Lancaster Investment Management Portfolio Holdings by Sector

Lancaster Investment Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Parts \| Consumer Cyclical ALV 1 stocks	$75,712 52.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$31,552 21.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$15,782 10.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services MANU 1 stocks	$13,480 9.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare TXG 1 stocks	$7,269 5.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services GLRE 1 stocks	$1,397 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts

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