Blantyre Capital Ltd — 13F Holdings & Portfolio
CIK 1887451 · latest 13F-HR filed 2026-08-14
Blantyre Capital Ltd manages $103.1M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NCMI (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 1 existing position rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 31, 2026.
126-130 REGENT STREET
LONDON W1B 5SE
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BLANTYRE CAPITAL (CAYMAN) LIMITED Control | OWNER since Sep 2016 | 75% or more | Foreign Entity |
| CHANEY, HELOISA Control | MANAGING PARTNER since Jan 2018 | Less than 5% | Individual |
| CHANEY, HELOISA Control | CHIEF COMPLIANCE OFFICER since Mar 2026 | Less than 5% | Individual |
| MUKADAM, MUBASHIR, NMN Control | DIRECTOR, CHIEF INVESTMENT OFFICER since Jul 2016 | Less than 5% | Individual |
| PATTERSON, ROBERT, ALAN Control | CHIEF OPERATING OFFICER since Jan 2026 | Less than 5% | Individual |
| PATTERSON, ROBERT, ALAN Control | DIRECTOR since Mar 2026 | Less than 5% | Individual |
| SALEGNA, JOSEPH, D Control | CHIEF FINANCIAL OFFICER since Mar 2025 | Less than 5% | Individual |
| MUKADAM, MUBASHIR, NMN Control Indirect owner via BLANTYRE CAPITAL (CAYMAN) LIMITED | SHAREHOLDER since Oct 2016 | 75% or more | Individual |
Ownership & leadership changes · 8 filings with changes since Sep 28, 2017
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedDE SANTIAGO, FERNANDO · DIRECTOR · Less than 5% · control person · listed since Nov 2023
- No longer listedWEST, KATRINA, ANN · CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL · Less than 5% · control person · listed since Sep 2021
- AddedPATTERSON, ROBERT, ALAN · CHIEF OPERATING OFFICER / DIRECTOR · Less than 5% · control person
- ChangedCHANEY, HELOISA · title CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER / MANAGING PARTNER
- ChangedMUKADAM, MUBASHIR, NMN · title CHIEF INVESTMENT OFFICER → DIRECTOR, CHIEF INVESTMENT OFFICER
- No longer listedYoung, Alexander Matthew, Sam · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Dec 2020
- AddedSALEGNA, JOSEPH, D · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedMORISON, BARCLAY, J · HEAD OF PORTFOLIO MANAGEMENT · Less than 5% · control person · listed since Oct 2016
- AddedDE SANTIAGO, FERNANDO · DIRECTOR · Less than 5% · control person
- ChangedCHANEY, HELOISA · title CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
- ChangedWEST, KATRINA, ANN · title GENERAL COUNSEL AND DEPUTY CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL
- AddedWEST, KATRINA, ANN · GENERAL COUNSEL AND DEPUTY CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedSyradd, Karen, Anne · CHIEF COMPLIANCE OFFICER AND HEAD OF FINANCE · Less than 5% · control person · listed since Mar 2018
- ChangedCHANEY, HELOISA · title CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER
- AddedYoung, Alexander Matthew, Sam · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedCHANEY, HELOISA · title CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
- ChangedMORISON, BARCLAY, J · title HEAD OF RESEARCH → HEAD OF PORTFOLIO MANAGEMENT
- No longer listedHAFFNER, GEOFFREY, NEIL · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person · listed since May 2017
- AddedCHANEY, HELOISA · CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedSyradd, Karen, Anne · CHIEF COMPLIANCE OFFICER AND HEAD OF FINANCE · Less than 5% · control person
- ListedBLANTYRE CAPITAL (CAYMAN) LIMITED · OWNER · 75% or more · control person
- ListedHAFFNER, GEOFFREY, NEIL · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedMORISON, BARCLAY, J · HEAD OF RESEARCH · Less than 5% · control person
- ListedMUKADAM, MUBASHIR, NMN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedMUKADAM, MUBASHIR, NMN · SHAREHOLDER · 75% or more · indirect via BLANTYRE CAPITAL (CAYMAN) LIMITED · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Blantyre Capital Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NATIONAL CINEMEDIA INC | NCMI | 635309206 | $103.1M | 100.00% | 27,144,639 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $103.1M | 1 | 0001012975-26-000766 |
| 2026-03-31 | 2026-05-15 | $82.8M | 1 | 0001012975-26-000424 |
| 2025-12-31 | 2026-02-17 | $105.6M | 1 | 0001012975-26-000148 |
| 2025-09-30 | 2025-11-14 | $122.4M | 1 | 0001012975-25-000754 |
126-130 REGENT STREET
LONDON, X0 W1B 5SE