Blantyre Capital Ltd
13F Reported Value
ⓘ$82.8M
Holdings
1
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Blantyre Capital Ltd disclosed 1 positions worth $82.8M in its Form 13F-HR for Q1 2026, led by $NCMI (National CineMedia, Inc.) at 100.0% of the equity portfolio. The portfolio is most concentrated in Technology (100.0% of disclosed assets). All figures are sourced directly from Blantyre Capital Ltd’s Form 13F-HR filing with the SEC under CIK 1887451.
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StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- 38.3#2,014
Quality
$82.8M27,144,639 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 National CineMedia, Inc.$NCMI | 38.3#2,014 | $82.8M | 27,144,639 |
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32-signal composite ranking on each of Blantyre Capital Ltd's 1 positions.
Showing top 1 of 1 holdings.
Sector Allocation
Technology
$82.8M
Full Holdings — Blantyre Capital Ltd (Q1 2026)
All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NCMI | National CineMedia, Inc. | $82.8M | 100.0% | +0% | 38.3 |
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