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 |
|---|---|---|---|---|---|---|
| $3.89 | 37,847 | $147,224.83 | 501,797 | 2025-12-29 | Filing | |
| $3.89 | 20,991 | $81,654.99 | 177,717 | 2025-12-29 | Filing | |
| $3.89 | 9,043 | $35,177.27 | 129,330 | 2025-12-29 | Filing | |
| $3.89 | 21,194 | $82,440.42 | 159,958 | 2025-11-10 | Filing | |
| $4.31 | 734 | $3,162.22 | 25,737 | 2025-10-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,937,913 | $23,098,482 | 0.07% | |
| 2. | 5,413,653 | $21,059,110 | 0% | |
| 3. | 4,469,177 | $17,385,099 | 0% | |
| 4. | 3,039,326 | $11,822,979 | 3.67% | |
| 5. | 2,835,770 | $11,031,146 | 0% |