Top 8 Lancaster Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LBTYA | LIBERTY GLOBAL-A | 28.62% | 4.26M | $51.4M | +18.05%(+650.55K) | $10.09(+15.63%) | 2026-03-31 | |
| FLUT | FLUTTER ENTER-DI | 20.19% | 356.0K | $36.3M | +175.98%(+227.00K) | $194.29(-51.10%) | 2026-03-31 | |
| ALV | AUTOLIV INC | 16.38% | 280.0K | $29.4M | -52.36%(-307.79K) | $86.02(+41.11%) | 2026-03-31 | |
| DKS | DICK'S SPORTING | 10.1% | 91.6K | $18.2M | -2.20%(-2.06K) | $210.01(+2.19%) | 2026-03-31 | |
| MANU | MANCHESTER UNI-A | 9.13% | 976.0K | $16.4M | +8.52%(+76.63K) | $16.26(+15.86%) | 2026-03-31 | |
| BUD | ANHEUSER-SPN ADR | 8.2% | 212.5K | $14.7M | new | $66.71(+20.16%) | 2026-03-31 | |
| HDB | HDFC BANK-ADR | 6.3% | 455.3K | $11.3M | -2.61%(-12.21K) | $30.94(-22.82%) | 2026-03-31 | |
| GLRE | GREENLIGHT CAP-A | 1.06% | 110.0K | $1.9M | +0.00%(+0) | $11.08(+57.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.69% | +21.43% |
| Top 20 Holdings Unweighted | +6.01% | +19.12% |
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