Lancaster Investment Management’s Liberty Global Class A LBTYA Stock Holding History

Lancaster Investment Management’s Portfolio LBTYA Stock Details LBTYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43M	Sell	3,781,791 -473,398	-11%	-$5.66M	26%	1
2026 Q1	$51.4M	Buy	4,255,189 +650,549	+18%	+$7.57M	28.31%	1
2025 Q4	$40.2M	Sell	3,604,640 -549,178	-13%	-$6.08M	20.6%	2
2025 Q3	$47.6M	Sell	4,153,818 -352,980	-8%	-$3.88M	20.41%	2
2025 Q2	$45.1M	Buy	4,506,798 +2,152,798	+91%	+$21.6M	14.42%	3
2025 Q1	$27.1M	Hold	2,354,000	–	–	20.09%	2
2024 Q4	$30M	Sell	2,354,000 -119,000	-5%	-$1.99M	26.59%	2
2024 Q3	$52.2M	Sell	2,473,000 -508,000	-17%	-$9.8M	32.73%	1
2024 Q2	$52M	Buy	2,981,000 +570,000	+24%	+$9.64M	33.93%	2
2024 Q1	$42.8M	Hold	2,411,000	–	–	34.2%	2
2023 Q4	$42.8M	Buy	+2,411,000	New	+$39.1M	22.43%	2

Other funds holding LBTYA

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lancaster Investment Management's LBTYA Position: Q2 2026 in Review

Lancaster Investment Management reduced its Liberty Global Class A (LBTYA) stake by 11% in Q2 2026, selling an estimated $5.66M and leaving 3,781,791 shares worth $43M. The position accounts for 26% of the portfolio, ranked #1.

Lancaster Investment Management first reported a position in LBTYA in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.2M in Q3 2024. 296 funds tracked by Wall St. Rank hold LBTYA as of Q2 2026.

Lancaster Investment Management held 3,781,791 shares of Liberty Global Class A worth $43M as of Q2 2026.
Lancaster Investment Management sold 473,398 Liberty Global Class A shares in Q2 2026, an estimated $5.66M.
Liberty Global Class A made up 26% of Lancaster Investment Management's portfolio in Q2 2026, its #1 holding.
Lancaster Investment Management first reported a position in Liberty Global Class A in Q4 2023 and has held it in 11 quarters since.
Lancaster Investment Management's Liberty Global Class A position peaked at $52.2M in Q3 2024.
296 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2026.

Based on Lancaster Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.