Lancaster Investment Management
Top Portfolio Positions
8 positions ·
$179,731,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LBTYA |
Liberty Global Ltd.
Communication Services
|
4,255,189 | $51,445,235 | 28.62% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
355,984 | $36,292,568 | 20.19% |
| ALV |
Autoliv Inc
Consumer Cyclical
|
280,039 | $29,448,901 | 16.38% |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
91,557 | $18,154,837 | 10.10% |
| MANU |
Manchester United plc
Communication Services
|
976,049 | $16,417,144 | 9.13% |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
212,527 | $14,742,997 | 8.20% |
| HDB |
Hdfc Bank Ltd
Financial Services
|
455,289 | $11,327,590 | 6.30% |
| GLRE |
Greenlight Capital Re, Ltd.
Financial Services
|
110,000 | $1,901,900 | 1.06% |
Portfolio Trend
Holdings in FLUT
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,292,568 | 355,984 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $27,737,579 | 128,988 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $40,485,822 | 159,393 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $104,981,651 | 367,377 | Shares | Sole | 2025-07-29 | |
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