In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Blantyre Capital Ltd reported 3 stock positions worth $164.5 million . Its top holding was National Cinemedia (NCMI) at 83.5% of the portfolio, followed by Laureate Education (LAUR, 16.2% ) and 2U (0.3% ). Compared with Q4 2023, it reduced 1. The biggest sale was Laureate Education (LAUR, shares −19% ).
Location LONDON, X0
CIK 0001887451
Portfolio Value $164.5M (Q1 2024) Holdings 3 stocks · $164.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NCMI National Cinemedia Inc. 26,664,349 $137.3M No change LAUR Laureate Education Inc. 1,831,278 $26.7M Reduce -18.9% 2U INC 1,215,087 $474K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $19.0M (not counted above) Total filed on the 13F, all lines: $183.5M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ LAUR Laureate Education Inc. Reduce -18.9% 16.22% −5.43
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ None this quarter.
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ 2U INC (TWOU 2.25 05/01/25) NOTE 2.250% 5/0 · principal New 40,411,000 $19.0M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.