LFL Advisers, LLC
9 holdingsFiling period: 2026-06-30Current AUM: $374.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BK | Bank New York Mellon Corp | 461.5K | $66.7M | $66.7M | 17.82% | +1.9K | 2026-06-30 |
| 2 | LAMR | Lamar Advertising Co New | 313.6K | $48.9M | $49.2M | 13.15% | -2,700 | 2026-06-30 |
| 3 | — | TE Connectivity Ltd | 232.8K | $46.9M | $46.9M | 12.53% | -1,275 | 2026-06-30 |
| 4 | — | Aon PLC | 136.7K | $45.3M | $45.3M | 12.11% | +10.0K | 2026-06-30 |
| 5 | SUNB | Sunbelt Rentals Holdings Inc | 539.1K | $40.3M | $42.8M | 11.43% | -120,829 | 2026-06-30 |
| 6 | PGR | Progressive Corp Ohio | 172.6K | $37.7M | $39.6M | 10.57% | +31.8K | 2026-06-30 |
| 7 | ALV | Autoliv Inc | 314.1K | $36.5M | $36.2M | 9.67% | -875 | 2026-06-30 |
| 8 | GOOG | Alphabet Inc | 101.1K | $35.7M | $31.8M | 8.48% | -325 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 31.7K | $15.9M | $15.9M | 4.23% | -112 | 2026-06-30 |
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