LFL Advisers, LLC reported 9 positions worth $374.03M for the quarter ended Jun 30, 2026, up 12.5% on the prior quarter. It opened 0 new positions, added to 3, trimmed 6 and exited 0. Its largest holding is Bank of New York Mellon Corp at 17.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SUNB Sunbelt Rentals Holdings, Inc. | -120.8K | -18.3% | $9.04M | 10.78% |
| LAMR Lamar Advertising Co | -2,700 | -0.9% | $421.15K | 13.08% |
| TEL TE Connectivity plc | -1,275 | -0.5% | $257.05K | 12.55% |
| GOOG Alphabet Inc. | -325 | -0.3% | $114.83K | 9.55% |
| ALV Autoliv Inc | -875 | -0.3% | $101.65K | 9.75% |
| BRK-B Berkshire Hathaway Inc | -112 | -0.4% | $56.04K | 4.24% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BNY Bank of New York Mellon Corp | Financial Services | 461.5K | $66.74M | 17.84% | +1,944 | +0.4% | Added | 0.07% |
| 2 | LAMR Lamar Advertising Co | Real Estate | 313.6K | $48.92M | 13.08% | -2,700 | -0.9% | Reduced | 0.36% |
| 3 | TEL TE Connectivity plc | Industrials | 232.8K | $46.93M | 12.55% | -1,275 | -0.5% | Reduced | 0.08% |
| 4 | AON Aon plc | Financial Services | 136.7K | $45.34M | 12.12% | +10.0K | +7.9% | Added | 0.06% |
| 5 | SUNB Sunbelt Rentals Holdings, Inc. | Industrials | 539.1K | $40.33M | 10.78% | -120.8K | -18.3% | Reduced | 0.13% |
| 6 | PGR Progressive Corp | Financial Services | 172.6K | $37.70M | 10.08% | +31.8K | +22.6% | Added | 0.03% |
| 7 | ALV Autoliv Inc | Consumer Discretionary | 314.1K | $36.48M | 9.75% | -875 | -0.3% | Reduced | 0.42% |
| 8 | GOOG Alphabet Inc. | Technology | 101.1K | $35.73M | 9.55% | -325 | -0.3% | Reduced | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 31.7K | $15.86M | 4.24% | -112 | -0.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at LFL Advisers.
As of its Q2 2026 13F filing, LFL Advisers, LLC’s five largest positions were Bank of New York Mellon Corp (BNY) at 17.8%, Lamar Advertising Co (LAMR) at 13.1%, TE Connectivity plc (TEL) at 12.5%, Aon plc (AON) at 12.1%, Sunbelt Rentals Holdings, Inc. (SUNB) at 10.8% of the reported portfolio.
LFL Advisers, LLC reported a 13F portfolio worth $374.03M across 9 positions for Q2 2026. That is up 12.5% from the previous quarter.
Its largest purchases by value were Progressive Corp ($6.95M), Aon plc ($3.33M), Bank of New York Mellon Corp ($281.12K). It opened 0 new positions.
Its largest sales by value were Sunbelt Rentals Holdings, Inc. ($9.04M), Lamar Advertising Co ($421.15K), TE Connectivity plc ($257.05K). It exited 0 positions entirely.
From the Form 13F-HR reports LFL Advisers, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.