LFL Advisers, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA LFL Advisers, LLC | Institutional Filer | ▲ 9.05% | $332.4M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BK | The Bank of New York Mellon Corporation | Financial Services | 460K | $54.5M | 16.40% |
| 2 | TEL | TE Connectivity Ltd. | Technology | 234K | $48.9M | 14.72% |
| 3 | NaN | SUNBELT RENTALS HOLDINGS INC | — | 660K | $42.7M | 12.83% |
| 4 | AON | Aon plc | Financial Services | 127K | $40.9M | 12.30% |
| 5 | LAMR | Lamar Advertising Company | Real Estate | 316K | $40.1M | 12.05% |
| 6 | ALV | Autoliv, Inc. | Consumer Cyclical | 315K | $33.1M | 9.96% |
| 7 | GOOG | Alphabet Inc. | Technology | 101K | $29.1M | 8.76% |
| 8 | PGR | The Progressive Corporation | Financial Services | 141K | $27.9M | 8.40% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 32K | $15.2M | 4.58% |
Showing 1 to 9 of 9 holdings