National CineMedia, Inc. (NASDAQ:NCMI) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the National CineMedia Q4 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Blantyre Capital Mubashir Mukadam | 27,144,639 | $105,592,646 | 100% | |
| 2. | Orbis Investment Management William B. Gray | 9,523,889 | $37,047,929 | +80% | 0.16% |
| 3. | Glendon Capital Management Matthew Barrett | 1,678,903 | $6,530,933 | 0.39% | |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 1,255,322 | $4,883,203 | -1% | 0.01% |
| 5. | Whitebox Advisors Andy Redleaf | 1,242,084 | $4,831,707 | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.32 | 32,488 | $172,836.16 | 4,309,962 | 2025-03-11 | Filing | |
| $5.32 | 44,117 | $234,702.44 | 10,354,550 | 2025-03-11 | Filing | |
| $5.18 | 43,973 | $227,780.14 | 4,277,474 | 2025-03-10 | Filing | |
| $5.18 | 59,712 | $309,308.16 | 10,310,433 | 2025-03-10 | Filing | |
| $5.12 | 127,230 | $651,417.60 | 4,233,501 | 2025-03-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.45 | 5,509 | $18,986.22 | 149,387 | 2026-05-04 | Filing | |
| $3.45 | 12,925 | $44,544.72 | 204,757 | 2026-05-04 | Filing | |
| $3.45 | 20,181 | $69,551.80 | 568,559 | 2026-05-04 | Filing | |
| $3.04 | 12,066 | $36,680.64 | 143,097 | 2026-04-01 | Filing | |
| $3.04 | 32,350 | $98,344.00 | 197,033 | 2026-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,228,371 | $9,846,532 | 0% | |
| 2. | 1,997,905 | $6,093,611 | 0% | |
| 3. | 673,310 | $2,053,595 | 0% | |
| 4. | 632,773 | $1,929,958 | 0% | |
| 5. | 583,125 | $1,778,531 | 0% |