LFL Advisers, LLC
Net buyer this quarter
$374M
9
+$567K
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BNY | $66.7M | 17.84% | 0.07% | +0.4% | Q4 2016 |
 LAMR | $48.9M | 13.08% | Not reported | -0.9% | Q4 2016 |
 TEL | $46.9M | 12.55% | 0.08% | -0.5% | Q4 2016 |
 AON | $45.3M | 12.12% | 0.06% | +7.9% | Q4 2020 |
 SUNB | $40.3M | 10.78% | 0.13% | -18.3% | Q1 2026 |
 PGR | $37.7M | 10.08% | 0.03% | +22.6% | Q4 2016 |
 ALV | $36.5M | 9.75% | 0.42% | -0.3% | Q2 2019 |
 GOOG | $35.7M | 9.55% | Not reported | -0.3% | Q1 2020 |
 BRK.B | $15.9M | 4.24% | Not reported | -0.4% | Q4 2016 |
| Q1 2026 | |||||
| BNY | $54.5M | 16.40% | 0.07% | -0.7% | Q4 2016 |
| TEL | $48.9M | 14.72% | 0.08% | +0.1% | Q4 2016 |
| SUNB | $42.7M | 12.83% | 0.16% | New | Q1 2026 |
| AON | $40.9M | 12.30% | 0.06% | +36.7% | Q4 2020 |
| LAMR | $40.1M | 12.05% | Not reported | +2.6% | Q4 2016 |
| ALV | $33.1M | 9.96% | 0.42% | +0.1% | Q2 2019 |
| GOOG | $29.1M | 8.76% | Not reported | -22.3% | Q1 2020 |
| PGR | $27.9M | 8.40% | 0.02% | +0.4% | Q4 2016 |
| BRK.B | $15.2M | 4.58% | Not reported | +0.4% | Q4 2016 |
| Q4 2025 | |||||
| BNY | $53.7M | 17.62% | 0.07% | +2.8% | Q4 2016 |
| TEL | $53.2M | 17.46% | 0.08% | -8.4% | Q4 2016 |
| GOOG | $41M | 13.44% | Not reported | +2.8% | Q1 2020 |
| LAMR | $39M | 12.80% | Not reported | +0.9% | Q4 2016 |
| ALV | $37.3M | 12.25% | 0.42% | +2.8% | Q2 2019 |
| AON | $32.7M | 10.73% | 0.04% | +2.8% | Q4 2020 |
| PGR | $31.9M | 10.48% | 0.02% | +15.7% | Q4 2016 |
| BRK.B | $15.9M | 5.23% | Not reported | +2.8% | Q4 2016 |
| Q3 2025 | |||||
| TEL | $56.1M | 19.41% | 0.09% | +2.8% | Q4 2016 |
| BNY | $49M | 16.98% | 0.06% | +3.0% | Q4 2016 |
| ALV | $37.8M | 13.08% | 0.40% | +3.1% | Q2 2019 |
| LAMR | $37.4M | 12.95% | Not reported | +3.0% | Q4 2016 |
| AON | $32.1M | 11.13% | 0.04% | +3.0% | Q4 2020 |
| GOOG | $30.9M | 10.71% | Not reported | +2.8% | Q1 2020 |
| PGR | $29.9M | 10.37% | 0.02% | +2.7% | Q4 2016 |
| BRK.B | $15.5M | 5.37% | Not reported | +3.0% | Q4 2016 |