Blantyre Capital as of March 31, 2024
Portfolio Holdings for Blantyre Capital
Blantyre Capital holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National Cinemedia Com New (NCMI) | 74.8 | $137M | 27M | 5.15 | |
| Laureate Education Common Stock (LAUR) | 14.5 | $27M | 1.8M | 14.57 | |
| 2u Note (Principal) | 10.4 | $19M | 40M | 0.47 | |
| 2u (TWOU) | 0.3 | $474k | 1.2M | 0.39 |
