Blantyre Capital Ltd

LONDON, X0 · CIK 1887451 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2017 · other (specify)

Private funds11 · $3.6bn gross assets
Websiteblantyrecapital.com
Form ADV · 2026-03-31SEC adviser record

Legal entityBLANTYRE CAPITAL LIMITED (GB)

$103.1m reported value +24.6% vs Q1 2026

1positions

100.0%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NATIONAL CINEMEDIA INC COM NEW NCMI	NCMI	27,144,639	$103.1m100.00%	100.00%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
NATIONAL CINEMEDIA INC NCMI · 13D · filed 2025-09-29	NCMI	29.0%≈ $103.1m	+0.5 pts	13D	2025-09-29