Lancaster Investment Management has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm's principal executive officer as Richard Lamplough, who is based in London. The report details the firm's positions in 10 distinct equity securities.
The largest holding disclosed in the filing is Liberty Global-A Class A, for which the firm holds 5,335,010 shares valued at $3,760,839. The firm also holds a significant position in Manchester United-A Class A, with 1,540 shares valued at $1,037,528. Another major holding is Transocean Ltd., with 15,619 shares valued at $2,980,715.
Other notable positions include Banco Macro-ADR Sponsored ADR, with 30,037 shares valued at $105,770; EchoStar Corp-A Class A, with 14,164 shares valued at $465,592; and Grupo Galici-ADR Sponsored ADR, with 6,368 shares valued at $171,002. The firm also holds smaller positions in Dick's Sporting Co, Levi Strauss-A Class A, and SK Hynix Inc-ADR American Depositary.
Additionally, the filing discloses a put option position in Brookfield Corp, with 402 contracts valued at $11,031.
