Fund Universe

← Fund Universe

☆LFL Advisers, LLC

CIK 0001694127 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.905
AUM ($M)
374
Positions
9
Turnover
0.05
Top-10 wt
100%
Herfindahl
0.122
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 9 positions · portfolio value $374M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BNY funds › BANK NEW YORK MELLON CORP ADD — 17.8% +1.4% 66.7 461,485 +1,944 5 —
☆LAMR funds › LAMAR ADVERTISING CO NEW TRIM — 13.1% +1.0% 48.9 313,640 -2,700 5 —
☆TEL funds › TE CONNECTIVITY LTD TRIM — 12.5% -2.2% 46.9 232,769 -1,275 5 —
☆AON funds › AON PLC ADD — 12.1% -0.2% 45.3 136,691 +10,025 5 —
☆SUNB funds › SUNBELT RENTALS HOLDINGS INC TRIM — 10.8% -2.1% 40.3 539,054 -120,829 2 —
☆PGR funds › PROGRESSIVE CORP OHIO ADD — 10.1% +1.7% 37.7 172,599 +31,820 5 —
☆ALV funds › AUTOLIV INC TRIM — 9.8% -0.2% 36.5 314,050 -875 5 —
☆GOOG funds › ALPHABET INC TRIM — 9.6% +0.8% 35.7 101,128 -325 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 4.2% -0.3% 15.9 31,691 -112 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 374 9 0.05 100% 0.122 0.904 — in
2026Q1 332 9 0.14 100% 0.121 0.803 — in
2025Q4 305 8 0.03 100% 0.136 0.888 — in
2025Q3 289 8 0.06 100% 0.138 0.867 — in
2025Q2 250 8 0.05 100% 0.134 0.882 — entered
2025Q1 229 8 0.00 100% 0.133 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status