LIM
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Lancaster Investment Management’s VF Corp VFC Stock Holding History

Lancaster Investment Management’s Portfolio VFC Stock Details VFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53,229
Closed -$625K – 10
2025
Q2 		$625K Buy
53,229
+25,229
+90% +$313K 0.2% 8
2025
Q1 		$435K Buy
+28,000
New +$620K 0.32% 6
2024
Q4 		– Sell
-714,896
Closed -$14.3M – 7
2024
Q3 		$14.3M Buy
+714,896
New +$12M 8.94% 5

Other funds holding VFC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lancaster Investment Management's VFC Position: Q3 2025 in Review

Lancaster Investment Management sold out of VF Corp (VFC) in Q3 2025, closing a stake of 53,229 shares — an estimated $625K sold.

Lancaster Investment Management first reported a position in VFC in Q3 2024 and held it in 3 quarters. The position peaked at $14.3M in Q3 2024. 494 funds tracked by Wall St. Rank hold VFC as of Q3 2025.

  • Lancaster Investment Management reported no remaining VF Corp position as of Q3 2025 after selling out during the quarter.
  • Lancaster Investment Management sold 53,229 VF Corp shares in Q3 2025, an estimated $625K.
  • Lancaster Investment Management first reported a position in VF Corp in Q3 2024 and held it in 3 quarters.
  • Lancaster Investment Management's VF Corp position peaked at $14.3M in Q3 2024.
  • 494 funds tracked by Wall St. Rank held VF Corp as of Q3 2025.

Based on Lancaster Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.