Lfl Advisers, Llc Portfolio Stock Holdings
Lfl Advisers, Llc disclosed 9 stock positions valued at approximately $332.4 million in its latest SEC 13F filing. The largest holdings include BANK NEW YORK MELLON CORP, TE CONNECTIVITY LTD, and AON PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $332.4M
Holdings by Sector
Lfl Advisers, Llc Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | BK | Financial Services | 16.40% | 459,541 | -3,085 | -0.67% | $54,515,349 |
| TE CONNECTIVITY LTD | TEL | Other | 14.72% | 234,044 | +157 | +0.07% | $48,919,877 |
| AON PLC | AON | Financial Services | 12.30% | 126,666 | +34,009 | +36.70% | $40,885,251 |
| LAMAR ADVERTISING CO NEW | LAMR | Real Estate | 12.05% | 316,340 | +8,005 | +2.60% | $40,067,624 |
| AUTOLIV INC | ALV | Consumer Cyclical | 9.96% | 314,925 | +418 | +0.13% | $33,117,513 |
| ALPHABET INC | GOOG | Communication Services | 8.76% | 101,453 | -29,126 | -22.31% | $29,102,808 |
| PROGRESSIVE CORP OHIO | PGR | Financial Services | 8.40% | 140,779 | +507 | +0.36% | $27,908,029 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.58% | 31,803 | +110 | +0.35% | $15,239,998 |