13F HOLDINGS REPORT
Blantyre Capital Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001012975-24-000208
Total Value
$183.5M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATIONAL CINEMEDIA INC | NCMI | 26,664,349 | $137.3M | 74.85% |
| 2 | LAUREATE EDUCATION INC | LAUR | 1,831,278 | $26.7M | 14.54% |
| 3 | 2U INC | 90214JAB7 | 40,411,000 | $19.0M | 10.35% |
| 4 | 2U INC | 90214J101 | 1,215,087 | $473,884 | 0.26% |