Lancaster Investment Management
LONDON X0 · SEC CIK 0001630064
$1.65亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 26.0%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ECHO 新建仓+$3,989.00万
GGAL 新建仓+$1,051.20万
BMA 新建仓+$1,014.30万
LEVI 新建仓+$184.30万
MANU 加仓+$137.73万
2026Q2 卖出最多 按季末市值估算
ALV 清仓-$2,944.90万
DKS 减仓-$1,898.58万
BUD 清仓-$1,474.30万
HDB 清仓-$1,132.80万
LBTYA 减仓-$538.25万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LBTYA | LIBERTY GLOBAL-A | $4,299.90万 | 26.00% | 3,781,791 | -473,398 | -11.1% | -$538.25万 | 减仓 |
| ECHO | ECHOSTAR CORP-A | $3,989.00万 | 24.12% | 393,009 | 393,009 | — | $3,989.00万 | 新建仓 |
| FLUT | FLUTTER ENTER-DI | $3,331.90万 | 20.14% | 326,109 | -29,875 | -8.4% | -$305.24万 | 减仓 |
| MANU | MANCHESTER UNI-A | $2,375.80万 | 14.36% | 1,036,114 | 60,065 | 6.2% | $137.73万 | 加仓 |
| GGAL | GRUPO GALICI-ADR | $1,051.20万 | 6.36% | 210,104 | 210,104 | — | $1,051.20万 | 新建仓 |
| BMA | BANCO MACRO -ADR | $1,014.30万 | 6.13% | 109,547 | 109,547 | — | $1,014.30万 | 新建仓 |
| LEVI | LEVI STRAUSS-A | $184.30万 | 1.11% | 74,244 | 74,244 | — | $184.30万 | 新建仓 |
| DKS | DICK'S SPORTING | $177.80万 | 1.07% | 7,840 | -83,717 | -91.4% | -$1,898.58万 | 减仓 |
| GLRE | GREENLIGHT CAP-A | $116.40万 | 0.70% | 71,968 | -38,032 | -34.6% | -$61.51万 | 减仓 |
| — | BROOKFIELD CORP PUT 看跌期权 | $5,000 | 0.00% | 11,031 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -280,039 | -100.0% | -$2,944.90万 | 清仓 |
| BUD | ANHEUSER-SPN ADR | $0 | 0.00% | 0 | -212,527 | -100.0% | -$1,474.30万 | 清仓 |
| HDB | HDFC BANK-ADR | $0 | 0.00% | 0 | -455,289 | -100.0% | -$1,132.80万 | 清仓 |