BlackBarn Capital Partners LP
Top Portfolio Positions
19 positions ·
$1,041,473,867 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
800,000 | $520,272,000 | 49.96% | |
| RMD |
Resmed Inc
Healthcare
|
400,000 | $89,792,000 | 8.62% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
2,285,117 | $63,297,740 | 6.08% | |
| AAL |
American Airlines Group Inc.
Industrials
|
4,000,000 | $42,960,000 | 4.12% | |
| VECO |
Veeco Instruments Inc
Technology
|
1,000,000 | $33,860,000 | 3.25% | |
| PRVA |
Privia Health Group, Inc.
Healthcare
|
1,585,000 | $32,603,450 | 3.13% | |
| DHC |
Diversified Healthcare Trust
Real Estate
|
4,812,413 | $31,954,422 | 3.07% | |
| NEE |
Nextera Energy Inc
Utilities
|
335,000 | $31,114,800 | 2.99% | |
| MH |
McGraw Hill, Inc.
Consumer Defensive
|
2,088,492 | $28,612,340 | 2.75% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
175,000 | $25,599,000 | 2.46% |
Portfolio Trend
10 quarters · across all stocks
Holdings in ROIV
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,297,740 | 2,285,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,929,310 | 3,084,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $66,572,000 | 4,400,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,123,750 | 4,625,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,927,500 | 4,750,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $48,798,750 | 4,125,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,160,000 | 4,000,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,767,000 | 3,100,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,032,260 | 1,900,594 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,406,500 | 1,550,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||