Institutional Fund
Lfl Advisers, LLC
Evanston, ILCIK 16941275 filings on record
Portfolio Value
$332.41M
Q1 2026
Holdings
9
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+9.1%
from $304.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bank New York Mellon Corp16.4%
- Te Connectivity PLC14.7%
- Sunbelt Rentals Holdings Inc12.8%
- Aon PLC12.3%
- Lamar Advertising Co New12.1%
- Autoliv Inc10.0%
- Other21.7%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bank New York Mellon Corp | 459.5K | $54.52M | 16.4% | −3.1K | Reduced |
| 2 | Te Connectivity PLC | 234.0K | $48.92M | 14.7% | +157 | Added |
| 3 | Sunbelt Rentals Holdings Inc | 659.9K | $42.66M | 12.8% | +659.9K | New |
| 4 | Aon PLC | 126.7K | $40.89M | 12.3% | +34.0K | Added |
| 5 | Lamar Advertising Co New | 316.3K | $40.07M | 12.1% | +8.0K | Added |
| 6 | Autoliv Inc | 314.9K | $33.12M | 10.0% | +418 | Added |
| 7 | Alphabet Inc | 101.5K | $29.10M | 8.8% | −29.1K | Reduced |
| 8 | Progressive Corp | 140.8K | $27.91M | 8.4% | +507 | Added |
| 9 | Berkshire Hathaway Inc Del | 31.8K | $15.24M | 4.6% | +110 | Added |