Filed: 5/13/2026ACC: 0001694127-26-000002
📋 What this filing means
LFL ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $332.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$332.41M
Total AUM (reported)
2.39M
Total Shares
Allocation by class
COM$199.08M59.9%
REG SHS$48.92M14.7%
CL A$40.07M12.1%
CAP STK CL C$29.10M8.8%
CL B NEW$15.24M4.6%
Portfolio Concentration
Top 3$146.09M43.9%
4–10$186.32M56.1%
Top 3 weight
43.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.39M
Sole
Full voting authority
2.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
BANK NEW YORK MELLON CORP
SOLEShares459.54K
TypeSH
Market value$54.52M
16.40%
Sole
459.54K
Shared
0.00
None
0.00
TE CONNECTIVITY LTD
SOLEShares234.04K
TypeSH
Market value$48.92M
14.72%
Sole
234.04K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares659.88K
TypeSH
Market value$42.66M
12.83%
Sole
659.88K
Shared
0.00
None
0.00
AON PLC
SOLEShares126.67K
TypeSH
Market value$40.89M
12.30%
Sole
126.67K
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares316.34K
TypeSH
Market value$40.07M
12.05%
Sole
316.34K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares314.93K
TypeSH
Market value$33.12M
9.96%
Sole
314.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares101.45K
TypeSH
Market value$29.10M
8.76%
Sole
101.45K
Shared
0.00
None
0.00
PROGRESSIVE CORP OHIO
SOLEShares140.78K
TypeSH
Market value$27.91M
8.40%
Sole
140.78K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.80K
TypeSH
Market value$15.24M
4.58%
Sole
31.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK NEW YORK MELLON CORPSOLE | COM | 459.54K | SH | $54.52M 16.40% | 459.54K | 0.00 | 0.00 |
TE CONNECTIVITY LTDSOLE | REG SHS | 234.04K | SH | $48.92M 14.72% | 234.04K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | COM | 659.88K | SH | $42.66M 12.83% | 659.88K | 0.00 | 0.00 |
AON PLCSOLE | COM | 126.67K | SH | $40.89M 12.30% | 126.67K | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 316.34K | SH | $40.07M 12.05% | 316.34K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 314.93K | SH | $33.12M 9.96% | 314.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 101.45K | SH | $29.10M 8.76% | 101.45K | 0.00 | 0.00 |
PROGRESSIVE CORP OHIOSOLE | COM | 140.78K | SH | $27.91M 8.40% | 140.78K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.80K | SH | $15.24M 4.58% | 31.80K | 0.00 | 0.00 |