LFL Advisers, LLC reported 9 holdings worth US$374M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
LFL Advisers, LLC reported 9 holdings worth US$374M as of Jun 30, 2026. Largest: The Bank Of New York Mellon Corporation, Lamar Advertising Company and Sunbelt Rentals Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$374M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | 461K | US$66.7M | 17.8% |
| Lamar Advertising Company | 314K | US$48.9M | 13.1% |
| Sunbelt Rentals Holdings, Inc. | 539K | US$40.3M | 10.8% |
| Progressive Corporation (the) | 173K | US$37.7M | 10.1% |
| Autoliv, Inc. | 314K | US$36.5M | 9.8% |
| Alphabet Inc (google) Class C | 99,985 | US$35.7M | 9.6% |
| Berkshire Hathaway Inc. | 31,691 | US$15.9M | 4.2% |