Lfl Advisers, LLC Top Holdings and 13F Report (2026) About Lfl Advisers, LLCInvestment ActivityLfl Advisers, LLC has $374.03 million in total holdings as of June 30, 2026.Lfl Advisers, LLC owns shares of 9 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 2.67% of the portfolio was sold this quarter.This quarter, Lfl Advisers, LLC has purchased 9 new stocks and bought additional shares in 3 stocks.Lfl Advisers, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings BANK NEW YORK MELLON CORP $66,735,346Lamar Advertising $48,921,567TE CONNECTIVITY LTD $46,928,558AON $45,339,038SUNBELT RENTALS HOLDINGS INC $40,326,630 Largest Purchases this Quarter Progressive 31,820 shares (about $6.95M)AON 10,025 shares (about $3.33M)BANK NEW YORK MELLON CORP 1,944 shares (about $281.12K) Largest Sales this Quarter SUNBELT RENTALS HOLDINGS INC 120,829 shares (about $9.04M)Lamar Advertising 2,700 shares (about $421.15K)TE CONNECTIVITY LTD 1,275 shares (about $257.05K)Alphabet 325 shares (about $114.83K)Autoliv 875 shares (about $101.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLfl Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBANK NEW YORK MELLON CORP$66,735,346$281,122 â–²0.4%461,48517.8%COMLAMRLamar Advertising$48,921,567$421,146 â–¼-0.9%313,64013.1%Real EstateTE CONNECTIVITY LTD$46,928,558$257,053 â–¼-0.5%232,76912.5%REG SHSAONAON$45,339,038$3,325,192 â–²7.9%136,69112.1%FinanceSUNBELT RENTALS HOLDINGS INC$40,326,630$9,039,218 â–¼-18.3%539,05410.8%COMPGRProgressive$37,704,252$6,951,079 â–²22.6%172,59910.1%FinanceALVAutoliv$36,483,189$101,649 â–¼-0.3%314,0509.8%Consumer DiscretionaryGOOGAlphabet$35,731,556$114,832 â–¼-0.3%101,1289.6%Communication ServicesBRK.BBerkshire Hathaway$15,857,859$56,044 â–¼-0.4%31,6914.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
