Lancaster Investment Management as of June 30, 2019
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autoliv (ALV) | 20.2 | $60M | 844k | 70.51 | |
| Altice Usa Inc cl a (ATUS) | 12.9 | $38M | 1.6M | 24.35 | |
| Avaya Holdings Corp | 12.9 | $38M | 3.2M | 11.91 | |
| Comcast Corporation (CMCSA) | 10.1 | $30M | 702k | 42.28 | |
| Consol Energy (CEIX) | 9.9 | $29M | 1.1M | 26.61 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $21M | 52k | 395.17 | |
| Aercap Holdings Nv Ord Cmn (AER) | 6.9 | $20M | 389k | 52.01 | |
| Graftech International (EAF) | 6.2 | $18M | 1.6M | 11.50 | |
| Meredith Corporation | 5.5 | $16M | 296k | 55.06 | |
| Stars Group | 5.1 | $15M | 879k | 17.07 | |
| Kimbell Rty Partners Lp unit (KRP) | 3.3 | $9.6M | 597k | 16.15 |
