Blantyre Capital II amends National CineMedia stake after 2023 transaction settles
Amendment No. 3 to the Blantyre Capital II Schedule 13D, filed with the SEC on 9 October 2026, shows beneficial ownership of National CineMedia, Inc. common stock adjusted to 27,141,507 shares following settlement of a 2023 transaction.
Written and published automatically by the Loro Intelligence Engine from public records. No editor reviewed this before publication.
Blantyre Capital II Ltd filed Amendment No. 3 to its Schedule 13D on National CineMedia, Inc. on 9 October 2026, reporting that beneficial ownership changed from 27,144,639 to 27,141,507 shares of common stock after a transaction executed in 2023 settled in the third quarter of 2026, a change the filing says resulted from automatic calculation adjustments rather than a new securities transaction.
- Filer
- Blantyre Capital II Ltd
- Filing
- Amendment No. 3 to Schedule 13D, filed 9 October 2026
- Shares previously disclosed
- 27,144,639 (as of 11 August 2026)
- Shares after settlement adjustment
- 27,141,507
- Signatory
- Nicholas Blaise Tappin, Director
Blantyre Capital II Ltd filed Amendment No. 3 to its Schedule 13D on National CineMedia, Inc. on 9 October 2026. The Schedule 13D states that the reporting persons had disclosed beneficial ownership of 27,144,639 shares of common stock on 11 August 2026, and that this figure changed to 27,141,507 shares after a transaction executed in 2023 settled in the third quarter of 2026.
The filing states that the change in the number of shares reported resulted from automatic calculation adjustments upon settlement of the 2023 transaction, and did not result from a transaction in National CineMedia's securities during the third quarter of 2026. It also states that the reporting person has not engaged in any transactions involving the common stock during the past sixty days.
The filing incorporates by reference rows 7 through 10 of the cover page and Item 5(a) regarding the reporting persons' holdings, and Items 6 and 7 of the underlying Blantyre 13D. It was signed by Nicholas Blaise Tappin, Director of Blantyre Capital II Limited, and dated 10/09/2026.
SEC EDGAR records show National CineMedia, Inc. filed three Form 4 insider transaction reports on 2 October 2026 and an 8-K on 21 September 2026 covering a material agreement, agreement termination, acquisition or disposal and new debt. Two Schedule 13G filings by passive holders of more than 5% of the company's stock were filed on 14 November 2025. The Schedule 13D does not state the percentage of National CineMedia's total outstanding shares that the 27,141,507 shares represent, nor does it describe any further intentions of the reporting persons beyond the items incorporated by reference.
On the record
9 Oct 2026 National CineMedia, Inc. filed SCHEDULE 13D. SEC EDGAR
9 Oct 2026 Schedule 13D: a holder of more than 5% reports a stake. SEC EDGAR, SCHEDULE 13D
2 Oct 2026 National CineMedia, Inc. filed 4. SEC EDGAR
2 Oct 2026 National CineMedia, Inc. filed 4. SEC EDGAR
2 Oct 2026 National CineMedia, Inc. filed 4. SEC EDGAR
2 Oct 2026 Insider transaction (Form 4). SEC EDGAR, 4
2 Oct 2026 Insider transaction (Form 4). SEC EDGAR, 4
2 Oct 2026 Insider transaction (Form 4). SEC EDGAR, 4
21 Sep 2026 National CineMedia, Inc. filed 8-K. SEC EDGAR
21 Sep 2026 Current report: material agreement, agreement terminated, acquisition or disposal completed, new debt, Regulation FD disclosure. SEC EDGAR, 8-K
11 Aug 2026 Quarterly report. SEC EDGAR, 10-Q
11 Aug 2026 Current report: results. SEC EDGAR, 8-K
Primary sources
1 recordEvery factual claim above is drawn from these records. Each link resolves to the publisher’s own copy.