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Latest LFL Advisers, LLC Stock Portfolio

$374Million | No. of Holdings #9

LFL Advisers, LLC Performance

2026 Q2+11.90%
YTD+6.09%
2025+26.28%

About LFL Advisers, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, LFL Advisers, LLC reported an equity portfolio of $374 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LFL Advisers, LLC are BK, LAMR, . The fund has invested 17.8% of it's portfolio in BANK NEW YORK MELLON CORP and 13.1% of portfolio in LAMAR ADVERTISING CO NEW. <br><br> They significantly reduced their stock positions in SUNBELT RENTALS HOLDINGS INC, LAMAR ADVERTISING CO NEW (LAMR) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP OHIO (PGR), AON PLC (AON) and BANK NEW YORK MELLON CORP (BK).
LFL Advisers, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$374Million
  as of Aug 14, 2026

LFL Advisers, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LFL Advisers, LLC made a return of 11.9% in the last quarter. In trailing 12 months, it's portfolio return was 23.28%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by LFL Advisers, LLC

Additions

Ticker% Inc.
progressive corp ohio22.6
aon plc7.91
bank new york mellon corp0.42
Additions to existing portfolio by LFL Advisers, LLC

Reductions

Ticker% Reduced
sunbelt rentals holdings inc-18.31
lamar advertising co new-0.85
te connectivity ltd-0.54
berkshire hathaway inc del-0.35
alphabet inc-0.32
autoliv inc-0.28
LFL Advisers, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by LFL Advisers, LLC

Sector Distribution

LFL Advisers, LLC has about 40% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Real Estate
  • Consumer Cyclical
  • Communication Services
Sector%
Financial Services40
Others27.6
Real Estate13.1
Consumer Cyclical9.8
Communication Services9.6

Market Cap. Distribution

LFL Advisers, LLC has about 62.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
Category%
LARGE-CAP53.1
UNALLOCATED27.6
MID-CAP9.8
MEGA-CAP9.6

Stocks belong to which Index?

About 49.6% of the stocks held by LFL Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50.4
S&P 50049.6
Top 5 Winners (%)%
GOOG
alphabet inc
23.1 %
LAMR
lamar advertising co new
23.1 %
BK
bank new york mellon corp
21.8 %
sunbelt rentals holdings inc
14.3 %
ALV
autoliv inc
10.5 %
Top 5 Winners ($)$
BK
bank new york mellon corp
12.0 M
LAMR
lamar advertising co new
9.2 M
GOOG
alphabet inc
6.7 M
sunbelt rentals holdings inc
6.1 M
ALV
autoliv inc
3.5 M
Top 5 Losers (%)%
te connectivity ltd
-3.5 %
Top 5 Losers ($)$
te connectivity ltd
-1.7 M

LFL Advisers, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LFL Advisers, LLC

LFL Advisers, LLC has 9 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. BK was the most profitable stock for LFL Advisers, LLC last quarter.

$374.03MTotal Value
9.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LFL Advisers, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Reg Shs
Te Connectivity Ltd

Te Connectivity Ltd

LFL Advisers, LLC's holding in Te Connectivity Ltd over time
12.55%232,769
$46.93M
12.55%
decreased 0.54 percentreduced
Com
Sunbelt Rentals Holdings Inc

Sunbelt Rentals Holdings Inc

LFL Advisers, LLC's holding in Sunbelt Rentals Holdings Inc over time
10.78%539,054
$40.33M
10.78%
decreased 18.31 percentreduced
Cl B New
Berkshire Hathaway Inc Del

Berkshire Hathaway Inc Del

LFL Advisers, LLC's holding in Berkshire Hathaway Inc Del over time
4.24%31,691
$15.86M
4.24%
decreased 0.35 percentreduced