Blantyre Capital Ltd
- SEC CIK
- 0001887451
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 4
- +1 vs. Q4 2023
- Portfolio value
- $183.5M
- +$40.5M (+28.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCMINational CineMedia, Inc. | COM NEW | 26,664,349 | $137.3M | 74.8% | 00.0% | Unchanged | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 1,831,278 | $26.7M | 14.5% | −425,860−18.9% | Reduced | History |
| 2U, LLC90214JAB7 | NOTE 2.250% 5/0 | – | $19.0M | 10.4% | – | New | – |
| TWOU2U, LLC | COM | 1,215,087 | $473.9K | 0.3% | 00.0% | Unchanged | History |