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LFL Advisers, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $374,027,995
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BANK NEW YORK MELLON CORP · COM · 064058100 · shares: $66,735,346
- LAMAR ADVERTISING CO NEW · CL A · 512816109 · shares: $48,921,567
- TE CONNECTIVITY LTD · REG SHS · G87052109 · shares: $46,928,558
- AON PLC · COM · G0403H108 · shares: $45,339,038
- SUNBELT RENTALS HOLDINGS INC · COM · 866966104 · shares: $40,326,630
- PROGRESSIVE CORP OHIO · COM · 743315103 · shares: $37,704,252
- AUTOLIV INC · COM · 052800109 · shares: $36,483,189
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $35,731,556
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $15,857,859
Reported holdings
9 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | COM | 064058100 | — | 461,485 shares | $66,735,346 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | — | 313,640 shares | $48,921,567 |
| TE CONNECTIVITY LTD | REG SHS | G87052109 | — | 232,769 shares | $46,928,558 |
| AON PLC | COM | G0403H108 | — | 136,691 shares | $45,339,038 |
| SUNBELT RENTALS HOLDINGS INC | COM | 866966104 | — | 539,054 shares | $40,326,630 |
| PROGRESSIVE CORP OHIO | COM | 743315103 | — | 172,599 shares | $37,704,252 |
| AUTOLIV INC | COM | 052800109 | — | 314,050 shares | $36,483,189 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 101,128 shares | $35,731,556 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 31,691 shares | $15,857,859 |