Institutional Fund
Lancaster Investment Management
London, United KingdomCIK 16300645 filings on record
Portfolio Value
$179.7K
Q1 2026
Holdings
8
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-7.8%
from $195.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Liberty Global Ltd28.6%
- Flutter Entmt PLC20.2%
- Autoliv Inc16.4%
- Dicks Sporting Goods Inc10.1%
- Manchester Utd PLC New9.1%
- Anheuser Busch Inbev SA/NV8.2%
- Other7.4%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Liberty Global Ltd | 4.26M | $51.4K | 28.6% | +650.5K | Added |
| 2 | Flutter Entmt PLC | 356.0K | $36.3K | 20.2% | +227.0K | Added |
| 3 | Autoliv Inc | 280.0K | $29.4K | 16.4% | −307.8K | Reduced |
| 4 | Dicks Sporting Goods Inc | 91.6K | $18.2K | 10.1% | −2.1K | Reduced |
| 5 | Manchester Utd PLC New | 976.0K | $16.4K | 9.1% | +76.6K | Added |
| 6 | Anheuser Busch Inbev SA/NV | 212.5K | $14.7K | 8.2% | +212.5K | New |
| 7 | Hdfc Bank Ltd | 455.3K | $11.3K | 6.3% | −12.2K | Reduced |
| 8 | Greenlight Capital Re Ltd | 110.0K | $1.9K | 1.1% | 0 | Held |