$NCMI

$1.84 -$0.01 (0.54%) Close

$NCMI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 94.1M shares outstanding

Who owns NCMI?

By type of holder

Institutions 89.0% Insiders 11.0% Everyone else 0.0%

Concentration Top 10 holders own 174.7%

Mubashir Mukadam 28.9% · Mullaly Simon 28.9%

Institutional ownership

89.0%

+1.4 pts vs last qtr

Institutional holders

107

+4 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

17 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Hotchkis & Wiley Capital Management LLC +1.6M
Axxion S.A. NEW +492.6K

Biggest sellers in Q2 2026

Sycale Advisors (NY) LLC SOLD OUT −1.5M
Zazove Associates LLC SOLD OUT −716.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.47M

20 notices from 5 people

Shares covered

735.0K

0.78% of the company

Arranged in advance

28%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lesinski, Thomas F. Officer $1.15M
Thomas Lesinski Officer 10b5-1 $533K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

−39.5%

−8.02% a year

Each share's claim on the business

+65.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$35.1M vs $48.9M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years97% Under 1 year3%

Quarterly turnover

4.9%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting NCMI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BC Blantyre Capital Ltd 13D · 29.0%	27.1M	28.86%	Unchanged	2023	100.0%
Shares held by quarter Peak holding27.1M (Q1'25) Change over 8 quarters+480.3K Share of the company28.860% Disclosed stake13D · 29.0% Blantyre Capital Ltd's full portfolio →
HW Hotchkis & Wiley Capital Management LLC	9.5M	10.05%	+1.6M (+19.7%)	2023	0.1%
Shares held by quarter Peak holding9.5M (Q2'26) Change over 8 quarters+2.5M Share of the company10.050% Hotchkis & Wiley Capital Management LLC's full portfolio →

Blantyre Capital Ltd

13D · 29.0%

27.1M

% of company

28.86%

Change vs last qtr

Unchanged

Held since

2023

Hotchkis & Wiley Capital Management LLC

9.5M

% of company

10.05%

Change vs last qtr

+1.6M (+19.7%)

Held since

2023

28 more super investors behind a free account

See every manager holding National Cinemedia Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NCMI on Form N-PORT; together they hold 22.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.92M	2.1M	2.22%	0.00%	June 30, 2026
AB American Beacon Small Cap Value Fund American Beacon Funds	$7.34M	1.8M	1.95%	0.20%	July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.92M

% of company

2.22%

% of the fund

0.00%

As of

June 30, 2026

American Beacon Small Cap Value Fund

American Beacon Funds

Position value

$7.34M

% of company

1.95%

% of the fund

0.20%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding National Cinemedia Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MM Mubashir Mukadam 5%+ holder 13D · 29.0%	27.1M	28.86%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company28.860% Disclosed stake13D · 29.0% View the 13D/G filing →
MS Mullaly Simon Insider	27.1M	28.86%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company28.860% Mullaly Simon's insider activity →

Mubashir Mukadam

5%+ holder13D · 29.0%

27.1M

% of company

28.86%

Change vs last qtr

—

Held since

—

Mullaly Simon

Insider

27.1M

% of company

28.86%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of National Cinemedia Inc.

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