Lancaster Investment Management as of Dec. 31, 2018
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 13 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linde | 22.8 | $85M | 542k | 156.04 | |
| Ubs Group (UBS) | 15.6 | $58M | 4.7M | 12.38 | |
| Autoliv (ALV) | 11.5 | $43M | 607k | 70.23 | |
| Avaya Holdings Corp | 8.5 | $31M | 2.2M | 14.56 | |
| Altice Usa Inc cl a (ATUS) | 7.2 | $27M | 1.6M | 16.52 | |
| Comcast Corporation (CMCSA) | 6.8 | $25M | 742k | 34.05 | |
| Aercap Holdings Nv Ord Cmn (AER) | 5.6 | $21M | 521k | 39.60 | |
| Consol Energy (CEIX) | 5.6 | $21M | 650k | 31.71 | |
| Meredith Corporation | 4.6 | $17M | 329k | 51.94 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.0 | $15M | 53k | 284.96 | |
| Graftech International (EAF) | 3.6 | $14M | 1.2M | 11.44 | |
| Perspecta | 2.4 | $9.0M | 524k | 17.22 | |
| Kimbell Rty Partners Lp unit (KRP) | 1.8 | $6.6M | 485k | 13.58 |
