Filed: 2/13/2026ACC: 0001694127-26-000001
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $304.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$304.82M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
COM$155.68M51.1%
REG SHS$53.21M17.5%
CAP STK CL C$40.98M13.4%
CL A$39.03M12.8%
CL B NEW$15.93M5.2%
Portfolio Concentration
Top 3$147.89M48.5%
4–10$156.93M51.5%
Top 3 weight
48.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.71M
Sole
Full voting authority
1.71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
BANK NEW YORK MELLON CORP
SOLEShares462.63K
TypeSH
Market value$53.71M
17.62%
Sole
462.63K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares233.89K
TypeSH
Market value$53.21M
17.46%
Sole
233.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares130.58K
TypeSH
Market value$40.98M
13.44%
Sole
130.58K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares308.33K
TypeSH
Market value$39.03M
12.80%
Sole
308.33K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares314.51K
TypeSH
Market value$37.33M
12.25%
Sole
314.51K
Shared
0.00
None
0.00
AON PLC
SOLEShares92.66K
TypeSH
Market value$32.70M
10.73%
Sole
92.66K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares140.27K
TypeSH
Market value$31.94M
10.48%
Sole
140.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.69K
TypeSH
Market value$15.93M
5.23%
Sole
31.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORPSOLE | COM | 462.63K | SH | $53.71M 17.62% | 462.63K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | REG SHS | 233.89K | SH | $53.21M 17.46% | 233.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 130.58K | SH | $40.98M 13.44% | 130.58K | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 308.33K | SH | $39.03M 12.80% | 308.33K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 314.51K | SH | $37.33M 12.25% | 314.51K | 0.00 | 0.00 |
AON PLCSOLE | COM | 92.66K | SH | $32.70M 10.73% | 92.66K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 140.27K | SH | $31.94M 10.48% | 140.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.69K | SH | $15.93M 5.23% | 31.69K | 0.00 | 0.00 |