LFL Advisers, LLC — 13F holdings

LFL Advisers, LLC reported 9 holdings worth $374M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BNY BANK NEW YORK MELLON CORP — $66.7M (17.8%)
2. LAMR LAMAR ADVERTISING CO NEW — $48.9M (13.1%)
3. TEL TE CONNECTIVITY PLC — $46.9M (12.5%)
4. AON AON PLC — $45.3M (12.1%)
5. SUNB SUNBELT RENTALS HOLDINGS INC — $40.3M (10.8%)
6. PGR PROGRESSIVE CORP — $37.7M (10.1%)
7. ALV Autoliv Inc — $36.5M (9.8%)
8. GOOG ALPHABET INC — $35.7M (9.6%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $15.9M (4.2%)