Holdings
LFL Advisers, LLC
As of Jun 30, 2026, LFL Advisers, LLC reported 7 positions worth US$282M. Largest: The Bank Of New York Mellon Corporation, Lamar Advertising Company and Sunbelt Rentals Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| The Bank Of New York Mellon Corporation | 461K | US$66.7M | +1,944 | Jun 30, 2026 |
| Lamar Advertising Company | 314K | US$48.9M | −2,700 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 539K | US$40.3M | −121K | Jun 30, 2026 |
| Progressive Corporation (the) | 173K | US$37.7M | +31,820 | Jun 30, 2026 |
| Autoliv, Inc. | 314K | US$36.5M | −875 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 99,985 | US$35.7M | −1,221 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 31,691 | US$15.9M | −112 | Jun 30, 2026 |