Blantyre Capital Ltd

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.

Blantyre Capital Ltd did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Blantyre Capital Ltd in Q4 2023
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
NCMINational CineMedia, Inc.	COM NEW	26,664,349	$110.4M	77.2%	–	–	History
LAURLaureate Education, Inc.	COMMON STOCK	2,257,138	$30.9M	21.7%	–	–	History
TWOU2U, LLC	COM	1,215,087	$1.59M	1.1%	–	–	History