Latest LFL Advisers, LLC Stock Portfolio
LFL Advisers, LLC Performance:
2025 Q4: 3.75%YTD: 26.28%2024: 8.96%
Performance for 2025 Q4 is 3.75%, and YTD is 26.28%, and 2024 is 8.96%.
About LFL Advisers, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, LFL Advisers, LLC reported an equity portfolio of $304.8 Millions as of 31 Dec, 2025.
The top stock holdings of LFL Advisers, LLC are BK, , GOOG. The fund has invested 17.6% of it's portfolio in BANK NEW YORK MELLON CORP and 17.5% of portfolio in TE CONNECTIVITY LTD.
They significantly reduced their stock positions in TE CONNECTIVITY LTD. The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP OHIO (PGR), BERKSHIRE HATHAWAY INC DEL and AON PLC (AON).
The top stock holdings of LFL Advisers, LLC are BK, , GOOG. The fund has invested 17.6% of it's portfolio in BANK NEW YORK MELLON CORP and 17.5% of portfolio in TE CONNECTIVITY LTD.
They significantly reduced their stock positions in TE CONNECTIVITY LTD. The fund showed a lot of confidence in some stocks as they added substantially to PROGRESSIVE CORP OHIO (PGR), BERKSHIRE HATHAWAY INC DEL and AON PLC (AON).
LFL Advisers, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LFL Advisers, LLC made a return of 3.75% in the last quarter. In trailing 12 months, it's portfolio return was 26.28%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| progressive corp ohio | 15.69 |
| berkshire hathaway inc del | 2.8 |
| aon plc | 2.79 |
| alphabet inc | 2.79 |
| autoliv inc | 2.78 |
| bank new york mellon corp | 2.78 |
| lamar advertising co new | 0.87 |
Additions to existing portfolio by LFL Advisers, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| te connectivity ltd | -8.44 |
LFL Advisers, LLC reduced stake in above stock
Sold off
Sector Distribution
LFL Advisers, LLC has about 38.8% of it's holdings in Financial Services sector.
- Financial Services
- Others
- Communication Services
- Real Estate
- Consumer Cyclical
| Sector | % |
|---|---|
| Financial Services | 38.8 |
| Others | 22.7 |
| Communication Services | 13.4 |
| Real Estate | 12.8 |
| Consumer Cyclical | 12.2 |
Market Cap. Distribution
LFL Advisers, LLC has about 65% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 51.6 |
| UNALLOCATED | 22.7 |
| MEGA-CAP | 13.4 |
| MID-CAP | 12.2 |
Stocks belong to which Index?
About 52.3% of the stocks held by LFL Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 52.3 |
| Others | 47.7 |
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 8 stocks in it's portfolio. PGR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LFL Advisers, LLC last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALV | autoliv inc | 12.25 | 314,507 | 37,332,000 | added | 2.78 | ||
| AON | aon plc | 10.73 | 92,657 | 32,696,800 | added | 2.79 | ||
| BK | bank new york mellon corp | 17.62 | 462,626 | 53,706,300 | added | 2.78 | ||
| GOOG | alphabet inc | 13.44 | 130,579 | 40,975,700 | added | 2.79 | ||
| LAMR | lamar advertising co new | 12.80 | 308,335 | 39,029,000 | added | 0.87 | ||
| PGR | progressive corp ohio | 10.48 | 140,272 | 31,942,700 | added | 15.69 | ||
| te connectivity ltd | 17.46 | 233,887 | 53,211,600 | reduced | -8.44 | |||
| berkshire hathaway inc del | 5.23 | 31,693 | 15,930,500 | added | 2.8 | |||