LFL Advisers

Latest statistics and disclosures from LFL Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BK, TEL, SUNB, AON, LAMR, and represent 68.30% of LFL Advisers's stock portfolio.
  • Added to shares of these 7 stocks: SUNB (+$43M), AON (+$11M), LAMR, PGR, BRK.B, ALV, TEL.
  • Started 1 new stock position in SUNB.
  • Reduced shares in these 2 stocks: GOOG (-$8.4M), BK.
  • LFL Advisers was a net buyer of stock by $46M.
  • LFL Advisers has $332M in assets under management (AUM), dropping by 9.05%.
  • Central Index Key (CIK): 0001694127

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Portfolio Holdings for LFL Advisers

LFL Advisers holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of New York Mellon Corporation (BK) 16.4 $55M 460k 118.63
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Te Connectivity Reg Shs (TEL) 14.7 $49M 234k 209.02
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Sunbelt Rentals Holdings (SUNB) 12.8 $43M NEW 660k 64.64
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Aon (AON) 12.3 $41M +36% 127k 322.78
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Lamar Advertising Cl A (LAMR) 12.1 $40M +2% 316k 126.66
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Autoliv (ALV) 10.0 $33M 315k 105.16
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Alphabet Cap Stk Cl C (GOOG) 8.8 $29M -22% 102k 286.86
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Progressive Corporation (PGR) 8.4 $28M 141k 198.24
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $15M 32k 479.20
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Past Filings by LFL Advisers

SEC 13F filings are viewable for LFL Advisers going back to 2016

View all past filings