BlackBarn Capital Partners LP
Top Portfolio Positions
16 positions ·
$1,520,651,463 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
1,500,000 | $1,022,880,000 | 67.27% |
| RMD |
Resmed Inc
|
400,000 | $96,348,000 | 6.34% |
| ROIV |
Roivant Sciences Ltd.
|
3,084,300 | $66,929,310 | 4.40% |
| WRBY |
Warby Parker Inc.
|
3,000,000 | $65,370,000 | 4.30% |
| ELAN |
Elanco Animal Health Inc
|
1,700,000 | $38,471,000 | 2.53% |
| DHC |
Diversified Healthcare Trust
|
6,530,140 | $31,671,179 | 2.08% |
| PRVA |
Privia Health Group, Inc.
|
1,300,000 | $30,823,000 | 2.03% |
| NIQ |
NIQ Global Intelligence plc
|
1,800,000 | $29,682,000 | 1.95% |
| NEE |
Nextera Energy Inc
|
335,000 | $26,893,800 | 1.77% |
| MH |
McGraw Hill, Inc.
|
1,400,000 | $23,100,000 | 1.52% |
Portfolio Trend
Holdings in ABUS
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,898,500 | 1,850,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,080,000 | 2,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,044,879 | 2,603,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,173,129 | 2,341,871 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,657,918 | 2,341,871 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,972,965 | 2,070,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,399,081 | 2,070,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,342,922 | 2,070,900 | Shares | Sole | 2024-05-15 | |
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