Who Owns National Cinemedia Inc (NCMI)? 13F Institutional Holders (Q2 2026)

NCMI ranks #4374 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

NCMI is a top-conviction position for Blantyre Capital Ltd — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Hotchkis & Wiley Capital Management LLC has added to its NCMI position for two straight quarters, increasing it by $12.8M to reach $35.9M today.

First Eagle Investment Management, LLC has trimmed its NCMI position for two straight quarters, cutting it by $3.6M while still holding $1.3M.

NCMI is down 5.3% today, but institutions show net buying of $15.1M this quarter — a divergence between today's price move and the underlying institutional flow.

NCMI reported a net loss of $7.6M over the trailing twelve months.

• Not yet profitable — net loss of $7.6M over the trailing twelve months
• Revenue grew 5.8% year over year
• Net income improved year over year, from -$20.3M to -$7.6M
• Generated $8.4M in positive operating cash flow
• Current ratio of 2.22x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.31x equity — within a conventional range