LFL Advisers, LLC
9 holdingsFiling period: 2026-03-31Current AUM: $362.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | 459.5K | $54.5M | $54.5M | 15.06% | -3,085 | 2026-03-31 |
| 2 | — | TE CONNECTIVITY LTD | 234.0K | $48.9M | $48.9M | 13.51% | +157 | 2026-03-31 |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | 659.9K | $42.7M | $47.1M | 13.02% | -- | 2026-03-31 |
| 4 | — | AON PLC | 126.7K | $40.9M | $40.9M | 11.29% | +34.0K | 2026-03-31 |
| 5 | LAMR | LAMAR ADVERTISING CO NEW | 316.3K | $40.1M | $50.6M | 13.98% | +8.0K | 2026-03-31 |
| 6 | ALV | AUTOLIV INC | 314.9K | $33.1M | $38.8M | 10.71% | +418 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 101.5K | $29.1M | $36.2M | 9.99% | -29,126 | 2026-03-31 |
| 8 | PGR | PROGRESSIVE CORP OHIO | 140.8K | $27.9M | $29.8M | 8.22% | +507 | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 31.8K | $15.2M | $15.2M | 4.21% | +110 | 2026-03-31 |
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