account_balance
Investment manager · 13F filer · SEC CIK 1694127
LFL Advisers, LLC
Reported value$373Mas of Sep 30, 2026
Positions10 1 new, 0 sold out
Top 10 weight100.0%BNY alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
BNYBank of New York Mellon Corp
17.0%Trimmed −5%
TELTE Connectivity PLC
15.3%Added +16%
AONAon PLC
11.3%Added +11%
LAMRLamar Advertising Co
10.9%Trimmed −10%
SUNBSunbelt Rentals Holdings, Inc.
9.8%Trimmed −7%
PGRProgressive Corp
9.1%Trimmed −5%
ALVAutoliv Inc
9.0%Trimmed −4%
GOOGAlphabet Inc.
8.6%Trimmed −7%
MBGLMobility Global Inc.
5.0%New
BRK-BBerkshire Hathaway Inc
3.9%Trimmed −7%
BNYBank of New York Mellon Corp
17.0%Trimmed −5%
TELTE Connectivity PLC
15.3%Added +16%
AONAon PLC
11.3%
LAMRLamar Advertising Co
10.9%
SUNBSunbelt Rentals Holdings, Inc.
9.8%−7%
PGRProgressive Corp
9.1%
ALVAutoliv Inc
9.0%−4%
GOOGAlphabet Inc.
8.6%−7%
MBGL5.0%BRK-BBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
BNY Bank of New York Mellon Corp 17.0% Trimmed −5%TEL TE Connectivity PLC 15.3% Added +16%AON Aon PLC 11.3% Added +11%LAMR Lamar Advertising Co 10.9% Trimmed −10%SUNB Sunbelt Rentals Holdings, Inc. 9.8% Trimmed −7%PGR Progressive Corp 9.1% Trimmed −5%ALV Autoliv Inc 9.0% Trimmed −4%GOOG Alphabet Inc. 8.6% Trimmed −7%MBGL Mobility Global Inc. 5.0% NewBRK-B Berkshire Hathaway Inc 3.9% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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