13F HOLDINGS REPORT
LFL Advisers, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001694127-26-000001
Total Value
$304.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BANK NEW YORK MELLON CORP | 064058100 | 462,626 | $53.7M | 17.62% |
| 2 | TE CONNECTIVITY LTD | TEL | 233,887 | $53.2M | 17.46% |
| 3 | ALPHABET INC | GOOG | 130,579 | $41.0M | 13.44% |
| 4 | LAMAR ADVERTISING CO NEW | LAMR | 308,335 | $39.0M | 12.80% |
| 5 | AUTOLIV INC | ALV | 314,507 | $37.3M | 12.25% |
| 6 | AON PLC | AON | 92,657 | $32.7M | 10.73% |
| 7 | PROGRESSIVE CORP OHIO | 743315103 | 140,272 | $31.9M | 10.48% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 31,693 | $15.9M | 5.23% |