SEC 13F Intelligence

Lancaster Investment Management / OPTU

Lancaster Investment Management’s Optimum Communications Inc Position

Does Lancaster Investment Management own Optimum Communications Inc (OPTU)? Not currently — the last reported position was 80.5K shares worth $2M in Q2 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2020
Shares
80.5K
% of Portfolio
+2.66%
Quarters Held
7
position exited

Position History OPTU

Reported value by quarter
Q4 ’18: $27MQ4 ’18Q1 ’19: $30MQ1 ’19Q2 ’19: $38MQ2 ’19Q3 ’19: $26MQ3 ’19Q4 ’19: $24MQ4 ’19Q1 ’20: $14MQ1 ’20Q2 ’20: $2MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202080.5K$2M+2.66%
Q1 2020647.4K$14M+10.17%
Q4 2019892.6K$24M+10.19%
Q3 2019899.5K$26M+7.62%
Q2 20191.56M$38M+12.90%
Q1 20191.38M$30M+8.94%
Q4 20181.62M$27M+7.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lancaster Investment Management’s full portfolio or all institutional holders of OPTU.