National CineMedia, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-13. 3 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 |
| 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 |
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
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 |
Tools for this story
Each opens in a new tab, filled in for National CineMedia, Inc.. With no account yet, you sign up free and land on the result.
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.