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Latest Blantyre Capital Ltd Stock Portfolio

$139Million– No. of Holdings #1

About Blantyre Capital Ltd and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Blantyre Capital Ltd reported an equity portfolio of $139.2 Millions as of 30 Jun, 2024.

The top stock holdings of Blantyre Capital Ltd are NCMI, LAUR, TWOU. The fund has invested 84.1% of it's portfolio in NATIONAL CINEMEDIA INC and 0% of portfolio in LAUREATE EDUCATION INC.

The fund managers got completely rid off LAUREATE EDUCATION INC (LAUR) and 2U INC (TWOU) stocks.
Blantyre Capital Ltd Equity Portfolio Value
Last Reported on: 14 Aug, 2024

Blantyre Capital Ltd Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Blantyre Capital Ltd

Additions

Ticker% Inc.
2u inc2,900

Additions to existing portfolio by Blantyre Capital Ltd

Reductions

None of the existing positions were reduced by Blantyre Capital Ltd

Sold off

Ticker$ Sold
laureate education inc-26,681,700
2u inc-473,884

Blantyre Capital Ltd got rid off the above stocks

Sector Distribution

Sector%
Communication Services100

Market Cap. Distribution

Category%
SMALL-CAP100

Stocks belong to which Index?

Index%
Others100
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
NCMI
national cinemedia inc
-14.8 %
Top 5 Losers ($)$
NCMI
national cinemedia inc
-20.3 M

Blantyre Capital Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Blantyre Capital Ltd

Last Reported on: 14 Aug, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions