Lfl Advisers, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1694127) · Explore on the interactive board
Lfl Advisers, LLC disclosed 9 US equity positions worth $374.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is BNY at 17.8% of the reported book, followed by LAMR, TEL. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 8 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 2, reduced 3 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Lfl Advisers, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 2 added, 3 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | BNY BANK NEW YORK MELLON CORP | Financial Services | 17.8% | $66.7m | 461,485 | 0% | held |
| 2 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 13.1% | $48.9m | 313,640 | -1% | reduced |
| 3 | TEL TE CONNECTIVITY LTD | Technology | 12.5% | $46.9m | 232,769 | -1% | reduced |
| 4 | AON AON PLC | Financial Services | 12.1% | $45.3m | 136,691 | 8% | added |
| 5 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 10.8% | $40.3m | 539,054 | -18% | reduced |
| 6 | PGR PROGRESSIVE CORP OHIO | Financial Services | 10.1% | $37.7m | 172,599 | 23% | added |
| 7 | ALV AUTOLIV INC | Consumer Cyclical | 9.8% | $36.5m | 314,050 | -0% | held |
| 8 | GOOG ALPHABET INC | Communication Services | 9.6% | $35.7m | 101,128 | -0% | held |
| 9 | BRK/B BERKSHIRE HATHAWAY INC DEL | 4.2% | $15.9m | 31,691 | -0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Financial Services | 40.0% |
| Real Estate | 13.1% |
| Technology | 12.5% |
| Industrials | 10.8% |
| Consumer Cyclical | 9.8% |
| Communication Services | 9.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Lfl Advisers, LLC's portfolio?
Across every quarter Lfl Advisers, LLC has filed, its median largest position is 17.1% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).