LFL Advisers, LLC

Q3 2026 13F-HR Holdings

Location
Evanston, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$373,213
Net value change ($000)
-815 (-0.2%)
New positions
1
Sold out positions
0
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MOBILITY GLOBAL INC 18,832 NEW
TEL 10,103 21.5%
Top Reduces (Value $000, Stocks/ETFs)
LAMR -8,175 -16.7%
GOOG -3,755 -10.5%
SUNB -3,600 -8.9%
PGR -3,572 -9.5%
AON -3,297 -7.3%
BK -3,252 -4.9%
ALV -2,866 -7.9%
BRK-B -1,235 -7.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type