Latest LFL Advisers, LLC Stock Portfolio

$332Million | No. of Holdings #9

LFL Advisers, LLC Performance

2026 Q1-5.19%

YTD-5.19%

2025+26.28%

About LFL Advisers, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, LFL Advisers, LLC reported an equity portfolio of $332.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of LFL Advisers, LLC are BK, , . The fund has invested 16.4% of it's portfolio in BANK NEW YORK MELLON CORP and 14.7% of portfolio in TE CONNECTIVITY LTD. <br><br> They significantly reduced their stock positions in ALPHABET INC (GOOG) and BANK NEW YORK MELLON CORP (BK). LFL Advisers, LLC opened new stock positions in SUNBELT RENTALS HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to AON PLC (AON), LAMAR ADVERTISING CO NEW (LAMR) and PROGRESSIVE CORP OHIO (PGR).

LFL Advisers, LLC Equity Portfolio Value

Last Reported on: 13 May, 2026

$332Million

as of May 13, 2026

LFL Advisers, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LFL Advisers, LLC made a return of -5.19% in the last quarter. In trailing 12 months, it's portfolio return was 16.98%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sunbelt rentals holdings inc	42,655,500

New stocks bought by LFL Advisers, LLC

Additions

Ticker	% Inc.
aon plc	36.7
lamar advertising co new	2.6
progressive corp ohio	0.36
berkshire hathaway inc del	0.35
autoliv inc	0.13
te connectivity ltd	0.07

Additions to existing portfolio by LFL Advisers, LLC

Reductions

Ticker	% Reduced
alphabet inc	-22.31
bank new york mellon corp	-0.67

LFL Advisers, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by LFL Advisers, LLC

Sector Distribution

LFL Advisers, LLC has about 37.1% of it's holdings in Financial Services sector.

Financial Services
Others
Real Estate
Consumer Cyclical
Communication Services

Sector	%
Financial Services	37.1
Others	32.1
Real Estate	12.1
Consumer Cyclical	10
Communication Services	8.8

Market Cap. Distribution

LFL Advisers, LLC has about 57.9% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
UNALLOCATED
MID-CAP
MEGA-CAP

Category	%
LARGE-CAP	49.1
UNALLOCATED	32.1
MID-CAP	10
MEGA-CAP	8.8

Stocks belong to which Index?

About 45.9% of the stocks held by LFL Advisers, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	54.1
S&P 500	45.9

Top 5 Winners (%)		%
BK	bank new york mellon corp	2.2 %
LAMR	lamar advertising co new	0.1 %

Top 5 Winners ($)		$
BK	bank new york mellon corp	1.2 M
LAMR	lamar advertising co new	0.0 M

Top 5 Losers (%)		%
PGR	progressive corp ohio	-12.9 %
ALV	autoliv inc	-11.4 %
	te connectivity ltd	-8.1 %
GOOG	alphabet inc	-7.6 %
AON	aon plc	-7.5 %

Top 5 Losers ($)		$
	te connectivity ltd	-4.3 M
ALV	autoliv inc	-4.3 M
PGR	progressive corp ohio	-4.1 M
AON	aon plc	-3.3 M
GOOG	alphabet inc	-3.1 M

LFL Advisers, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LFL Advisers, LLC

LFL Advisers, LLC has 9 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. BK was the most profitable stock for LFL Advisers, LLC last quarter.

$332.41MTotal Value

9.00Positions

13 May, 2026Last Reported

Current holdings of Current Stock Holdings of LFL Advisers, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ALV Autoliv Inc Autoliv IncALV LFL Advisers, LLC's holding in Autoliv Inc over time	9.96%	314,925	$33.12M 9.96%	increased 0.13 percentadded

AON Aon Plc Aon PlcAON LFL Advisers, LLC's holding in Aon Plc over time	12.3%	126,666	$40.89M 12.3%	increased 36.7 percentadded

BK Bank New York Mellon Corp Bank New York Mellon CorpBK LFL Advisers, LLC's holding in Bank New York Mellon Corp over time	16.4%	459,541	$54.52M 16.4%	decreased 0.67 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG LFL Advisers, LLC's holding in Alphabet Inc over time	8.76%	101,453	$29.10M 8.76%	decreased 22.31 percentreduced

LAMR Lamar Advertising Co New Lamar Advertising Co NewLAMR LFL Advisers, LLC's holding in Lamar Advertising Co New over time	12.05%	316,340	$40.07M 12.05%	increased 2.6 percentadded

PGR Progressive Corp Ohio Progressive Corp OhioPGR LFL Advisers, LLC's holding in Progressive Corp Ohio over time	8.4%	140,779	$27.91M 8.4%	increased 0.36 percentadded

Reg Shs Te Connectivity Ltd Te Connectivity Ltd LFL Advisers, LLC's holding in Te Connectivity Ltd over time	14.72%	234,044	$48.92M 14.72%	increased 0.07 percentadded

Com Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc LFL Advisers, LLC's holding in Sunbelt Rentals Holdings Inc over time	12.83%	659,883	$42.66M 12.83%	new position

Cl B New Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del LFL Advisers, LLC's holding in Berkshire Hathaway Inc Del over time	4.58%	31,803	$15.24M 4.58%	increased 0.35 percentadded