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LFL Advisers, LLC
hedge fundUpdated 27 days agoManaged by Lfl Advisers, Llc • Latest filing Q2 2026
Portfolio value
$374M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $222.9M |
| Q2 2023 | $217.3M |
| Q3 2023 | $204.6M |
| Q4 2023 | $230M |
| Q1 2024 | $277M |
| Q2 2024 | $254.1M |
| Q3 2024 | $279M |
| Q4 2024 | $256.7M |
| Q1 2025 | $228.6M |
| Q2 2025 | $250.2M |
| Q3 2025 | $288.9M |
| Q4 2025 | $304.8M |
| Q1 2026 | $332.4M |
| Q2 2026 | $374M |
Top holdings
9 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BNY-PK BANK NEW YORK MELLON CORP | $66.7M | 461.5K | 17.84% | — |
| 2 | L LAMR LAMAR ADVERTISING CO NEW | $48.9M | 313.6K | 13.08% | — |
| 3 | T TEL TE CONNECTIVITY LTD | $46.9M | 232.8K | 12.55% | — |
| 4 | A AON AON PLC | $45.3M | 136.7K | 12.12% | — |
| 5 | S SUNB SUNBELT RENTALS HOLDINGS INC | $40.3M | 539.1K | 10.78% | — |
| 6 | P PGR PROGRESSIVE CORP OHIO | $37.7M | 172.6K | 10.08% | — |
| 7 | A ALV AUTOLIV INC | $36.5M | 314.1K | 9.75% | — |
| 8 | G GOOGN ALPHABET INC | $35.7M | 101.1K | 9.55% | — |
| 9 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $15.9M | 31.7K | 4.24% | — |