The Analysis of LFL Advisers, LLC's Holdings & P&L

Currently, LFL Advisers, LLC holds 9 types of securities in its portfolio with a total value $332.4M. In the most recent quarter, they have increased their positions in N/A (+659.9K shares, valued at $42.7M), N/A (+34.0K shares, valued at $11.0M), LAMR (+8.0K shares, valued at $1.0M); decreased their positions in N/A (-29.1K shares, valued at $8.4M), BK (-3.1K shares, valued at $366.0K); initiated new positions in N/A (+659.9K shares, valued at $42.7M).

1M P&L

+8.1M+4.81%

3M P&L

+13.9M+8.53%

HY P&L

+18.8M+11.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified53.7M

33.1%

2REIT - Specialty39.0M

24.1%

3Auto Parts37.3M

23.0%

Top Industries by Stock Count

1Auto Parts1 stocks

25.0%

2Banks - Diversified1 stocks

25.0%

3REIT - Specialty1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BK BANK NEW YORK MELLON CORP459.5K shares-0.67%2026-03-312026-05-13

TE CONNECTIVITY LTD TE CONNECTIVITY LTD234.0K shares0.07%2026-03-312026-05-13

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC659.9K sharesnew addition2026-03-312026-05-13

AON PLC AON PLC126.7K shares36.70%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO NEW316.3K shares2.60%2026-03-312026-05-13

ALV AUTOLIV INC314.9K shares0.13%2026-03-312026-05-13

ALPHABET INC ALPHABET INC101.5K shares-22.31%2026-03-312026-05-13

PGR PROGRESSIVE CORP OHIO140.8K shares0.36%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.8K shares0.35%2026-03-312026-05-13

BANK NEW YORK MELLON CORP

-0.67%

Shares459.5K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY LTD

0.07%

Shares234.0K

Event2026-03-31

Filed2026-05-13

SUNBELT RENTALS HOLDINGS INC

New

Shares659.9K

Event2026-03-31

Filed2026-05-13

AON PLC

36.70%

Shares126.7K

Event2026-03-31

Filed2026-05-13

LAMR

LAMAR ADVERTISING CO NEW

2.60%

Shares316.3K

Event2026-03-31

Filed2026-05-13

ALV

AUTOLIV INC

0.13%

Shares314.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-22.31%

Shares101.5K

Event2026-03-31

Filed2026-05-13

PGR

PROGRESSIVE CORP OHIO

0.36%

Shares140.8K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.35%

Shares31.8K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

LFL Advisers, LLC Institutional Holdings, Portfolio & P&L — TradeFomo