LFL Advisers, LLC
13F Reported Value
ⓘ$374.0M
Holdings
9
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LFL Advisers, LLC disclosed 9 positions worth $374.0M in its Form 13F-HR for Q2 2026, led by $BNY (Bank of New York Mellon Corp) at 17.8% of the equity portfolio, followed by $LAMR and $TEL. The portfolio is most concentrated in Financials (44.3% of disclosed assets). All figures are sourced directly from LFL Advisers, LLC’s Form 13F-HR filing with the SEC under CIK 1694127.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 74.1#118
Quality
$66.7M461,485 sh - 65.4#473
Quality
$48.9M313,640 sh - —
Quality
$46.9M232,769 sh - —
Quality
$45.3M136,691 sh - 69.7
Quality
$40.3M539,054 sh - 80.1
Quality
$37.7M172,599 sh - 60.9
Quality
$36.5M314,050 sh - 78.2
Quality
$35.7M101,128 sh - 73.8
Quality
$15.9M31,691 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bank of New York Mellon Corp$BNY | 74.1#118 | $66.7M | 461,485 |
 LAMAR ADVERTISING CO/NEW$LAMR | 65.4#473 | $48.9M | 313,640 |
 TE Connectivity plc$TEL | — | $46.9M | 232,769 |
 Aon plc$AON | — | $45.3M | 136,691 |
 Sunbelt Rentals Holdings, Inc.$SUNB | 69.7 | $40.3M | 539,054 |
 PROGRESSIVE CORP/OH/$PGR | 80.1 | $37.7M | 172,599 |
 AUTOLIV INC$ALV | 60.9 | $36.5M | 314,050 |
 Alphabet Inc.$GOOGL | 78.2 | $35.7M | 101,128 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $15.9M | 31,691 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LFL Advisers, LLC's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Financials
$165.6M
Technology
$82.7M
Industrials
$76.8M
Real Estate
$48.9M
Full Holdings — LFL Advisers, LLC (Q2 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BNY | Bank of New York Mellon Corp | $66.7M | 17.8% | +0% | 74.1 |
| 2 | $LAMR | LAMAR ADVERTISING CO/NEW | $48.9M | 13.1% | -1% | 65.4 |
| 3 | $TEL | TE Connectivity plc | $46.9M | 12.6% | -1% | — |
| 4 | $AON | Aon plc | $45.3M | 12.1% | +8% | — |
| 5 | $SUNB | Sunbelt Rentals Holdings, Inc. | $40.3M | 10.8% | -18% | 69.7 |
| 6 | $PGR | PROGRESSIVE CORP/OH/ | $37.7M | 10.1% | +23% | 80.1 |
| 7 | $ALV | AUTOLIV INC | $36.5M | 9.8% | -0% | 60.9 |
| 8 | $GOOGL | Alphabet Inc. | $35.7M | 9.6% | -0% | 78.2 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $15.9M | 4.2% | -0% | 73.8 |
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Every holding in LFL Advisers, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.