Lancaster Investment Management

CIK 1630064 · View on SEC EDGAR ↗

Portfolio value
$165K
#9,364 of 9,443 by 13F value · top 99.2%
Positions
10
As of
June 30, 2026

Portfolio value QoQ: -9.0% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
5.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 36.74% Est. buys $63,765 · sells $83,556

Median holding: 2.5 quarters Tracked Q4 2024–Q2 2026 · 62.5% still held

New positions
4
Increased
1
Decreased
4
Closed
3

Put-notional exposure: 0.0% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Sector breakdown

Communication Services
38.5%
Telecommunication
26.0%
Consumer Discretionary
21.3%
Financials
13.2%
Retail
1.1%

Full portfolio 10 positions

Type Streak 8Q trend
LBTYA Liberty Global Ltd. - Class A Common Shares $42,999 26.00% 3,781,791 $-8,446 Down ×1
SATS EchoStar Corporation - Common stock $39,890 24.12% 393,009 Up ×1
FLUT Flutter Entertainment plc Ordinary Shares $33,319 20.14% 326,109 $-2,974 Down ×1
MANU Manchester United Ltd. Class A Ordinary Shares $23,758 14.36% 1,036,114 $7,341 Up ×3
GGAL Grupo Financiero Galicia S.A. - American Depositary Shares, Class B Shares underlying $10,512 6.36% 210,104 Up ×1
BMA Banco Macro S.A. ADR (representing Ten Class B Common Shares) $10,143 6.13% 109,547 Up ×1
LEVI Levi Strauss & Co Class A Common Stock $1,843 1.11% 74,244 Up ×1
DKS Dick's Sporting Goods Inc Common Stock $1,778 1.07% 7,840 $-16,377 Down ×3
GLRE Greenlight Reinsurance, Ltd. - Class A Ordinary Shares $1,164 0.70% 71,968 $-738 Down ×1
Unknown issuer (CUSIP: 11271J957) $5 0.00% 11,031 Put option $-1,980

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MANU $23,758 14.36% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SATS $39,890 393,009 24.12%
GGAL $10,512 210,104 6.36%
BMA $10,143 109,547 6.13%
LEVI $1,843 74,244 1.11%

Top movers (QoQ)

Security Action Shares Δ Value Δ
LBTYA Trimmed -473K -$8K
MANU Bought more +60K +$7K
FLUT Trimmed -30K -$3K
GLRE Trimmed -38K -$738

2 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ALV June 30, 2026 280,039 $29,449 7.3%
NKE Sept. 30, 2025 349,379 $24,820 -41.8%
BUD June 30, 2026 212,527 $14,743 -5.5%
HDB June 30, 2026 455,289 $11,328 -8.9%
TXG Dec. 31, 2025 621,779 $7,269 282.1%
NKE March 31, 2026 90,300 $5,753 -23.2%
VFC Sept. 30, 2025 53,229 $625 -1.0%