Blantyre Capital Ltd
- SEC CIK
- 0001887451
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 2
- −2 vs. Q1 2024
- Portfolio value
- $139.2M
- −$44.3M (−24.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCMINational CineMedia, Inc. | COM NEW | 26,664,349 | $117.1M | 84.1% | 00.0% | Unchanged | History |
| 2U, LLC90214JAB7 | NOTE 2.250% 5/0 | – | $22.2M | 15.9% | – | – | – |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.