Q1 2026 · 13F-HR
LFL Advisers, LLCholdings as filed
Filed 2026-05-13 · accession 0001694127-26-000002
$332.4M
Reported value
9
Positions
2026-03-31
Period end
The Brief · LFL Advisers, LLC · Q1 2026
AI · grounded in 13F
LFL Advisers, LLC established a new position in SUNB valued at $42.66M. The fund also increased its holdings in AON by 36.7% and LAMR by 2.6%. Conversely, it reduced its stake in GOOG by 22.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 064058100 | BK | BANK NEW YORK MELLON CORP | $54.5M | 16.4% | 459,541 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY LTD | $48.9M | 14.7% | 234,044 | Common | SOLE |
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $42.7M | 12.8% | 659,883 | Common | SOLE |
| G0403H108 | AON | AON PLC | $40.9M | 12.3% | 126,666 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $40.1M | 12.1% | 316,340 | Common | SOLE |
| 052800109 | ALV | AUTOLIV INC | $33.1M | 9.96% | 314,925 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $29.1M | 8.76% | 101,453 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $27.9M | 8.40% | 140,779 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.2M | 4.58% | 31,803 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.