§ 13F · FUND PROFILE
LFL Advisers, LLC.
AUM · $374M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | 461K | $67M | 17.8% | ±0% |
| 2 | LAMR | LAMAR ADVERTISING CO NEW | 314K | $49M | 13.1% | −1% |
| 3 | TEL | TE CONNECTIVITY LTD | 233K | $47M | 12.5% | −1% |
| 4 | AON | AON PLC | 137K | $45M | 12.1% | +8% |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | 539K | $40M | 10.8% | −18% |
| 6 | PGR | PROGRESSIVE CORP OHIO | 173K | $38M | 10.1% | +23% |
| 7 | ALV | AUTOLIV INC | 314K | $36M | 9.8% | ±0% |
| 8 | GOOG | ALPHABET INC | 101K | $36M | 9.6% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 32K | $16M | 4.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LFL SIGNAL
AC read
LFL Advisers, LLC is a Other fund managing $374 million in assets. The fund runs a focused portfolio of just 9 positions.
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