Institutions / Blacksheep Fund Management Ltd
Blacksheep Fund Management Ltd
CIK 1800249 · Institution · as of Dec 31, 2025
Portfolio value
$245.96M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TransDigm Group Inc. | $77.75M | 31.6% |
| Microsoft Corp | $40.76M | 16.6% |
| Liberty Media Corp-Liberty Formula One | $34.65M | 14.1% |
| Mastercard Inc | $25.30M | 10.3% |
| Tucows Inc /PaTCX | $24.48M | 10.0% |
| Visa Inc | $16.92M | 6.9% |
| Grindr Inc.GRND | $16.80M | 6.8% |
| Liberty Media Corp-Liberty Formula One | $9.30M | 3.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.