§ 13F · FUND PROFILE
LFL Advisers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289M (13F)Positions · 8Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | 460K | $55M | 16.4% | −1% |
| 2 | TEL | TE CONNECTIVITY LTD | 234K | $49M | 14.7% | ±0% |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | 660K | $43M | 12.8% | NEW |
| 4 | AON | AON PLC | 127K | $41M | 12.3% | +37% |
| 5 | LAMR | LAMAR ADVERTISING CO NEW | 316K | $40M | 12.1% | +3% |
| 6 | ALV | AUTOLIV INC | 315K | $33M | 10.0% | ±0% |
| 7 | GOOG | ALPHABET INC | 101K | $29M | 8.8% | −22% |
| 8 | PGR | PROGRESSIVE CORP OHIO | 141K | $28M | 8.4% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 32K | $15M | 4.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LFL SIGNAL
AC read
LFL Advisers, LLC is a Other fund managing $289 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed