LFL Advisers as of March 31, 2026
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 | |
| Te Connectivity Reg Shs (TEL) | 14.7 | $49M | 234k | 209.02 | |
| Sunbelt Rentals Holdings (SUNB) | 12.8 | $43M | 660k | 64.64 | |
| Aon (AON) | 12.3 | $41M | 127k | 322.78 | |
| Lamar Advertising Cl A (LAMR) | 12.1 | $40M | 316k | 126.66 | |
| Autoliv (ALV) | 10.0 | $33M | 315k | 105.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.8 | $29M | 102k | 286.86 | |
| Progressive Corporation (PGR) | 8.4 | $28M | 141k | 198.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $15M | 32k | 479.20 |
