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Blantyre Capital II Limited reported beneficial ownership of 27,141,507 shares of National CineMedia, Inc., or 28.9% of the common stock, according to a Schedule 13D filed Oct. 9 with the US Securities and Exchange Commission.

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The filing says Blantyre Capital II was appointed on April 2 and April 9 as a sub-adviser to certain of the reporting persons listed on the Blantyre Capital Ltd. Schedule 13D. \"As such, the Reporting Person may be deemed to share beneficial ownership of the shares reported on the Blantyre 13D,\" the filing says. It reports shared voting and dispositive power over all of the shares and no sole power.

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The filing incorporates the purpose statement from the earlier Blantyre filing by reference. It also says National CineMedia's board elected Mark Sardi as a director on May 7 under a 2023 director designation agreement among the company, the Consenting Creditor Designation Committee and Blantyre Capital Limited.

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An earlier amendment to the Blantyre Capital Ltd. filing reported 27,144,639 shares. The new filing says the change resulted from automatic calculation adjustments upon settlement of a 2023 transaction and did not result from a transaction in National CineMedia's securities. It says Blantyre Capital II has not traded the common stock during the past sixty days.

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The percentage is based on 94,070,443 shares outstanding, as disclosed in the company's quarterly report, the filing says. Blantyre Capital II is incorporated under the laws of the Abu Dhabi Global Market, according to the filing.

", "text": "Blantyre Capital II Limited reported beneficial ownership of 27,141,507 shares of National CineMedia, Inc., or 28.9% of the common stock, according to a Schedule 13D filed Oct. 9 with the US Securities and Exchange Commission.\n\nThe filing says Blantyre Capital II was appointed on April 2 and April 9 as a sub-adviser to certain of the reporting persons listed on the Blantyre Capital Ltd. Schedule 13D. \"As such, the Reporting Person may be deemed to share beneficial ownership of the shares reported on the Blantyre 13D,\" the filing says. It reports shared voting and dispositive power over all of the shares and no sole power.\n\nThe filing incorporates the purpose statement from the earlier Blantyre filing by reference. It also says National CineMedia's board elected Mark Sardi as a director on May 7 under a 2023 director designation agreement among the company, the Consenting Creditor Designation Committee and Blantyre Capital Limited.\n\nAn earlier amendment to the Blantyre Capital Ltd. filing reported 27,144,639 shares. The new filing says the change resulted from automatic calculation adjustments upon settlement of a 2023 transaction and did not result from a transaction in National CineMedia's securities. It says Blantyre Capital II has not traded the common stock during the past sixty days.\n\nThe percentage is based on 94,070,443 shares outstanding, as disclosed in the company's quarterly report, the filing says. Blantyre Capital II is incorporated under the laws of the Abu Dhabi Global Market, according to the filing." }, "claims": [], "contact": "research@alphanume.com", "corrections": [], "dek": "The firm says it was appointed in April as a sub-adviser to some of the holders already reporting the shares in an earlier Schedule 13D filed by Blantyre Capital Ltd.", "desk": "activism", "desk_label": "Activism", "entities": [ { "basis": "identifier or the record itself", "identifiers": { "cik": "2155732" }, "in_headline": false, "name": "Blantyre Capital II Limited", "role": "filer" } ], "facts": [ { "key": "activist", "receipt": "0001193125-26-419074", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]", "value": "Blantyre Capital II Limited" }, "text": "Blantyre Capital II Limited" }, { "key": "filer", "receipt": "0001193125-26-419074", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/reportingPersonName", "value": "Blantyre Capital II Limited" }, "text": "Blantyre Capital II Limited" }, { "key": "issuer", "receipt": "0001193125-26-419074", "source": { "path": "formData/coverPageHeader/issuerInfo/issuerName", "value": "National CineMedia, Inc." }, "text": "National CineMedia, Inc." }, { "key": "activist_head", "receipt": "0001193125-26-419074", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]", "value": "Blantyre Capital II Limited" }, "text": "Blantyre Capital II" }, { "key": "issuer_head", "receipt": "0001193125-26-419074", "source": { "path": "formData/coverPageHeader/issuerInfo/issuerName", "value": "National CineMedia" }, "text": "National CineMedia" }, { "key": "pct", "receipt": "0001193125-26-419074", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/percentOfClass", "value": "28.9" }, "text": "28.9%" }, { "key": "shares", "receipt": "0001193125-26-419074", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/aggregateAmountOwned", "value": "27141507" }, "text": "27,141,507" }, { "key": "filed_date__short", "receipt": "0001193125-26-419074", "source": { "path": "edgar:daily-index/date-filed", "value": "2026-10-09" }, "text": "Oct. 9" }, { "key": "event_date__short", "receipt": "0001193125-26-419074", "source": { "path": "formData/coverPageHeader/dateOfEvent", "value": "04/02/2026" }, "text": "April 2" }, { "key": "num_4", "receipt": "0001193125-26-419074", "source": { "path": "text", "value": "during the past sixty days" }, "text": "during the past sixty days" }, { "key": "quote_0", "receipt": "0001193125-26-419074", "source": { "path": "text", "value": "As such, the Reporting Person may be deemed to share beneficial ownership of the shares reported on the Blantyre 13D" }, "text": "As such, the Reporting Person may be deemed to share beneficial ownership of the shares reported on the Blantyre 13D" } ], "guid": "tag:alphanume.com,2026:news:s_trufmr3tohsb", "headline": "Blantyre Capital II Discloses 28.9% Stake in National CineMedia", "id": "s_trufmr3tohsb", "kind": "story", "legal": { "allegation": false, "stage": null }, "published_at": "2026-10-09T20:07:30+00:00", "receipts": [ { "cik": "2155732", "filed": "2026-10-09", "form": "SCHEDULE 13D", "id": "0001193125-26-419074", "label": "Schedule 13D accession 0001193125-26-419074", "source": "edgar", "type": "accession", "type_label": "EDGAR accession", "url": "https://www.sec.gov/Archives/edgar/data/2155732/000119312526419074/0001193125-26-419074-index.htm" } ], "record_date": "2026-10-09", "schema": "alphanume.news/item/v1", "slug": "blantyre-capital-ii-discloses-28-9-stake-in-national-cinemedia", "status": "published", "type": "activist_13d_initial", "updated_at": "2026-10-09T20:07:30+00:00", "version": 1, "url": "https://news.alphanume.com/stories/blantyre-capital-ii-discloses-28-9-stake-in-national-cinemedia", "api_url": "https://news.alphanume.com/api/v1/stories/s_trufmr3tohsb" }