NYSE · Consumer Discretionary

MANCHESTER UTD PLC NEW MANU

Manchester United plc, together with its subsidiaries, operates a professional sports team in the United Kingdom. The company is involved in marketing and sponsorship relationships with international and regional companies to commercialize its brand. It also markets and sells sports apparel, training and leisure wear, and other clothing; and other licensed products, such as coffee mugs and home accessories featuring the Manchester United brand and trademarks through Manchester United branded retail centers and e-commerce platforms, and through partners’ wholesale distribution channels.

Services-Misc. Amusement & Recreation

Company profile

Business mix

  • The company is involved in marketing and sponsorship relationships with international and regional companies to commercialize its brand.
  • It also markets and sells sports apparel, training and leisure wear, and other clothing; and other licensed products.
  • In addition, the company distributes live football content directly, as well as through commercial partners.
  • Further, it operates Old Trafford, a sports venue, as well as owns or leases, and invests in properties.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 2.99% Buyback -1.31%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 1.7% $152.2M 2026-03-31
Lindsell Train Nick Train 1.7% $52.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.1M Estimated from net added shares
Reduction amount $7.6M Estimated from net reduced shares
Net share change / base shares -3.1% -386,274 / 12,578,661
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.8% 13F value change +$9.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 8,982,161 Last 1 periods +68,226 (+0.8%) Total shares 9,050,387 Value $152.2M
Lindsell Train Nick Train 1 filing periods
13F 2026-03-31 Filed 2026-04-24
Minor reduction Shares -12.6% 13F value change -$4.4M
Settlement As of 13F 2026-03-31 · Filed 2026-04-24
Base shares 3,596,500 Last 1 periods -454,500 (-12.6%) Total shares 3,142,000 Value $52.8M

Recent mentions

No public mentions.