Lancaster Investment Management as of Dec. 31, 2023
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autoliv (ALV) | 25.6 | $49M | 507k | 96.48 | |
| Liberty Global-a Shs Cl A (LBTYA) | 22.4 | $43M | 2.4M | 17.77 | |
| Constellium Se Cl A Shs (CSTM) | 21.9 | $42M | 2.3M | 18.20 | |
| Valaris Cl A (VAL) | 14.4 | $27M | 400k | 68.57 | |
| Ryanair Hldg- Sponsored Ads (RYAAY) | 11.2 | $22M | 161k | 133.36 | |
| Noble Corp Ord Shs A (NE) | 2.7 | $5.1M | 107k | 48.16 | |
| Liberty Global-c SHS CL C (LBTYK) | 1.1 | $2.2M | 117k | 18.64 | |
| Greenlight Cap-a Class A (GLRE) | 0.7 | $1.3M | 110k | 11.42 |
