Lancaster Investment Management
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ANHEUSER-SPN ADR(BUD) | 0 | 212,527 | +212,527 | 0 | 14,743 | 8.20% | +14,743 |
| LIBERTY GLOBAL-A(LBTYA) | 3,604,640 | 4,255,189 | +650,549 | 40,156 | 51,445 | 28.62% | +11,289 |
| FLUTTER ENTER-DI(FLUT) | 128,988 | 355,984 | +226,996 | 27,738 | 36,293 | 20.19% | +8,555 |
| MANCHESTER UNI-A ORD CL A | 899,416 | 976,049 | +76,633 | 14,319 | 16,417 | 9.13% | +2,098 |
| BROOKFIELD CORP PUT(Put) PUT | 0 | 11,031 | +11,031 | 0 | 1,985 | — | +1,985 |
| GREENLIGHT CAP-A | 110,000 | 110,000 | 0 | 1,604 | 1,902 | 1.06% | +298 |
| DICK'S SPORTING(DKS) | 93,619 | 91,557 | -2,062 | 18,534 | 18,155 | 10.10% | -379 |
| NIKE INC -CL B(NKE) | 90,300 | 0 | -90,300 | 5,753 | 0 | — | -5,753 |
| HDFC BANK-ADR(HDB) | 467,502 | 455,289 | -12,213 | 17,083 | 11,328 | 6.30% | -5,755 |
| AUTOLIV INC(ALV) | 587,831 | 280,039 | -307,792 | 69,776 | 29,449 | 16.38% | -40,327 |