BC
Blantyre Capital Portfolio holdings
AUM
$132M
This Quarter Return
+60.59%
1 Year Return
+10.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+35%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
National CineMedia
NCMI
$411M
| $188M | 100% |
26,664,349
| – | – |
|