Lfl Advisers, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lfl Advisers, LLC disclosed 9 US equity positions worth $374.0m in its Q2 2026 13F filing. The largest position was BNY at 17.8% of the reported book, followed by LAMR and TEL. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 9 holdings.
What did Lfl Advisers, LLC own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.