Lancaster Investment Management as of Sept. 30, 2019
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Borr | 24.0 | $81M | 1.7M | 47.10 | |
| Autoliv (ALV) | 22.7 | $77M | 976k | 78.88 | |
| Avaya Holdings Corp | 10.9 | $37M | 3.6M | 10.23 | |
| Altice Usa Inc cl a (ATUS) | 7.6 | $26M | 900k | 28.68 | |
| Consol Energy (CEIX) | 7.5 | $25M | 1.6M | 15.63 | |
| Comcast Corporation (CMCSA) | 5.7 | $19M | 431k | 45.08 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.8 | $16M | 300k | 54.75 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.2 | $14M | 35k | 412.12 | |
| Stars Group | 4.0 | $14M | 898k | 14.98 | |
| Graftech International (EAF) | 3.5 | $12M | 933k | 12.80 | |
| Children's Place Retail Stores (PLCE) | 2.6 | $8.7M | 113k | 76.99 | |
| Dillard's (DDS) | 2.4 | $8.1M | 122k | 66.11 |
