本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LFL Advisers, LLC (CIK 1694127) reported $374.0M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BNY ($66.7M, 17.84%), LAMR ($48.9M, 13.08%), TEL ($46.9M, 12.55%), AON ($45.3M, 12.12%), SUNB ($40.3M, 10.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNY | BANK NEW YORK MELLON CORP | $66.7M | 17.84% | 461,485 | Added |
| 2 | LAMR | LAMAR ADVERTISING CO NEW | $48.9M | 13.08% | 313,640 | Trimmed |
| 3 | TEL | TE CONNECTIVITY LTD | $46.9M | 12.55% | 232,769 | Trimmed |
| 4 | AON | AON PLC | $45.3M | 12.12% | 136,691 | Added |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | $40.3M | 10.78% | 539,054 | Trimmed |
| 6 | PGR | PROGRESSIVE CORP OHIO | $37.7M | 10.08% | 172,599 | Added |
| 7 | ALV | AUTOLIV INC | $36.5M | 9.75% | 314,050 | Trimmed |
| 8 | GOOG | ALPHABET INC | $35.7M | 9.55% | 101,128 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.9M | 4.24% | 31,691 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30