Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lancaster Investment Management (CIK 1630064) reported $181.7M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LBTYA ($51.4M, 28.31%), FLUT ($36.3M, 19.97%), ALV ($29.4M, 16.21%), DKS ($18.2M, 9.99%), MANU ($16.4M, 9.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LBTYA | LIBERTY GLOBAL-A | $51.4M | 28.31% | 4.3M | Added |
| 2 | FLUT | FLUTTER ENTER-DI | $36.3M | 19.97% | 355,984 | Added |
| 3 | ALV | AUTOLIV INC | $29.4M | 16.21% | 280,039 | Trimmed |
| 4 | DKS | DICK'S SPORTING | $18.2M | 9.99% | 91,557 | Trimmed |
| 5 | MANU | MANCHESTER UNI-A | $16.4M | 9.03% | 976,049 | Added |
| 6 | BUD | ANHEUSER-SPN ADR | $14.7M | 8.11% | 212,527 | New |
| 7 | HDB | HDFC BANK-ADR | $11.3M | 6.23% | 455,289 | Trimmed |
| 8 | BKFAF | BROOKFIELD CORP PUT | $2.0M | 1.09% | 11,031 | New |
| 9 | GLRE | GREENLIGHT CAP-A | $1.9M | 1.05% | 110,000 | Hold |
| 10 | NKE | NIKE INC -CL B | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31