LFL Advisers as of June 30, 2026
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 | |
| Lamar Advertising Cl A (LAMR) | 13.1 | $49M | 314k | 155.98 | |
| Te Connectivity Reg Shs (TEL) | 12.5 | $47M | 233k | 201.61 | |
| Aon (AON) | 12.1 | $45M | 137k | 331.69 | |
| Sunbelt Rentals Holdings (SUNB) | 10.8 | $40M | 539k | 74.81 | |
| Progressive Corporation (PGR) | 10.1 | $38M | 173k | 218.45 | |
| Autoliv (ALV) | 9.8 | $37M | 314k | 116.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.6 | $36M | 101k | 353.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $16M | 32k | 500.39 |
