Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LFL Advisers, LLC (CIK 1694127) reported $332.4M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BK ($54.5M, 16.40%), TEL ($48.9M, 14.72%), ($42.7M, 12.83%), AON ($40.9M, 12.30%), LAMR ($40.1M, 12.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | $54.5M | 16.40% | 459,541 | Trimmed |
| 2 | TEL | TE CONNECTIVITY LTD | $48.9M | 14.72% | 234,044 | Added |
| 3 | SUNBELT RENTALS HOLDINGS INC | $42.7M | 12.83% | 659,883 | New | |
| 4 | AON | AON PLC | $40.9M | 12.30% | 126,666 | Added |
| 5 | LAMR | LAMAR ADVERTISING CO NEW | $40.1M | 12.05% | 316,340 | Added |
| 6 | ALV | AUTOLIV INC | $33.1M | 9.96% | 314,925 | Added |
| 7 | GOOG | ALPHABET INC | $29.1M | 8.76% | 101,453 | Trimmed |
| 8 | PGR | PROGRESSIVE CORP OHIO | $27.9M | 8.40% | 140,779 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.2M | 4.58% | 31,803 | Added |
Source: SEC Form 13F filings · as of 2026-03-31