Lancaster Investment Management as of Dec. 31, 2019
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autoliv (ALV) | 24.0 | $58M | 681k | 84.41 | |
| Avaya Holdings Corp | 16.6 | $40M | 3.0M | 13.50 | |
| Consol Energy (CEIX) | 12.8 | $31M | 2.1M | 14.51 | |
| Altice Usa Inc cl a (ATUS) | 10.2 | $24M | 893k | 27.34 | |
| Comcast Corporation (CMCSA) | 8.4 | $20M | 450k | 44.97 | |
| Borr | 6.6 | $16M | 1.8M | 8.62 | |
| Aercap Holdings Nv Ord Cmn (AER) | 6.5 | $16M | 252k | 61.47 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.0 | $14M | 30k | 485.08 | |
| Graftech International (EAF) | 5.5 | $13M | 1.1M | 11.62 | |
| Children's Place Retail Stores (PLCE) | 3.3 | $8.0M | 128k | 62.52 |
