StockDriftsStockDriftsTop 8 Lfl Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BK | BANK NEW YORK MELLON CORP | 17.84% | 461.5K | $66.7M | +0.42%(+1.94K) | $53.21(+170.27%) | 2026-06-30 | |
| LAMR | LAMAR ADVERTISING CO NEW | 13.08% | 313.6K | $48.9M | -0.85%(-2.70K) | $82.35(+89.55%) | 2026-06-30 | |
| TEL | TE CONNECTIVITY LTD | 12.55% | 232.8K | $46.9M | -0.54%(-1.27K) | $93.02(+130.84%) | 2026-06-30 | |
| AON | AON PLC | 12.12% | 136.7K | $45.3M | +7.91%(+10.03K) | $270.95(+31.79%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP OHIO | 10.08% | 172.6K | $37.7M | +22.60%(+31.82K) | $116.96(+78.59%) | 2026-06-30 | |
| ALV | AUTOLIV INC | 9.75% | 314.1K | $36.5M | -0.28%(-875) | $79.37(+52.97%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 9.55% | 101.1K | $35.7M | -0.32%(-325) | $113.82(+202.19%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.24% | 31.7K | $15.9M | -0.35%(-112) | $250.45(+102.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.73% | +63.19% | +10.90% | +67.76% |
| Top 20 Holdings Unweighted | +19.67% | +71.36% | +12.03% | +76.50% |
Lfl Advisers LLC reports $374.03M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are BK (17.8%), LAMR (13.1%) and TEL (12.6%). The top 20 holdings account for 89.21% of reported assets. Its disclosed equity book has returned +63.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lfl Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694127). View Lfl Advisers LLC’s 13F filings on SEC