StockDriftsStockDriftsTop 8 LFL Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BK | BANK NEW YORK MELLON CORP | 16.4% | 459.5K | $54.5M | -0.67%(-3.08K) | $52.36(+159.68%) | 2026-03-31 | |
| TEL | TE CONNECTIVITY LTD | 14.72% | 234.0K | $48.9M | +0.07%(+157) | $93.02(+122.19%) | 2026-03-31 | |
| AON | AON PLC | 12.3% | 126.7K | $40.9M | +36.70%(+34.01K) | $266.45(+18.38%) | 2026-03-31 | |
| LAMR | LAMAR ADVERTISING CO NEW | 12.05% | 316.3K | $40.1M | +2.60%(+8.01K) | $82.35(+79.01%) | 2026-03-31 | |
| ALV | AUTOLIV INC | 9.96% | 314.9K | $33.1M | +0.13%(+418) | $79.37(+52.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.76% | 101.5K | $29.1M | -22.31%(-29.13K) | $113.82(+248.96%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP OHIO | 8.4% | 140.8K | $27.9M | +0.36%(+507) | $95.94(+105.21%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.58% | 31.8K | $15.2M | +0.35%(+110) | $250.45(+93.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.20% | +65.15% |
| Top 20 Holdings Unweighted | +19.89% | +72.32% |
Sign up free to track LFL Advisers, LLC, compare funds side by side, and get alerts the moment positions change.