Blantyre Capital Ltd is an investment fund managing more than $117 billion ran by Brian Barry. There is currently 1 company in Mr. Barry’s portfolio. The largest and only investment include National Cinemedia Inc worth $117 billion.
As of 7th August 2024, Blantyre Capital Ltd’s top holding is 26,664,349 shares of National Cinemedia Inc currently worth over $117 billion and making up 100.0% of the portfolio value.
Relative to the number of outstanding shares of National Cinemedia Inc, Blantyre Capital Ltd owns less than 0.3% of the company.
Currently, Blantyre Capital Ltd's portfolio is worth at least $117 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Blantyre Capital Ltd office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Brian Barry serves as the US General Counsel at Blantyre Capital Ltd.
There are companies that Blantyre Capital Ltd is getting rid of from its portfolio.
Blantyre Capital Ltd closed its position in Laureate Education Inc on 14th August 2024.
It sold the previously owned 1,831,278 shares for $26.7 billion.
The two most similar investment funds to Blantyre Capital Ltd are Laraway Advisors Inc and Tpg Advisors. They manage $117 billion and $117 billion respectively.
Blantyre Capital Ltd’s portfolio is diversified across 1 sector.
Currently, their heaviest sector is Industrials — making up 100.0% of
the total portfolio value.
The fund focuses on investments in the United States as
100.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
100% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $32 million.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| National Cinemedia Inc |
No change
26,664,349
|
$117,056,492,000 | 100.00% |
| Laureate Education Inc |
Closed
1,831,278
|
$26,681,720,000 | |
| 2U Inc |
Closed
1,215,087
|
$473,884,000 | |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||