LFL Advisers

Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BNY, LAMR, TEL, AON, SUNB, and represent 66.37% of LFL Advisers's stock portfolio.
  • Added to shares of these 3 stocks: PGR (+$7.0M), AON, BNY.
  • Reduced shares in these 6 stocks: SUNB (-$9.0M), LAMR, TEL, GOOG, ALV, BRK.B.
  • LFL Advisers was a net buyer of stock by $568k.
  • LFL Advisers has $374M in assets under management (AUM), dropping by 12.52%.
  • Central Index Key (CIK): 0001694127

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Portfolio Holdings for LFL Advisers

LFL Advisers holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of New York Mellon Corporation (BNY) 17.8 $67M 462k 144.61
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Lamar Advertising Cl A (LAMR) 13.1 $49M 314k 155.98
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Te Connectivity Reg Shs (TEL) 12.5 $47M 233k 201.61
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Aon (AON) 12.1 $45M +7% 137k 331.69
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Sunbelt Rentals Holdings (SUNB) 10.8 $40M -18% 539k 74.81
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Progressive Corporation (PGR) 10.1 $38M +22% 173k 218.45
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Autoliv (ALV) 9.8 $37M 314k 116.17
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Alphabet Cap Stk Cl C (GOOG) 9.6 $36M 101k 353.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $16M 32k 500.39
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Past Filings by LFL Advisers

SEC 13F filings are viewable for LFL Advisers going back to 2016

View all past filings