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CIK: 0001887451
Total reported value
$103.1M
$103.1M
2 檔
135.0%
During the Q2 2024 filing period, Blantyre Capital Ltd (CIK: 0001887451) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $103.1M across 2 reported positions.
During Q2 2024, Blantyre Capital Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NCMI | National Cinemedia Inc | Stock-Other | 84.08% | — | — | |
| 2 | TWOU 2.25 05-01-25Bond | 2u Inc | Bond | 15.92% | — | — |
According to official SEC Form 13F filings, Blantyre Capital Ltd reported a total U.S. public equity portfolio value of $103.1M across 2 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NCMI, TWOU 2.25 05-01-25) accounted for 135.0% of total reported equity market value during Q2 2024.
During Q2 2024, Blantyre Capital Ltd's top holdings by market value included NCMI (84.1%)、TWOU 2.25 05-01-25 (15.9%). The largest single position, NCMI, represented 84.1% of total portfolio value.
In Q2 2024, Blantyre Capital Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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