2T (13F)Positions · 8Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | 463K | $53.7T | 17.6% | +3% |
| 2 | TEL | TE CONNECTIVITY LTD | 234K | $53.2T | 17.5% | −8% |
| 3 | GOOG | ALPHABET INC | 131K | $41.0T | 13.4% | +3% |
| 4 | LAMR | LAMAR ADVERTISING CO NEW | 308K | $39.0T | 12.8% | +1% |
| 5 | ALV | AUTOLIV INC | 315K | $37.3T | 12.2% | +3% |
| 6 | AON | AON PLC | 93K | $32.7T | 10.7% | +3% |
| 7 | PGR | PROGRESSIVE CORP OHIO | 140K | $31.9T | 10.5% | +16% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 32K | $15.9T | 5.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LFL SIGNAL
AC read
LFL Advisers, LLC is a Other fund managing $250186.8 trillion in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed