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LFL Advisers, LLC

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13F filer, CIK 1694127, EVANSTON, IL

LFL Advisers, LLC reported $374,027,995 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001694127-26-000003

Period
2026-06-30
Reported value
$374M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PGRadded+31,820$6.95M
AONadded+10,025$3.33M
BNYadded+1,944$281K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SUNBreduced-120,829-$9.04M
LAMRreduced-2,700-$421K
TELreduced-1,275-$257K
GOOGreduced-325-$115K
ALVreduced-875-$102K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001694127-26-000003, largest first. % of portfolio is the value over $374,027,995, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,540 shares; 2024Q4: 435,840 shares; 2025Q1: 424,631 shares; 2025Q2: 436,939 shares; 2025Q3: 450,099 shares; 2025Q4: 462,626 shares; 2026Q1: 459,541 shares; 2026Q2: 461,485 shares 461,485$66.7M17.84%+1,944Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,300 shares; 2024Q4: 296,000 shares; 2025Q1: 288,393 shares; 2025Q2: 296,779 shares; 2025Q3: 305,674 shares; 2025Q4: 308,335 shares; 2026Q1: 316,340 shares; 2026Q2: 313,640 shares 313,640$48.9M13.08%-2,700Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,531 shares; 2024Q4: 247,406 shares; 2025Q1: 241,036 shares; 2025Q2: 248,588 shares; 2025Q3: 255,438 shares; 2025Q4: 233,887 shares; 2026Q1: 234,044 shares; 2026Q2: 232,769 shares 232,769$46.9M12.55%-1,275Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,156 shares; 2024Q4: 87,296 shares; 2025Q1: 85,047 shares; 2025Q2: 87,531 shares; 2025Q3: 90,146 shares; 2025Q4: 92,657 shares; 2026Q1: 126,666 shares; 2026Q2: 136,691 shares 136,691$45.3M12.12%+10,025Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659,883 shares; 2026Q2: 539,054 shares 539,054$40.3M10.78%-120,829Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,805 shares; 2024Q4: 117,480 shares; 2025Q1: 114,477 shares; 2025Q2: 118,091 shares; 2025Q3: 121,251 shares; 2025Q4: 140,272 shares; 2026Q1: 140,779 shares; 2026Q2: 172,599 shares 172,599$37.7M10.08%+31,820Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,554 shares; 2024Q4: 296,329 shares; 2025Q1: 288,698 shares; 2025Q2: 296,792 shares; 2025Q3: 306,007 shares; 2025Q4: 314,507 shares; 2026Q1: 314,925 shares; 2026Q2: 314,050 shares 314,050$36.5M9.75%-875Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,355 shares; 2024Q4: 123,030 shares; 2025Q1: 119,852 shares; 2025Q2: 123,638 shares; 2025Q3: 127,038 shares; 2025Q4: 130,579 shares; 2026Q1: 101,453 shares; 2026Q2: 101,128 shares 101,128$35.7M9.55%-325Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,289 shares; 2024Q4: 29,849 shares; 2025Q1: 29,088 shares; 2025Q2: 29,945 shares; 2025Q3: 30,830 shares; 2025Q4: 31,693 shares; 2026Q1: 31,803 shares; 2026Q2: 31,691 shares 31,691$15.9M4.24%-112Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001694127-26-000003 base2026-08-14acceptance time not in the bulk data set