As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of National CineMedia, Inc. The largest reported stake is Blantyre Capital Limited's, at 29%. 12 filings are on record since August 13, 2025 (Schedule 13D/A, September 29, 2025).
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Key facts
- · Reporting person: Blantyre Capital II Limited · Sole voting: 0 · Shared voting: 27,141,507 · Sole dispositive: 0 · Shared dispositive: 27,141,507 · SCHEDULE 13D, 2026-10-09
- · Reporting person: Orbis Investment Management Ltd · Sole voting: 11,108,183 · Shared voting: 0 · Sole dispositive: 11,108,183 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-09-08
- · Holder: Orbis Investment Management Ltd · Percent: 9.8% · SCHEDULE 13G/A
- · Reporting person: Hotchkis and Wiley Capital Management, LLC · Sole voting: 8,113,552 · Shared voting: 0 · Sole dispositive: 9,451,093 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-12
- · Holder: Orbis Investment Management Ltd · Percent: 9.7% · SCHEDULE 13G/A
National CineMedia, Inc. has 12 Schedule 13D or 13G filings on record since 2025-08-13. 4 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Blantyre Capital Limited | 29% | 27,144,639 | SCHEDULE 13D/A, 2025-09-29 | 2025-09-25 |
| Blantyre Capital II Limited | 28.9% | 27,141,507 | SCHEDULE 13D, 2026-10-09 | 2026-04-02 |
| Orbis Investment Management Ltd | 11.8% | 11,108,183 | SCHEDULE 13G/A, 2026-09-08 | 2026-08-31 |
| Hotchkis and Wiley Capital Management, LLC | 10.08% | 9,451,093 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
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More on National CineMedia, Inc. and the records around it.
National CineMedia, Inc. elsewhere on the record
Companies that share a holder
- Hotchkis and Wiley Capital Management, LLC also filed stake reports on 13 other companies: Global Indemnity Group, LLC (Aug 2026), Ecovyst Inc. (May 2026), Stagwell Inc (Nov 2025)
- ORBIS INVESTMENT MANAGEMENT LTD also filed stake reports on 23 other companies: RXO, Inc. (Nov 2026), BBB FOODS INC (Aug 2026), Corpay, Inc. (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Blantyre Capital II Limited | 0 | 27,141,507 | 0 | 27,141,507 | SCHEDULE 13D, 2026-10-09 |
| Orbis Investment Management Ltd | 11,108,183 | 0 | 11,108,183 | 0 | SCHEDULE 13G/A, 2026-09-08 |
| Allan Gray Australia Pty Ltd | 127,563 | 0 | 127,563 | 0 | SCHEDULE 13G/A, 2026-09-08 |
| Hotchkis and Wiley Capital Management, LLC | 8,113,552 | 0 | 9,451,093 | 0 | SCHEDULE 13G/A, 2026-08-12 |
The latest filing identifies National CineMedia, Inc. by CUSIP 635309206 and gives its principal executive office as 6300 S. Syracuse Way, Suite 300, Centennial, CO 80111 (SCHEDULE 13D, 2026-10-09).
Source of funds (Item 3)
The information set forth in Item 3 of the Blantyre 13D is incorporated herein by reference. The Reporting Person is a sub-adviser of certain of the Reporting Persons listed on the Blantyre 13D.Blantyre Capital II Limited, SCHEDULE 13D, 2026-10-09
Purpose of Transaction (Item 4)
Blantyre Capital Limited
Item 4 is amended and supplemented as follows: On May 22, 2024, the Board elected Nathan "Tripp" Lane as a member of the Board. Mr. Lane had been appointed in accordance with the Director Designation Agreement dated August 7, 2023 (the "Designation Agreement"), by and among the Company, the Consenting Creditor Designation Committee (as defined in the Designation Agreement) and Blantyre Capital Limited. Mr. Lane has informed the Company and the Reporting Persons that he has decided to resign as a director and member of the Board, and Blantyre has designated Simon Mullaly, who serves as a Partner with Blantyre, to replace Mr. Lane on the Board pursuant to Blantyre's rights under the Designation Agreement. The Reporting Persons anticipate that Mr. Mullaly will join the Board immediately following the effectiveness of Mr. Lane's resignation. The Reporting Persons intend to review on a continuing basis their investments in the Company. They currently intend to communicate with the Board, including with Mr. Mullaly, members of management and/or potentially other shareholders or other relevant parties with respect to operational, strategic, financial or governance matters. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional shares of Common Stock or other securities of the Company, dispose of some or all of the shares of Common Stock or other securities …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-09-29; the filing has the rest
Blantyre Capital II Limited
The information set forth in Item 4 of the Blantyre 13D is incorporated herein by reference. On May 7, 2026, the Board of Directors of the Issuer (the "Board") elected Mark Sardi as a member of the Board. Mr. Sardi was appointed in accordance with the Director DesignationAgreement, dated August 7, 2023 (the "Designation Agreement"), by and among the Issuer, the Consenting Creditor Designation Committee (as defined in the Designation Agreement), and Blantyre Capital Limited, as previously described in the Blantyre 13D.Item 4 of the SCHEDULE 13D filed 2026-10-09
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Hotchkis and Wiley Capital Management, LLC | 4.86% | SCHEDULE 13G/A |
| 2025-09-29 | Blantyre Capital Limited | 29% | SCHEDULE 13D/A |
| 2025-11-14 | Orbis Investment Management Ltd | 5.6% | SCHEDULE 13G |
| 2025-11-14 | Hotchkis and Wiley Capital Management, LLC | 6.56% | SCHEDULE 13G |
| 2025-12-05 | Orbis Investment Management Ltd | 10% | SCHEDULE 13G/A |
| 2026-02-17 | Orbis Investment Management Ltd | 10.1% | SCHEDULE 13G/A |
| 2026-05-15 | Orbis Investment Management Ltd | 9.7% | SCHEDULE 13G/A |
| 2026-05-15 | Hotchkis and Wiley Capital Management, LLC | 8.48% | SCHEDULE 13G/A |
| 2026-08-12 | Hotchkis and Wiley Capital Management, LLC | 10.08% | SCHEDULE 13G/A |
| 2026-08-14 | Orbis Investment Management Ltd | 9.8% | SCHEDULE 13G/A |
| 2026-09-08 | Orbis Investment Management Ltd | 11.8% | SCHEDULE 13G/A |
| 2026-10-09 | Blantyre Capital II Limited | 28.9% | SCHEDULE 13D |
Questions about who owns National CineMedia, Inc.
Who owns National CineMedia, Inc.?
On this page, 4 holders' latest ownership filings report 5% or more of National CineMedia, Inc.: Blantyre Capital Limited (29%, Schedule 13D/A, filed 2025-09-29), Blantyre Capital II Limited (28.9%, Schedule 13D, filed 2026-10-09), Orbis Investment Management Ltd (11.8%, Schedule 13G/A, filed 2026-09-08) and Hotchkis and Wiley Capital Management, LLC (10.08%, Schedule 13G/A, filed 2026-08-12).
Who are the largest shareholders of National CineMedia, Inc.?
By the share each holder's latest filing reports, the largest holders of National CineMedia, Inc. on this page are Blantyre Capital Limited (29%), Blantyre Capital II Limited (28.9%) and Orbis Investment Management Ltd (11.8%).
When did Blantyre Capital Limited buy into National CineMedia, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Blantyre Capital Limited on this page is the Schedule 13D/A, filed 2025-09-29, reporting 29%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.