Lfl Advisers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$332.4M
Q ending 2026-03-31
Prior quarter
$304.8M
Q ending 2025-12-31
Change
+9.1% QoQ · +45.4% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bank New York Mellon Corp | BNY | Shares | $54.5M | 460K |
| Te Connectivity Ltd | Shares | $48.9M | 234K | |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $42.7M | 660K |
| Aon Plc | Shares | $40.9M | 127K | |
| Lamar Advertising Co New | LAMR | Shares | $40.1M | 316K |
| Autoliv Inc | ALV | Shares | $33.1M | 315K |
| Alphabet Inc | GOOG | Shares | $29.1M | 101K |
| Progressive Corp Ohio | PGR | Shares | $27.9M | 141K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $15.2M | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.