LFL Advisers, LLC
CIK 0001694127 · EVANSTON, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
LFL Advisers, LLC reported 9 positions worth $374.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BNY (17.8%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$374.0M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BNY | SH | $66.7M | 17.84% | 461,485 | — | — | |
| ▸ 2 | LAMR | SH | $48.9M | 13.08% | 313,640 | — | — | |
| ▸ 3 | TEL | SH | $46.9M | 12.55% | 232,769 | — | — | |
| ▸ 4 | AON | SH | $45.3M | 12.12% | 136,691 | — | — | |
| ▸ 5 | SUNB | SH | $40.3M | 10.78% | 539,054 | — | — | |
| ▸ 6 | PGR | SH | $37.7M | 10.08% | 172,599 | — | — | |
| ▸ 7 | ALV | SH | $36.5M | 9.75% | 314,050 | — | — | |
| ▸ 8 | GOOG | SH | $35.7M | 9.55% | 101,128 | — | — | |
| ▸ 9 | BRK-B | SH | $15.9M | 4.24% | 31,691 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does LFL Advisers, LLC hold as of Q2 2026?
LFL Advisers, LLC reported 9 positions worth $374.0M in its Q2 2026 13F filing. Largest positions: BNY (17.8%), LAMR (13.1%), TEL (12.5%), AON (12.1%) and SUNB (10.8%).
What did LFL Advisers, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LFL Advisers, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.