Investor Details
| Filer Name: | LANCASTER INVESTMENT MANAGEMENT |
|---|---|
| CIK: | 1630064 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 5 |
| Portfolio Value: | $0.11B |
Lancaster Investment Management Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| ALV | US | AUTOLIV INC | 568,821 | $53M | 47.23% | 17.7% | - |
| LBTYA | US | LIBERTY GLOBAL LTD-A | 2,354,000 | $30M | 26.59% | -4.8% | - |
| MANU | US | MANCHESTER UNITED PLC-CL A | 816,351 | $14M | 12.54% | 45.2% | - |
| HDB | US | HDFC BANK LTD-ADR | 217,000 | $14M | 12.27% | -18.7% | - |
| GLRE | US | GREENLIGHT CAPITAL RE LTD-A | 110,000 | $2M | 1.36% | - | - |