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Blantyre Capital Ltd

SEC CIK
0001887451
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1
0 vs. Q1 2026
Portfolio value
$103.1M
+$20.4M (+24.6%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Blantyre Capital Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NCMINational CineMedia, Inc.COM NEW27,144,639$103.1M100.0%00.0%UnchangedHistory