Investor
Blantyre Capital Ltd
CIK 0001887451 · filed 2026-05-15 · SEC filing
13F book
$82.8M
Positions
1
Largest name
100.0%
National CineMedia, Inc. · NCMI
Est. mark
−$22.8M
Price effect on 1 names still held. Flow $0.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| National CineMedia, Inc. | NCMI | 27.1M | $82.8M | 100.0% | −$22.8M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.