Lancaster Investment Management as of June 30, 2025
Portfolio Holdings for Lancaster Investment Management
Lancaster Investment Management holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flutter Enter-di SHS (FLUT) | 33.6 | $105M | 367k | 285.76 | |
| Autoliv (ALV) | 32.7 | $102M | 913k | 111.90 | |
| Liberty Global-a Com Cl A (LBTYA) | 14.4 | $45M | 4.5M | 10.01 | |
| Nike Inc -cl B Ord Cl A (NKE) | 7.9 | $25M | 349k | 71.04 | |
| Hdfc Bank- Sponsored Ads (HDB) | 5.7 | $18M | 231k | 76.67 | |
| Manchester Uni-a Ord Cl A (MANU) | 5.1 | $16M | 890k | 17.81 | |
| Greenlight Cap-a Class A (GLRE) | 0.5 | $1.6M | 110k | 14.37 | |
| V.F. Corporation (VFC) | 0.2 | $625k | 53k | 11.74 |
