Institutional
LFL Advisers, LLC
CIK 0001694127
$332.4M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-13
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | — | — | — | — | $54.5M | 16.40% | — | HELD |
| 2 | TEL | TE CONNECTIVITY LTD | $208.64 | 1.00% | 3.38% | 48.05% | $48.9M | 14.72% | — | HELD |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | $71.50 | -1.42% | -1.98% | -4.67% | $42.7M | 12.83% | — | HELD |
| 4 | AON | AON PLC | $363.72 | -0.78% | 2.86% | 30.74% | $40.9M | 12.30% | — | HELD |
| 5 | LAMR | LAMAR ADVERTISING CO NEW | $159.09 | -0.97% | 39.55% | 80.92% | $40.1M | 12.05% | — | HELD |
| 6 | ALV | AUTOLIV INC | $122.50 | -1.34% | 15.07% | 60.90% | $33.1M | 9.96% | — | HELD |
| 7 | GOOG | ALPHABET INC | $353.20 | 5.85% | 76.17% | 131.42% | $29.1M | 8.76% | — | HELD |
| 8 | PGR | PROGRESSIVE CORP OHIO | $213.04 | -0.11% | -5.79% | 147.45% | $27.9M | 8.40% | — | HELD |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $15.2M | 4.58% | — | HELD |
Source: SEC EDGAR · accession 0001694127-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.