Lfl Advisers, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Lfl Advisers, Llc disclosed 8 stock positions valued at approximately $374.03M as of quarter-end June 30, 2026. The largest holdings include BANK NEW YORK MELLON CORP, LAMAR ADVERTISING CO NEW, and TE CONNECTIVITY LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $374.03M
Holdings by Sector
Lfl Advisers, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | BK | Financial Services | 17.84% | 461,485 | +1,944 | +0.42% | $66,735,346 |
| LAMAR ADVERTISING CO NEW | LAMR | Real Estate | 13.08% | 313,640 | -2,700 | -0.85% | $48,921,567 |
| TE CONNECTIVITY LTD | TEL | Other | 12.55% | 232,769 | -1,275 | -0.54% | $46,928,558 |
| AON PLC | AON | Financial Services | 12.12% | 136,691 | +10,025 | +7.91% | $45,339,038 |
| PROGRESSIVE CORP OHIO | PGR | Financial Services | 10.08% | 172,599 | +31,820 | +22.60% | $37,704,252 |
| AUTOLIV INC | ALV | Consumer Cyclical | 9.75% | 314,050 | -875 | -0.28% | $36,483,189 |
| ALPHABET INC | GOOG | Communication Services | 9.55% | 101,128 | -325 | -0.32% | $35,731,556 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.24% | 31,691 | -112 | -0.35% | $15,857,859 |
Showing 8 of 8 holdings in the latest reporting period.