Holdings of LFL Advisers, LLC
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Financials 40.3 %
- Industrials 17.6 %
- Communication 12.0 %
- Unattributed 30.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 242.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp/The | 459,541 | 54.5M $ | |
| 2 | Sunbelt Rentals Holdings Inc | 659,883 | 42.7M $ | |
| 3 | Lamar Advertising Co | 316,340 | 40.1M $ | |
| 4 | Autoliv Inc | 314,925 | 33.1M $ | |
| 5 | Alphabet Inc | 101,453 | 29.1M $ | |
| 6 | Progressive Corp/The | 140,779 | 27.9M $ | |
| 7 | Berkshire Hathaway Inc | 31,803 | 15.2M $ |