LFL Advisers, LLC
Top Portfolio Positions
8 positions ·
$303,605,421 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BNY |
Bank of New York Mellon Corp
Financial Services
|
459,541 | $54,515,348 | 17.96% | |
| TEL |
TE Connectivity plc
Technology
|
234,044 | $48,919,876 | 16.11% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
659,883 | $42,951,784 | 14.15% | |
| AON |
Aon plc
Financial Services
|
126,666 | $40,885,251 | 13.47% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
316,340 | $40,067,624 | 13.20% | |
| ALV |
Autoliv Inc
Consumer Cyclical
|
314,925 | $33,117,513 | 10.91% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
140,779 | $27,908,028 | 9.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
31,803 | $15,239,997 | 5.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAMR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,067,624 | 316,340 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $39,029,044 | 308,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,420,611 | 305,674 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $36,017,099 | 296,779 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,813,355 | 288,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,035,040 | 296,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,917,680 | 291,300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,913,792 | 266,994 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,118,304 | 268,975 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,163,266 | 246,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,548,060 | 246,173 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,673,295 | 258,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,838,845 | 258,673 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,654,731 | 261,173 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,544,160 | 261,173 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $23,327,268 | 265,173 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,807,799 | 265,173 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $32,165,484 | 265,173 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,083,876 | 265,173 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,689,364 | 265,173 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,421,608 | 270,673 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,525,407 | 270,673 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,871,551 | 285,198 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,360,266 | 289,998 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,932,633 | 291,198 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||