BlackBarn Capital Partners LP
20 holdingsFiling period: 2026-03-31Current AUM: $1.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 800.0K | $520.3M | $597.6M | 43.88% | -700,000 | 2026-03-31 |
| 2 | EWZ | ISHARES INC | 5.25M | $201.5M | $192.4M | 14.13% | -- | 2026-03-31 |
| 3 | RMD | RESMED INC | 400.0K | $89.8M | $84.4M | 6.20% | -- | 2026-03-31 |
| 4 | — | ROIVANT SCIENCES LTD | 2.29M | $63.3M | $63.3M | 4.65% | -799,183 | 2026-03-31 |
| 5 | AAL | AMERICAN AIRLINES GROUP INC | 4.00M | $43.0M | $61.1M | 4.49% | -- | 2026-03-31 |
| 6 | VECO | VEECO INSTRS INC DEL | 1.00M | $33.9M | $50.0M | 3.67% | -- | 2026-03-31 |
| 7 | PRVA | PRIVIA HEALTH GROUP INC | 1.58M | $32.6M | $37.5M | 2.75% | +285.0K | 2026-03-31 |
| 8 | DHC | DIVERSIFIED HEALTHCARE TR | 4.81M | $32.0M | $42.8M | 3.15% | -1,717,727 | 2026-03-31 |
| 9 | NEE | NEXTERA ENERGY INC | 335.0K | $31.1M | $29.1M | 2.14% | -- | 2026-03-31 |
| 10 | MH | MCGRAW HILL INC | 2.09M | $28.6M | $22.9M | 1.68% | +688.5K | 2026-03-31 |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | 175.0K | $25.6M | $21.5M | 1.58% | -- | 2026-03-31 |
| 12 | — | NIQ GLOBAL INTELLIGENCE PLC | 2.07M | $23.6M | $23.6M | 1.73% | +274.8K | 2026-03-31 |
| 13 | WRBY | WARBY PARKER INC | 1.00M | $21.1M | $26.7M | 1.96% | -2,000,000 | 2026-03-31 |
| 14 | AMRX | AMNEAL PHARMACEUTICALS INC | 1.65M | $20.5M | $30.2M | 2.22% | +80.0K | 2026-03-31 |
| 15 | VKTX | VIKING THERAPEUTICS INC | 621.5K | $20.2M | $19.7M | 1.45% | +71.5K | 2026-03-31 |
| 16 | CCOI | COGENT COMMUNICATIONS HLDGS | 1.00M | $18.8M | $13.5M | 0.99% | +350.0K | 2026-03-31 |
| 17 | — | NXP SEMICONDUCTORS N V | 60.0K | $11.8M | $11.8M | 0.87% | -- | 2026-03-31 |
| 18 | ABUS | ARBUTUS BIOPHARMA CORP | 2.50M | $11.3M | $10.8M | 0.80% | +650.0K | 2026-03-31 |
| 19 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | 2.00M | $11.2M | $18.9M | 1.39% | -- | 2026-03-31 |
| 20 | SEAT | VIVID SEATS INC | 500.0K | $3.0M | $3.9M | 0.28% | -- | 2026-03-31 |
← Scroll →