Investor
LFL Advisers, LLC
CIK 0001694127 · filed 2026-05-13 · SEC filing
13F book
$332.4M
Positions
9
1 new · 0 sold
Largest name
16.4%
Bank New York Mellon Corp
Est. mark
−$17.8M
Price effect on 8 names still held. Flow $45.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bank New York Mellon Corp | — | 459.5K | $54.5M | 16.4% | $1.17M | Cut$809.1K |
| Te Connectivity Plc | TEL | 234K | $48.9M | 14.7% | −$4.32M | Added−$4.29M |
| Sunbelt Rentals Holdings, Inc. | SUNB | 659.9K | $42.7M | 12.8% | — | New |
| Aon plc | AON | 126.7K | $40.9M | 12.3% | −$2.79M | Added$8.19M |
| Lamar Advertising Co/New | LAMR | 316.3K | $40.1M | 12.1% | $24.7K | Added$1.04M |
| Autoliv Inc | ALV | 314.9K | $33.1M | 10.0% | −$4.26M | Added−$4.21M |
| Alphabet Inc | — | 101.5K | $29.1M | 8.8% | −$2.73M | Cut−$11.9M |
| Progressive Corp | — | 140.8K | $27.9M | 8.4% | −$4.14M | Added−$4.03M |
| Berkshire Hathaway Inc Del | — | 31.8K | $15.2M | 4.6% | −$743.2K | Added−$690.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.