Lancaster Investment Management as of June 30, 2020
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 14 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autoliv (ALV) | 61.3 | $42M | 648k | 64.51 | |
| Consol Energy (CEIX) | 7.9 | $5.4M | 1.1M | 5.07 | |
| Aercap Holdings SHS (AER) | 5.7 | $3.9M | 127k | 30.80 | |
| Avaya Holdings Corp | 5.4 | $3.7M | 297k | 12.36 | |
| Booking Holdings (BKNG) | 3.5 | $2.4M | 1.5k | 1592.25 | |
| Dht Holdings Shs New (DHT) | 2.7 | $1.8M | 360k | 5.13 | |
| Altice Usa Inc-a Cl A (ATUS) | 2.7 | $1.8M | 81k | 22.53 | |
| Scorpio Tankers SHS (STNG) | 2.3 | $1.5M | 121k | 12.81 | |
| Fox Corp - A Cl A Com (FOXA) | 2.2 | $1.5M | 56k | 26.83 | |
| Bgc Partners-a Cl A | 1.9 | $1.3M | 484k | 2.74 | |
| Arch Resources I Cl A (ARCH) | 1.9 | $1.3M | 46k | 28.42 | |
| Cars (CARS) | 1.1 | $782k | 136k | 5.76 | |
| Borr Drilling Lt SHS | 0.7 | $510k | 463k | 1.10 | |
| Scorpio Bulkers | 0.6 | $383k | 25k | 15.32 |
