Cinemark Hldgs Inc SEC Filings

A shareholder of CNK has filed a Form 144 notice to sell 30,026 shares of common stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of 736,237.52. The proposed sale is expected to occur around 12/10/2025. As context, 117,475,902 shares of the issuer’s common stock were outstanding.

The shares to be sold were acquired as compensation through restricted stock award vesting transactions from the issuer in 2024, including tranches of 22,082, 4,798, and 3,146 common shares, each paid via compensation on their respective vesting dates.

Orbis Investment Management Limited and Allan Gray Australia Pty Ltd filed an amended Schedule 13G reporting beneficial ownership of 11,494,101 Cinemark Holdings (CNK) common shares, representing 9.9% of the class as of 09/30/2025.

Orbis reports 11,438,337 shares with sole voting and dispositive power; Allan Gray reports 55,764 shares with sole voting and dispositive power. Both report zero shared voting or dispositive power. They certify the holdings were acquired and are held in the ordinary course and not to change or influence control.

The filers state they are not a group under Section 13(d)(3), and each disclaims beneficial ownership of the other's shares. Other persons have the right to receive dividends or sale proceeds related to the reported securities.

Cinemark Holdings (CNK) — Form 4 insider transaction: A director reported a disposition of 11,900 shares of common stock on 11/10/2025, labeled with transaction code G, at a price of $0 per share. Following the reported transaction, the director beneficially owns 83,083 shares, held directly.

The filing was executed by attorney-in-fact Michael Cavalier on 11/12/2025. This is a routine ownership update and does not include earnings or operational changes.

Cinemark Holdings (CNK) reported an insider equity transaction by its EVP & Chief Financial Officer. On 11/07/2025, the officer had 14,326 shares of common stock withheld (code F) at $28.58 per share to cover taxes upon the vesting of restricted stock. This was not an open‑market sale. Following the transaction, the officer directly beneficially owns 189,442 shares. The tax event related to the vesting of 36,409 restricted shares originally granted in November 2021.

Cinemark Holdings (CNK): beneficial ownership update. Orbis Investment Management Limited and Allan Gray Australia Pty Ltd filed an amended Schedule 13G reporting combined beneficial ownership of 14,188,390 shares of Cinemark common stock, representing 12.3% of the class. The filers disclosed their aggregate stake exceeded 10% as of October 31, 2025 and said the increase resulted from ordinary-course portfolio activity.

The firms state the shares are held for investment purposes only and that they remain eligible to report pursuant to Rule 13d-1(b). Orbis reports 14,123,142 shares with sole voting and dispositive power, while Allan Gray Australia reports 65,248 shares with sole voting and dispositive power. They plan to file their regular quarterly amendment by the applicable deadline.

Cinemark Holdings (CNK) reported Q3 2025 results. Revenue was $857.5 million, down from $921.8 million a year ago. Operating income was $114.4 million. Net income attributable to Cinemark was $49.5 million, or diluted EPS of $0.40, compared with $187.8 million and $1.19 in the prior-year quarter.

For the first nine months of 2025, revenue reached $2,338.7 million and net income attributable to Cinemark was $104.1 million. The quarter included a $54.5 million loss on warrants within other expense. Cash and cash equivalents were $461.3 million at September 30, 2025, versus $1,057.3 million at December 31, 2024, reflecting financing actions and working capital.

Cinemark repaid $460.0 million of 4.50% Senior Convertible Notes, repurchased $200.0 million of common stock year-to-date, issued shares upon maturity of the convertibles and warrant settlements, and paid quarterly dividends of $0.08 per share. Long-term debt was $1,869.6 million, with $6.4 million current. Shares outstanding were 116,507,174 at September 30, 2025; as of October 31, 2025, 117,475,902 shares were outstanding.

Cinemark Holdings (CNK) announced that its Board approved a new share repurchase program authorizing the buyback of up to $300 million of common stock. The program begins on November 7, 2025 and will continue until the authorized amount is reached or the Board suspends or terminates it.

Repurchases may occur through open market purchases, privately negotiated transactions, or under a Rule 10b5-1 trading plan, with timing and volume determined by management based on market conditions and the stock price. The company plans to fund repurchases with available liquidity.

Cinemark states the program aims to pursue opportunistic buybacks and mitigate dilution from equity awards and the early settlement of its warrants. Separately, the company furnished a press release with financial results for the quarter ended September 30, 2025 as Exhibit 99.1.

Cinemark Holdings, Inc. and Cinemark USA, Inc. filed a Current Report on Form 8-K disclosing a Fourth Amendment, dated September 5, 2025, to their Second Amended and Restated Credit Agreement originally dated May 26, 2023. The amendment follows three prior amendments (May 28, 2024; November 29, 2024; June 30, 2025) and names Barclays Bank PLC as administrative agent. The filing is signed by Michael D. Cavalier, Executive Vice President - General Counsel and Business Affairs & Secretary. The document identifies the parties as Cinemark Holdings, Inc., Cinemark USA, Inc., various lenders and agents, and Barclays Bank PLC. No specific financial terms, covenant changes, borrowing amounts, maturity changes or other economic details are included in the disclosed text.

Melissa Thomas, EVP and Chief Financial Officer of Cinemark Holdings, Inc. (CNK), reported an automatic sale of common stock under a Rule 10b5-1 trading plan. On 08/15/2025 she disposed of 7,200 shares at a weighted average price of $25.17 per share, leaving her with 203,768 shares beneficially owned. The Form 4 notes the 10b5-1 plan was adopted on September 4, 2024, so the sale occurred pursuant to pre-established instructions. The filing was signed by attorney-in-fact Michael Cavalier on 08/18/2025.