LFL Advisers, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 659,883 | +659,883 | 0 | 42,655,542 | 12.83% | +42,655,542 |
| AON PLC(AON) | 92,657 | 126,666 | +34,009 | 32,696,802 | 40,885,251 | 12.30% | +8,188,449 |
| LAMAR ADVERTISING CO NEW(LAMR) | 308,335 | 316,340 | +8,005 | 39,029,044 | 40,067,624 | 12.05% | +1,038,580 |
| BANK NEW YORK MELLON CORP | 462,626 | 459,541 | -3,085 | 53,706,252 | 54,515,349 | 16.40% | +809,097 |
| BERKSHIRE HATHAWAY INC DEL | 31,693 | 31,803 | +110 | 15,930,486 | 15,239,998 | 4.58% | -690,488 |
| PROGRESSIVE CORP OHIO(PGR) | 140,272 | 140,779 | +507 | 31,942,740 | 27,908,029 | 8.40% | -4,034,711 |
| AUTOLIV INC(ALV) | 314,507 | 314,925 | +418 | 37,331,981 | 33,117,513 | 9.96% | -4,214,468 |
| TE CONNECTIVITY LTD(TEL) | 233,887 | 234,044 | +157 | 53,211,631 | 48,919,877 | 14.72% | -4,291,754 |
| ALPHABET INC(GOOG) | 130,579 | 101,453 | -29,126 | 40,975,690 | 29,102,808 | 8.76% | -11,872,882 |