LFL Advisers, LLC
EVANSTON IL · SEC CIK 0001694127
$3.74亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 17.8%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PGR 加仓+$695.11万
AON 加仓+$332.52万
BNY 加仓+$28.11万
2026Q2 卖出最多 按季末市值估算
SUNB 减仓-$903.92万
LAMR 减仓-$42.11万
TEL 减仓-$25.71万
GOOG 减仓-$11.48万
ALV 减仓-$10.16万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK NEW YORK MELLON CORP | $6,673.53万 | 17.84% | 461,485 | 1,944 | 0.4% | $28.11万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $4,892.16万 | 13.08% | 313,640 | -2,700 | -0.9% | -$42.11万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $4,692.86万 | 12.55% | 232,769 | -1,275 | -0.5% | -$25.71万 | 减仓 |
| AON | AON PLC | $4,533.90万 | 12.12% | 136,691 | 10,025 | 7.9% | $332.52万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4,032.66万 | 10.78% | 539,054 | -120,829 | -18.3% | -$903.92万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO | $3,770.43万 | 10.08% | 172,599 | 31,820 | 22.6% | $695.11万 | 加仓 |
| ALV | AUTOLIV INC | $3,648.32万 | 9.75% | 314,050 | -875 | -0.3% | -$10.16万 | 减仓 |
| GOOG | ALPHABET INC | $3,573.16万 | 9.55% | 101,128 | -325 | -0.3% | -$11.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,585.79万 | 4.24% | 31,691 | -112 | -0.4% | -$5.60万 | 减仓 |