Lancaster Investment Management as of March 31, 2020
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autoliv (ALV) | 25.6 | $36M | 789k | 46.01 | |
| Altice Usa Inc cl a (ATUS) | 10.2 | $14M | 647k | 22.29 | |
| Aercap Holdings Nv Ord Cmn (AER) | 9.7 | $14M | 607k | 22.79 | |
| Avaya Holdings Corp | 9.7 | $14M | 1.7M | 8.09 | |
| Comcast Corporation (CMCSA) | 8.6 | $12M | 356k | 34.38 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $10M | 23k | 436.31 | |
| Dht Holdings (DHT) | 6.9 | $9.9M | 1.3M | 7.67 | |
| Consol Energy (CEIX) | 6.7 | $9.6M | 2.6M | 3.69 | |
| Fox Corp (FOXA) | 5.5 | $7.9M | 333k | 23.63 | |
| Booking Holdings (BKNG) | 4.3 | $6.0M | 4.5k | 1345.30 | |
| Arch Coal Inc cl a | 3.5 | $5.0M | 174k | 28.90 | |
| Cars (CARS) | 1.5 | $2.1M | 484k | 4.30 | |
| Borr | 0.6 | $886k | 1.8M | 0.48 |
