5%+ stake, activist

National Cinemedia (NCMI)Blantyre Capital II Limited disclosed a 28.9% stake in NCMI and may seek to influence the company 28.9%

Blantyre Capital II Limited disclosed a 28.9% stake in NCMI and may seek to influence the company.

28.9%
Stake
27.1M
Shares owned
Stake as of
Apr 2, 2026
Filed
Oct 9, 2026

Context

Written by software from the filings listed below · Oct 10, 2026

  • What was filed. Blantyre Capital II Limited filed a SCHEDULE 13D on Oct 9, 2026 reporting 27,141,507 shares, 28.9% of the class of National Cinemedia (NCMI). SEC Schedule 13D

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The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Feb 26, 2026Company filing · Form 8-K · ResultsReported its results
  2. Feb 26, 2026Company filing · Form 8-K · ResultsReported its results
  3. Mar 26, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year

What came next

  1. May 7, 2026Company filing · Form 8-K · Results, Shareholder voteReported its results, and held a shareholder vote
View the official recordSEC Schedule 13D

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for National Cinemedia

For National Cinemedia, OQRO holds 3 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its NCMI page.

How this filing works

Other disclosures at National Cinemedia

Everything OQRO holds on this company is on its NCMI page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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