LFL Advisers, LLC: 13F holdings
CIK 16941272026Q2
| Positions | 9 |
|---|
| Reported value | $374.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (+0 vs prior quarter) |
|---|
| Reported value | $374.0m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BNY BANK NEW YORK MELLON CORP | 461,485 | $66.7m | 17.8% |
| LAMR LAMAR ADVERTISING CO NEW | 313,640 | $48.9m | 13.1% |
| TE CONNECTIVITY LTD | 232,769 | $46.9m | 12.5% |
| AON PLC | 136,691 | $45.3m | 12.1% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 539,054 | $40.3m | 10.8% |
| PGR PROGRESSIVE CORP OHIO | 172,599 | $37.7m | 10.1% |
| ALV AUTOLIV INC | 314,050 | $36.5m | 9.8% |
| GOOG ALPHABET INC | 101,128 | $35.7m | 9.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 31,691 | $15.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1694127")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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