Blantyre Capital Ltd
•CIK: 1887451•Filing: Q4 2025
**Blantyre Capital Ltd** manages $106M, exhibiting a highly concentrated investment mandate. The fund's current portfolio is dominated by a single position in NCMI, representing $105.6M. This structure indicates a deep conviction in the underlying asset, suggesting a concentrated, high-conviction investment thesis. Investors should note the near 100% allocation to NCMI within the current holdings.
Total AUM
$105.6M
QoQ Performance
-13.8%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NCMI
NCMI100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023