Lancaster Investment Management as of March 31, 2019
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 11 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubs Group (UBS) | 18.8 | $62M | 5.1M | 12.11 | |
| Autoliv (ALV) | 17.3 | $57M | 777k | 73.53 | |
| Avaya Holdings Corp | 12.6 | $42M | 2.5M | 16.83 | |
| Altice Usa Inc cl a (ATUS) | 8.9 | $30M | 1.4M | 21.48 | |
| Comcast Corporation (CMCSA) | 8.4 | $28M | 694k | 39.98 | |
| Aercap Holdings Nv Ord Cmn (AER) | 7.6 | $25M | 540k | 46.54 | |
| Consol Energy (CEIX) | 7.3 | $24M | 704k | 34.22 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.8 | $19M | 55k | 346.91 | |
| Meredith Corporation | 5.7 | $19M | 342k | 55.26 | |
| Graftech International (EAF) | 4.6 | $15M | 1.2M | 12.79 | |
| Kimbell Rty Partners Lp unit (KRP) | 3.0 | $9.8M | 536k | 18.27 |
