We are live on
!
Find out more
BC
Blantyre Capital Portfolio holdings
AUM
$82.8M
1-Year Est. Return
47.77%
This Fund
S&P 500
This Quarter
Est. Return
-7.18%
1 Year Est. Return
-47.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
98.42%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
National CineMedia
NCMI
|
+$108M |
| 2 |
Laureate Education
LAUR
|
+$31M |
| 3 |
TWOU
2U Inc
TWOU
|
+$1.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 77.24% |
| 2 | Consumer Staples | 21.65% |
| 3 | Technology | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
National CineMedia
NCMI
$374M
| $110M | 77.24% |
+26,664,349
| New | +$108M |
|
|
2
Laureate Education
LAUR
$5.61B
| $30.9M | 21.65% |
+2,257,138
| New | +$31M |
|
|
TWOU
3
DELISTED
2U Inc
TWOU
| $1.59M | 1.11% |
+40,503
| New | +$1.98M |
|
Similar funds
WAG
CC
VPW
EAM
CI
FLC
MP
1C