Lfl Advisers, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lfl Advisers, LLC disclosed 9 US equity positions worth $332.4m in its Q1 2026 13F filing. The largest position was BNY at 16.4% of the reported book, followed by TEL and SUNB.
What did Lfl Advisers, LLC own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BNY BANK NEW YORK MELLON CORP | Financial Services | 16.4% | $54.5m | 459,541 | – | |
| 2 | TEL TE CONNECTIVITY LTD | Technology | 14.7% | $48.9m | 234,044 | – | |
| 3 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 12.8% | $42.7m | 659,883 | – | |
| 4 | AON AON PLC | Financial Services | 12.3% | $40.9m | 126,666 | – | |
| 5 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 12.1% | $40.1m | 316,340 | – | |
| 6 | ALV AUTOLIV INC | Consumer Cyclical | 10.0% | $33.1m | 314,925 | – | |
| 7 | GOOG ALPHABET INC | Communication Services | 8.8% | $29.1m | 101,453 | – | |
| 8 | PGR PROGRESSIVE CORP OHIO | Financial Services | 8.4% | $27.9m | 140,779 | – | |
| 9 | BRK/B BERKSHIRE HATHAWAY INC DEL | 4.6% | $15.2m | 31,803 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.