LFL Advisers, LLC — 13F Holdings

2026 Q2  ·  9 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, LFL Advisers, LLC maintained a portfolio of 9 distinct positions. They heavily accumulated shares in PROGRESSIVE CORP OHIO, increasing the position by 22.6%.
Position History hover any row below to update
Loading…
LFL Advisers, LLC New York, NY RIA AUM $374M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
9
Quarter
2026 Q2
Top Holding
BK (17.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BK
BANK NEW YORK M...
Financial Services 17.84% 16.40% #1
Prev: #1
6.5
—
1,944 0.4%
P
S
461,485 $66,735,346 2016 Q4 13F Filing 2026-06-30 2026-08-14
LAMR
LAMAR ADVERTISI...
Real Estate 13.08% 12.05% #2 3
Prev: #5
6.0
—
-2,700 -0.9%
P
S
313,640 $48,921,567 2016 Q4 13F Filing 2026-06-30 2026-08-14
TEL
TE CONNECTIVITY...
Technology 12.55% 14.72% #3 1
Prev: #2
5.5
—
-1,275 -0.5%
P
S
232,769 $46,928,558 2016 Q4 13F Filing 2026-06-30 2026-08-14
AON
AON PLC
Financial Services 12.12% 12.30% #4
Prev: #4
6.5
—
10,025 7.9%
P
S
136,691 $45,339,038 2020 Q4 13F Filing 2026-06-30 2026-08-14
N/A
SUNBELT RENTALS...
Unknown 10.78% 12.83% #5 2
Prev: #3
5.0
—
-120,829 -18.3%
P
S
539,054 $40,326,630 — 13F Filing 2026-06-30 2026-08-14
PGR
PROGRESSIVE COR...
Financial Services 10.08% 8.40% #6 2
Prev: #8
6.5
—
31,820 22.6%
P
S
172,599 $37,704,252 2016 Q4 13F Filing 2026-06-30 2026-08-14
ALV
AUTOLIV INC
Consumer Cyclical 9.75% 9.96% #7 1
Prev: #6
4.4
—
-875 -0.3%
P
S
314,050 $36,483,189 2019 Q2 13F Filing 2026-06-30 2026-08-14
GOOG
ALPHABET INC
Communication Services 9.55% 8.76% #8 1
Prev: #7
4.3
—
-325 -0.3%
P
S
101,128 $35,731,556 2020 Q1 13F Filing 2026-06-30 2026-08-14
BRK/B
BERKSHIRE HATHA...
Financial Services 4.24% 4.58% #9
Prev: #9
2.2
—
-112 -0.4%
P
S
31,691 $15,857,859 2016 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-9 of 9 holdings

Unlock Full LFL Advisers, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →