Lancaster Investment Management / VAL
Lancaster Investment Management’s Valaris Ltd Position
Does Lancaster Investment Management own Valaris Ltd (VAL)? Not currently — the last reported position was 400.1K shares worth $27M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$27M
Q4 2023
Shares
400.1K
% of Portfolio
+14.36%
Quarters Held
1
position exited
Position History VAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 400.1K | $27M | +14.36% |
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 VAL.