# Blantyre Capital Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1887451. Source: https://holderbook.com/funds/1887451-blantyre-capital-ltd/

- Reported value: $103.1M
- Positions: 1
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NATIONAL CINEMEDIA INC | [NCMI](https://holderbook.com/stocks/NCMI/) | $103.1M | 27,144,639 | 100.0% | 11 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $103.1M | 1 |
| Q1 2026 | $82.8M | 1 |
| Q4 2025 | $105.6M | 1 |
| Q3 2025 | $122.4M | 1 |
| Q2 2025 | $131.5M | 1 |
| Q1 2025 | $158.5M | 1 |
| Q4 2024 | $177.1M | 1 |
| Q3 2024 | $188.0M | 1 |
| Q2 2024 | $139.2M | 2 |
| Q1 2024 | $183.5M | 4 |
| Q4 2023 | $142.9M | 3 |