Lancaster Investment Management — 13F holdings

Lancaster Investment Management reported 10 holdings worth $164M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. ECHO ECHOSTAR CORP — $41.6M (25.4%)
2. LBTYA LIBERTY GLOBAL LTD — $34.3M (21.0%)
3. SKHY SK HYNIX INC — $34.1M (20.8%)
4. MANU MANCHESTER UTD PLC NEW — $21.7M (13.3%)
5. RIG TRANSOCEAN LTD — $15.6M (9.5%)
6. BMA BANCO MACRO SA — $7.08M (4.3%)
7. GGAL GRUPO FINANCIERO GALICIA S.A — $6.37M (3.9%)
8. LEVI LEVI STRAUSS & CO NEW — $1.37M (0.8%)
9. DKS DICKS SPORTING GOODS INC — $1.05M (0.6%)
10. BROOKFIELD CORP — $402K (0.2%)