LFL Advisers, LLC
Portfolio value QoQ: +12.5% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%9
Effective number of positions8.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.83% Est. buys $10,557,393 · sells $9,989,941
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions0
Increased3
Decreased6
Closed0
Portfolio value
$374.0M
Positions
9
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BK | $66,735,346 | 17.84% | 461,485 | $12,219,997 | Up ×1 | ||
| LAMR | $48,921,567 | 13.08% | 313,640 | $8,853,943 | Down ×1 | ||
| TEL | $46,928,558 | 12.55% | 232,769 | $-1,991,319 | Down ×1 | ||
| AON | $45,339,038 | 12.12% | 136,691 | $4,453,787 | Up ×5 | ||
| Unknown issuer (CUSIP: 866966104) | $40,326,630 | 10.78% | 539,054 | $-2,328,912 | Down ×1 | ||
| PGR | $37,704,252 | 10.08% | 172,599 | $9,796,223 | Up ×5 | ||
| ALV | $36,483,189 | 9.75% | 314,050 | $3,365,676 | Down ×1 | ||
| GOOG | $35,731,556 | 9.55% | 101,128 | $6,628,748 | Down ×2 | ||
| BRK-B | $15,857,859 | 4.24% | 31,691 | $617,861 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)